Business rules
Knobs that govern day-to-day operations and customer-facing actions.
| Topic | Description | Value | Updated |
|---|---|---|---|
| What counts as inactive | No visit in past 90 days | 90 days | 5/10/2026 |
| When to remind about unused treatments | Remind about unused sessions when expiry is < 60 days | T-60 days before package expiry | 5/10/2026 |
| Duplicate / missing record handling | Merge candidates flagged when name + phone match | auto-flag, manager approves merge | 5/10/2026 |
| Customer message approval | Customer-facing wording must be approved by Manager | Manager (role) | 5/10/2026 |
| Treatment deduction | Deduct one session per completed appointment | on appointment.status = completed | 5/10/2026 |
| Refund | Refund within 7 days, unused only | ≤ 7 days · unused only | 5/10/2026 |
| Package extension | Package expiry can extend max 90 days, manager only | +90 days · manager | 5/10/2026 |
| Package change | Swap to same-tier product, no cash refund difference | same tier · no cash diff | 5/10/2026 |