Discount Codes & Combinations
Discount codes now carry the rules practices run promotions with: what a code takes money off, who can use it, minimums, limits and what it adds to.
New
Code Rules: A discount code applies to the entire visit or to chosen categories or services, can ask for a minimum spend or a minimum number of treatments, and can be kept for new patients, members or the members of chosen plans.
Usage Limits: Set a total number of uses, one use per patient, or both, and a code for new patients is always one use per patient.
Combinations: Choose whether a code adds to member pricing and birthday discounts. Left clear, the patient gets whichever saves more, as How discounts combine shows on a sample menu.
Codes on New Transaction: Staff apply a discount code and a Custom Discount ($) on a New Transaction, the same way as in the checkout panel.
Improvements
The code window ends with a Summary that lists every setting in plain words before you save.
Every sale is priced in the same order in the app, on your online booking page and at the front desk: the member or birthday price, then vouchers, then one code, then any Custom Discount ($).
The checkout panel and New Transaction list each saving on its own row: Membership savings, Birthday gift, Vouchers, the code and Custom discount.
When a code isn't used, the message says why, such as "SPRING20 wasn't applied: the patient's member price saves as much or more", and no use is counted.
A use is reserved the moment a booking or sale applies the code, and Used shows how many are held by unpaid bookings.
Once a booking or sale holds a code, the patient pays that price wherever they pay, even if the code later ends or reaches its limit.
Staff can add or change discounts while a deposit balance is being collected, as long as the total stays at or above the deposit.
Fixes
A visit keeps the birthday price it was priced with when staff reprice it at checkout.