Overview
Rollover Credits allow unused patient allocations to carry forward to the next month.
If your practice does not use all patients in a given month, those unused credits automatically roll into a short-term bank. This gives your practice more flexibility when demand fluctuates.
Rollover helps practices align patient allocation with the natural seasonality of aesthetics and wellness.
Why This Matters
Rollover Credits give your practice more flexibility over patient allocation.
Helps the practice: Unused patients can still be used in future months.
Supports seasonal demand: You can apply additional credits during busier periods.
Improves planning: Your team has a buffer when patient demand increases.
This allows practices to manage slower months without losing the value of unused allocation.
How It Works
Unused patients automatically roll into a temporary credit bank at the end of each month. These banked credits can be used in future months if your patient volume exceeds your standard allocation.
A few important rules apply:
Banked credits expire after 60 days if unused.
The system always uses your current month’s allocation first, then pulls from banked credits if needed.
Each plan also has a limit on how many credits can be banked at one time.
Annual plans receive a 2× rollover cap, allowing practices to bank more patients to accommodate seasonal swings.
Monthly Plan Bank Limits
Plan | Monthly Allocation | Max Bank |
Starter | 50 patients | 50 banked |
Growth | 100 patients | 100 banked |
Pro | 150 patients | 150 banked |
Enterprise | Plan-specific |
|
Annual Plan Bank Limits
Plan | Monthly Allocation | Max Bank |
Starter | 50 patients | 100 banked |
Growth | 100 patients | 200 banked |
Pro | 150 patients | 300 banked |
Enterprise | Plan-specific |
|
Example: Growth Plan
Growth plans include 100 patients per month. Below is an example of how rollover works across several months.
Month | Used | Fresh Allocation | Banked After | Notes |
January | 70 | 100 | 30 | 30 unused credits roll over |
February | 90 | 100 | 40 | 10 fresh unused + 30 banked available |
March | 130 | 100 | 10 | Uses 100 fresh + 30 banked |
April | 80 | 100 | 30 | 20 unused roll over |
Best Practices & Pro Tips
Plan for seasonal demand. Rollover helps offset slower months and prepare for busier periods.
Use banked credits during marketing pushes. Campaigns and promotions often create temporary spikes in demand.
Monitor expiration windows. Banked credits expire after 60 days.
Upgrade to a higher tier. If you go over your monthly cap ofter, you can upgrade to a new tier at any time from your admin panel.
Tracking your balance regularly helps ensure credits are used before they expire.
FAQs
Q: Do rollover credits happen automatically?
Yes. If you do not use your full allocation in a month, the unused portion rolls into your credit bank automatically.
Q: Do rollover credits expire?
Yes. Banked credits expire after 60 days if they are not used.
Q: Which credits are used first?
The system always uses your current month’s allocation first, then pulls from banked credits if needed.
Q: Can I bank unlimited credits?
No. Each plan has a maximum bank limit based on your monthly allocation.
Q: Do patients see rollover credits?
No. This feature only affects how patient allocations are counted for your practice.
Support
Need help? Email support@ageless.ai