When you create a plan with a limited number of visits per time period (ex. 1 visit/week), you can select if a client does not use all of their visits allocated for that time period that the unused visits or a portion of the unused visits are automatically rolled over to the next time period. When an unused visit is allocated to the next time period, the visit is labeled a rollover visit.
How Rollover Visits Work
If a client doesn’t use all of their allotted visits during a billing cycle, Pike13 can automatically transfer the unused visits (or a portion of them) to the next cycle.
These transferred visits are labeled rollover visits and are used before the current period’s regular visits.
Example:
A client with a 10-visit/month plan only uses 5 visits in March. Those 5 unused visits roll over into April. When the client books in April, those 5 March rollover visits are used first, before any of April’s 10 new visits.
Important Rollover Rules
Rollover visits do not accumulate month over month. Rollover visits expire after one billing cycle and cannot exceed the number of visits allotted in a single cycle.
Example:
In the example above, if the client doesn’t use their 5 rollover visits in April, those visits expire and do not roll over into May.