Creating a discount code in WriteUpp allows you to then apply the defined discount to an appointment when it's being invoiced or paid. It can be applied to either an invoice you generate within WriteUpp, or to an appointment booked and paid for by a patient within online booking.

To create a discount code:

Open the Main Menu and go Settings -> Invoice -> Discount codes

Click Create new discount code

Give your discount code:
A name - used to identify what the discount code is
A code - the actual discount code. This is what will be applied to the appointment when invoicing or entered in online booking to activate the discount
Set the discount amount - a numeric value or a percentage
Choose whether the discount code is active or inactive - allowing you to manage limited time promotions
Set an expiry date - allows you to set an expiry date if the code has to be used by a certain date

Once a discount code has reached its expiry date, it'll automatically become inactive. For example, if you'd like to run a promotion for a limited period, that must be redeemed by a certain date, create the discount code and set the expiry to that date. After it's passed, WriteUpp will make it inactive and your patients won't be able to redeem it online. You also won't be able to select it as an option when invoicing.

Then Save

Once your code has been saved, it will be available to apply to an invoice you generate within WriteUpp, or you can provide it to a patient to use when booking and paying for their appointment online.

The codes you generate here won't be single use codes. This will enable you to, for example, offer a discount on a new service that can be used by multiple different patients. If you did want to generate codes that can only be used once, you can set up a code and once you know it's been used, make it inactive.

When using discount codes via online booking, they shouldn't at the moment be used to cover the full cost of an appointment, as the prepayment system we use has a minimum payment value. If you apply a discount code in online booking which will take the cost due to the patient to £0, they won't be able to proceed past the payment screen and therefore book the appointment. Discount codes in online booking are designed for appointments where your client will still have a balance to pay for their session
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