View packages and treatment plans in the client app

Sign in to your clinic’s client app with your own customer account, then open My Account. This page displays the balances and treatment records associated with the signed-in customer.

Check your balances and packages

1. In My Account, select Balances.
2. Review Cash Balance and Points. An outstanding balance is displayed when an amount is owed.
3. Scroll to Treatment Balances and Package Balances.
4. Check the package name, purchase date and expiry date when present, and remaining balance. A session package shows remaining treatments and each treatment’s remaining/original quantity. A credit package shows remaining credits and its eligible treatments with their credit costs.

Expiry labels describe the dates recorded for the package. Ask the clinic about eligibility or expiry changes before booking a redemption. The balances view does not itself complete a purchase, redemption, refund, or expiry extension.

Pull down on the My Account page to reload customer balances. After a purchase or visit, compare the displayed package and remaining quantities with the clinic’s transaction record. If a package is missing or incorrect, contact the clinic with the package name and purchase or appointment date; do not create another purchase to correct a display problem.

Read treatment plan updates

1. In My Account, select Treatment Plan.
2. Choose Posted to see posted session updates, or Archived to see archived session updates.
3. Review the plan title, session title, status, description, date, and staff name on each available card.
4. For longer descriptions, tap Show More to expand the text and Show Less to collapse it.

The list displays session updates with the selected status. A clinic’s unposted drafts will not appear in Posted. Ask the clinic if an expected update has not been shared. This view does not provide a plan-editing action.

If information is missing or cannot load

Confirm that you are signed in to the correct clinic account and have an internet connection. Pull down to refresh balances. For treatment updates, check both status tabs and reopen the page. If the list displays an error, or a record you expect still does not appear, contact the clinic with the visible error and the relevant visit date. An empty list does not by itself confirm that a package was refunded or a treatment plan was deleted.

Staff can use Rules & FAQ to investigate the underlying purchase, balance, or redemption record.