Managing Discounts

Manage discounts for your clinic in Noterro to attract and retain Patients with special pricing on services or products. By effectively managing discounts, you can enhance your Patients' experience with your clinic. Let's explore the actions you can take to manage discounts.

Adding Discounts

Add new discounts to provide special pricing to your Patients. Follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Discount section.
5. Click on Add New.
6. Fill in the appropriate information, such as the discount name and amount (percentage or fixed amount).
7. Select the Services or Products to apply the discount to.
8. Click Save to add the discount.

Editing Discounts

Modify an existing discount with these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Click on Billing.
4. Scroll to the Discount section.
5. Locate the specific discount you want to edit and click on its Name.
6. Update the necessary details, such as the discount name, amount, and applicability.
7. Click Save to save the changes.

Disabling Discounts

Temporarily remove a discount from availability by following these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Discount section.
5. Locate the discount you want to disable and click on the Three Dot dropdown menu to its right.
6. Click on Disable.

Important Note: To display disabled discounts, click the link Show Disabled Discounts.

Enabling Discounts

Reactivate a previously disabled discount with these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Discount section.
5. Locate the discount you want to enable and click on the Three Dot dropdown menu to its right.
6. Click on Enable.

Deleting Discounts

Use caution when deleting a discount, as it permanently removes it from your clinic's offerings. Follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing.
4. Scroll to the Discount section.
5. Locate the discount you want to delete and click on the Three Dot dropdown menu to its right.
6. Click on Delete.
7. In the prompt, click Yes, Delete to confirm the deletion.

Important Note: Deleting a discount will permanently remove it from your clinic's offerings, and any associated discounts with Patients will be removed. Make sure to communicate any changes to your team members to avoid any confusion.