Introduction
Clinicminds allows clinics to easily create and manage promotional (discount) codes. This feature is designed to provide flexibility in promotions and financial management. This article guides you through the process of creating, applying, and managing discount codes within Clinicminds.
Creating Discount Codes
Accessing Discount Code Management
Navigate to Menu > Finance > Discount Codes to access the discount code management screen.
Creating a New Discount Code
Click on Create.
Enter a custom code (e.g., Valentine) or use the Generate Random Code button to create a random code. The code needs to be unique. It's not possible to have two active codes with the same name/code.
Select the discount type:
Percentage - to offer a percentage-based discount.
Amount - to offer a specific monetary amount.
If you want to use a discount code which applies to the total invoice amount instead of for each product or treatment, select the amount button.
Next, fill in the applicable amount and select “Apply to total invoice”.
For example, imagine you wish to provide a discount code of €50,- which applies to the total invoice instead of per product.
Optionally, set an expiration date for the discount code. Leave it unset if the code should not expire.
Advanced Options:
Limit number of times code can be used: Set how many times the discount can be used in total (e.g.,
20times,1time for a personal discount, or unlimited usage).
A discount code counts as 'used' as soon as it has been added to an appointment. Then it is in fact reserved, while the discount is of course only applied during the actual purchase/treatment. A discount code can therefore already be 'used up' if, for example, 20 appointments have been booked with it, even if the discount has not yet been settled. (Or perhaps never even settled, due to a no-show, for example.) This is visible via the admin (you can see the redemptions with status).
Read this article to learn about managing discount codes.Only allow during bookings for specific services: Specify which services can use the discount code when booked online (e.g., laser hair removal for specific body parts).
You can select all services or specific services, the discount code can be submitted during booking for all services. This doesn't mean that the actual code can be effectuated during invoicing. It can only be submitted.
When selecting specific services, the discount code can only be submitted with specific bookings.
Only use on specific treatments or products: Use this section and toggle to restrict discount codes to specific treatments, packages or products. This section specifies to which product or treatment the discount can actually be applied during invoicing.
You're able to select all treatments, products or packages or specify only the ones you wish to apply the discount code for.
When toggled on, treatments, packages, or products show as unselected and none are eligible for discount codes. Now, select which specific treatment(s), package(s), or product(s) are eligible for the discount during invoicing. For example, you're able to make sure a discount code is only eligible for a single treatment type, single product, single package or a combination of all three.
Notes and Restrictions
Internal Notes: Add any notes for internal use to clarify special conditions or rules associated with the discount code, e.g. campaign name, duration or important details.
This note is explicitly shown when redeeming/applying a discount code on an invoice. This is therefore ideally suited for specific 'rules'/requirements that may not be possible to set with our restrictions.
Code input field restrictions: The field is visible at all services (in accordance with the clinic's setting). If a code is entered for a service where it is not allowed, an error message will be displayed.
Next Steps
Prepare to Implement: Review the configurations and decide the extent of discount code use in your clinic.
Staff Training: Ensure all relevant staff are trained on how to manage and apply discount codes.