The coupon management module allows providers to create a flexible discount system for their patients. Through the system, you can create various types of coupons with specific restrictions to support marketing activities and increase patient engagement.
This feature enables not only general discounts but also targeted campaigns. You can define how many times a coupon can be used in total or how many times a specific patient can use it based on their email address.
Coupons are integrated into the booking process, allowing patients to redeem codes both on the online interface and during reception-side registration. The system automatically calculates the discounted price and handles changes in the payment process.
Creating and Managing Coupons
To manage coupons, navigate to the last menu item in the left sidebar (Coupons). Here, you can view the list of existing coupons, their status, and usage data.
Adding a New Coupon
Click the "Add New Coupon" button. In the pop-up window, you can set the following parameters:
Name and Code: Enter the name of the coupon and the code that the patient must type in.
Discount Type: Choose between a percentage discount or a fixed amount deduction.
Coupon usage period: The coupon can be permanent or time-limited.
Time-limited coupon validity
In the case of a time-limited coupon, the validity is restricted to a date range, and it can be specified which date the validation is based on.
Based on booking date
The coupon can be used if the booking creation date falls within the validity period, regardless of when the booked appointment takes place.
For example, a coupon valid for February can only be used if the booking is created in February.
Based on appointment date
The coupon can be used if the booked appointment date falls within the validity period, regardless of the booking creation date.
For example, a coupon valid for December can be used at any time, provided that the booking is made for a December appointment.
Setting Usage Limits
The system provides options to prevent abuse and manage budgets:
Global Usage Limit: Define the total number of times a coupon can be redeemed in the system (e.g., for the first 100 patients).
Per-User Limit: The system identifies patients by their email address and limits the number of uses per person.
Targeted Discounts (Restriction Options)
You can restrict coupons based on specific conditions:
By Doctor: The coupon is only valid for bookings with specific physicians.
By Medical Specialty: It can only be used for examinations within a certain department (e.g., cardiology).
Patient Groups: You can enter specific email addresses separated by commas or spaces. In this case, only the listed users will be able to apply the discount.
Special Logic: 100% Coupons
If you create a coupon that provides a 100% discount, the system intelligently handles the payment steps. If the booking process is normally tied to credit card payment, but the patient uses a 100% coupon, the system automatically skips the payment gateway and marks the booking as successful immediately.
Place and method of use
Coupons can be redeemed during the booking process, both on the institution side and on the patient side.
In the case of receptionist bookings, the coupon can be entered and applied before finalizing the booking, in the "Discount code" field.
In the case of patient bookings, on the online appointment booking page, the coupon can be entered immediately after selecting the appointment time, in the "Discount code" section, before the payment step.
In both cases, the system immediately verifies the validity of the coupon and automatically applies the discount during price calculation.
Cancellation
The coupon is used when the booking is created.
If the patient later cancels the booking, the coupon is not restored and cannot be used again for future bookings, as coupon usage is linked to the booking transaction, not to the actual appointment taking place.
Tips
Visual Verification: When entering a coupon, the system provides immediate feedback in a pop-up window regarding the code's validity. If the code is incorrect or expired, the patient is notified immediately.
Bulk Entry: When creating patient groups, you don't need to upload people individually; simply copy and paste email addresses from a list into the appropriate field.
Summary
Coupons can be created with percentage-based or fixed-amount discounts.
Both global and personalized usage limits can be configured.
Discounts can be restricted to specific doctors, specialties, or email addresses.
A 100% discount automatically exempts the user from payment obligations during booking.
In case of cancellation, the coupon is considered used.
FAQ
What happens if multiple people try to use the last available coupon at the same time?
What happens if multiple people try to use the last available coupon at the same time?
The system handles concurrent bookings. If a booking is in progress (pending payment), the system reserves the coupon until the transaction is completed or timed out.
How can I add multiple email addresses to a coupon?
How can I add multiple email addresses to a coupon?
In the "Restricted Emails" field, simply paste the list separated by commas or spaces.
When will automatic coupon generation from external databases be available?
When will automatic coupon generation from external databases be available?
This feature is part of future development plans; currently, codes must be recorded manually in the system.