How to create coupons

Offering discounts with coupons is quick and easy, helping you reward and retain your patients.

 

Follow the steps below to start rewarding your patients with discounts using the coupons feature.

  1. Go to Settings, select Coupons, and create a coupon by entering a clear name.

  2. Enter the redeemable code, expiry date, and choose a discount type (percentage or fixed amount). Ensure the coupon currency matches the invoice currency.

How to apply coupons

  1. Manually on invoices. While creating an invoice, select or create a discount in the allocated field. The updated total reflects the discount, which can be removed or reapplied anytime. Patients will see the discounted invoice in their portal with the coupon details.

  2. During Booking. Patients can toggle Add Coupon on the booking page, enter the coupon code, and hit Apply. The total updates with the discount before payment.

Note: Coupons can be edited (name only) or deleted after creation.