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
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
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,