Coupons allow you to create standard discounts that can be applied to memberships from the provider interface or via the online signup form.
You can create a % or $ off coupon, you can limit the number of months for which it is valid or make it for an unlimited period. If you are creating a coupon for a $ amount, you can choose whether or not the coupon applies to everyone in a membership or only to an individual within the membership. An example of a coupon could be '25% off for 3 months', or 'first month 100% free'.
Also, if you want to, you can create a online signup link that includes a coupon already loaded into it so that you can build social media marketing programs or advertising campaigns with discounts pre loaded.
To create a membership coupon:
- Click on 'Admin'
- From the drop down menu, click 'Membership Options'
- Click 'Coupons'
- '+ Create Coupon'
- Name your coupon and add a description if you would like
- Set a monthly discount with a percentage or dollar amount
- Set the period of time you would like the discount to apply to
- Ex: if you would want to give 25% off the first 3 months you would select 3
Set a start date for when patients can first have this coupon applied to their account
Set a end date if you want the coupon to expire. If you do no want the coupon to expire, leave this blank
- Coupons can be used until the end of the day they expire on
Click 'Create'
To include a coupon in your online signup:
Your coupon will generate a new online signup link that will attach the amount of the coupon to your default membership plan
- Click on 'Admin'
- From the drop down menu, click 'Membership Options'
- Click 'Coupons'
- Click on the coupon you would like to include when members sign up
- Copy the 'Signup URL' and add that link to your website
If you would like to apply a coupon to a plan that is not your default plan, add ?coupon=couponname to the end of your plan's sign up link URL.
Ex: If my signup link was https://mypractice.hint.com/signup and my coupon was named "Newcoupon", the URL that I added to my site would look like
this: https://mypractice.hint.com/signup?coupon=Newcoupon.
To add a coupon to a membership:
- Search for the patient whose membership you would like to add a coupon to
- From their patient tab, click 'Edit Membership'
- Scroll down to the 'Pricing' section
- Click 'Add Coupon'
- Choose from your preloaded coupons which one you would like to apply
- Click 'Update'
The coupon will automatically be applied on their next bill and the bills section of their membership will reflect the total price including the coupon discount.
Q: The discount on the membership doesn't match the coupon - what is going on?
The coupon discount applied per month can't exceed the value of the membership (on a monthly basis).
Example membership: $250 Annual Membership
$250 / 12 months = $20.83 per month
If you try to apply a $30 one-month coupon to this membership, it will only apply a $20.83 discount to the first month.
If you wanted to apply a $30 discount to the bill, you could use a two-month $15 coupon, three-month $10 coupon, etc.