Whats New in Podium Vol 17

Enhanced Wallet View on Patient Profiles

Easily view and manage customer credits, vouchers, loyalty points, memberships, and packages in one place. See where benefits came from, track issuance and redemption activity, click into related invoices, and export wallet activity to CSV.

Add Existing Members to Membership Plans

Add existing members to a membership plan–set the next payment date and enter existing voucher/credit balances.

Teamchat:

Now Available on Mobile and iPad

Easily communicate with team members without leaving Podium. Communicate via direct message or group chat.