Prepaid Product Units
You are able to pre-sell products used in services to clients for them to redeem at a later date. Add the product you’d like to pre-sell in the Credits section of the checkout window, specifying the number of units. You may add a discount to this sale if you would like to offer your clients a special rate. For example, you can sell prepaid units tied to specific services, such as Sculptra, allowing clients to pay a discounted price upfront and redeem the full unit value later.
You may see a client’s balance in the Wallet tab, under the Product units section, of their Client Profile.
When voiding or refunding an order where prepaid units were purchased, the client’s balance is automatically deducted according to the amount refunded or voided.
When this client checks out for an appointment where this product was used in one of the services, you can redeem their prepaid units in checkout by clicking the Credits section of the payments bar in the checkout window, selecting the number of product credits to redeem, and then pressing the Redeem button to apply for that payment. Ensure that at least one unit of product credit is applied to each service in the order before completing the checkout process to avoid issues with unredeemed units.
The client’s outstanding balance of prepaid units decreases accordingly. To ensure smooth processing, verify that each service in the order has at least one unit of product credit applied before completing the order.
To refund the redemption of prepaid units, initiate the refund process on the Closed Order page. For services where prepaid units were redeemed, you may specify the number of prepaid units to refund back to the client’s balance.
NOTE: To apply product credits during checkout, the product must be categorized as "Product Usage" under a main service. If the product is not set as "Product Usage," its units cannot be applied at checkout. Additionally, Boulevard supports assigning only one product per service in Product Usage. To use multiple products, create separate add-on services linked to individual products and attach them to the base service.
Check out Tracking and Charging for Products Used in Service to learn more about setting up usage-based services. Remember that vouchers apply only to the base service and not to individual product units. For services requiring multiple units, consider using prepaid units or account credit packages as an alternative.