Can patients pay for an appointment with a voucher?
If you would like to allow patients to book and pay for an appointment with a voucher via Online Booking, you can create a discount code to reflect the value of their voucher.
Simply provide your patient with the discount code for their voucher. Then, when booking an appointment via Online Booking with payment switched on, they will be able to enter their code before proceeding to the Payment screen. The discount code fields are highlighted below...
With client validation off:
With client validation on:
Applying a voucher to an appointment in this way will show the value of the voucher as a discount on the invoice produced:
The discount code will be saved against the invoice. You will be able to see a view of invoices which have discount codes applied to them by opening the main menu and choosing Finance -> Discount Codes. Read more about that here.
When creating discount codes to be used by your patients in Online Booking, be sure to consider how you would like the discount to be applied. If you charge tax on your services, you can choose to apply the discount to the price of the appointment excluding or including tax. You can find out more about managing the discount calculation here.
You can also use discount codes within your WriteUpp site when creating invoices there. Learn more -> Applying a discount code to an invoice
If you sell gift vouchers for your products or services, there's no specific functionality to allow you to track and manage the sale of these within WriteUpp. What you could do is set up an expense item for each of the vouchers on sale, and log these as an expense as and when you sell one. Bear in mind that an expense would need to be logged against a patient, so you might like to consider how and against who you would log an expense item for a gift voucher.
Note - Patients booking and paying for their own appointment via Online Booking, will not be able to use a discount code that reduces the cost of the appointment to £0. This is due to the method used to apply the discount to an appointment, and the fact that it is linked to payment of an appointment during the Online Booking process. Therefore, you must make sure that a voucher/discount code does not cover the whole cost of the appointment being booked via Online Booking. If it does, the patient will not be able to proceed past the Payment screen and therefore will not be able to book the appointment.
Simply provide your patient with the discount code for their voucher. Then, when booking an appointment via Online Booking with payment switched on, they will be able to enter their code before proceeding to the Payment screen. The discount code fields are highlighted below...
With client validation off:
With client validation on:
Applying a voucher to an appointment in this way will show the value of the voucher as a discount on the invoice produced:
The discount code will be saved against the invoice. You will be able to see a view of invoices which have discount codes applied to them by opening the main menu and choosing Finance -> Discount Codes. Read more about that here.
When creating discount codes to be used by your patients in Online Booking, be sure to consider how you would like the discount to be applied. If you charge tax on your services, you can choose to apply the discount to the price of the appointment excluding or including tax. You can find out more about managing the discount calculation here.
You can also use discount codes within your WriteUpp site when creating invoices there. Learn more -> Applying a discount code to an invoice
If you sell gift vouchers for your products or services, there's no specific functionality to allow you to track and manage the sale of these within WriteUpp. What you could do is set up an expense item for each of the vouchers on sale, and log these as an expense as and when you sell one. Bear in mind that an expense would need to be logged against a patient, so you might like to consider how and against who you would log an expense item for a gift voucher.
Note - Patients booking and paying for their own appointment via Online Booking, will not be able to use a discount code that reduces the cost of the appointment to £0. This is due to the method used to apply the discount to an appointment, and the fact that it is linked to payment of an appointment during the Online Booking process. Therefore, you must make sure that a voucher/discount code does not cover the whole cost of the appointment being booked via Online Booking. If it does, the patient will not be able to proceed past the Payment screen and therefore will not be able to book the appointment.
Updated on: 02/08/2024
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