*THE BIG WHAT
Loss prevention refers to you preventing fraud and loss of revenue from credit card transactions. There are a few things you can do to tighten or loosen these restraints as you deem necessary.

Chargebacks

A chargeback is when a client protests the charge your clinic charged them for services.

Unfortunately, there is not much we can do from an HQ perspective about this. We have no tool to adjust the charge on their account.

There are two things you can do – Add a note and add a client tag.

Adding a note

You can add a note here

Adding a financial note

Adding a client tag

You add a client tag in Settings > Tags