You may wish to use a promotional code to welcome patients back into the practice as you restart after the COVID-19 break.

Promotional codes are available only through the Patient Portal.

Set up a Promotional Code

Add promotional codes to your settings so that patients can pay for treatments using the code.

To create a promotional code, go to your Dashboard

  • Click on the Promotional Code icon

  • OR

  • Select Patient Promotional codes

  • Select Add a new Promotional code

  • Give the code a name, which will be shown to the patient

  • Give the code a simple code. This is what the patient will type in.

  • Select whether you are going to give a percentage discount, or a fixed amount in the currency in your settings.

  • Select the amount of the promotional discount.

  • Now select the Redemption limits

  • Do you want the code to last a certain length of time, or limit how many times it can be used, or limit it to certain treatments only?

  • If you limit to certain treatments, these can be selected from the drop down list of available treatments.

  • Save your changes.

  • The Promotional code is active immediately.

How a Patient uses the Promotional code

Patients can use the promotional codes to pay for treatment using the Patient Portal with Online Booking Appointment.

To pay using the Promotional Code:

  • Once the patient has selected their treatment

  • their preferred practitioner

  • their preferred date

  • their preferred appointment time

  • And, if they are a new patient, completed their patient details.

  • At the Basket, scroll down to below the Pay by Card button

  • Where it says Gift Card and Promotional code, type in the promotional code

  • Click Apply

  • The promotional code money off will then display and a new total will display.

  • Now click Pay By Card to pay the new amount.

Patient Portal Web pages

To find out more about the Patient Portal,

Setting up your Patient Portal with Online Appointment Booking

Managing your Patient Portal with Online Appointment Booking

The Patient Portal with Online Appointment Booking - What the Practice Sees

How a new patient books an appointment online

How an existing patient books a recall appointment online

How to confirm an appointment online

How to cancel an appointment online

How to update Contact Details online

Update Medical History through the Patient Portal with Online Appointment Booking

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