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Custom Promo Codes for Clients

This feature allows practitioners to create and manage discounts for their clients effortlessly from the Billing page of their account.

Key Features:

  • Create Custom Promo Codes: Easily generate promo codes tailored to your clients' needs.
  • Flexible Discount Options: Set discounts as a percentage off and specify which services they apply to.
  • Client Convenience: Clients can enter promo codes during the booking process on the Service booking page, making the discount application seamless.

How to Create a Custom Promo Code

Follow these simple steps to create and manage your custom promo codes:

  1. Navigate to the Billing Page:

    • Log into your Heallist account.
    • From the main menu, click on the "Billing" link.
  2. Add a Promo Code:

    • On the bottom of the Billing page, locate and click the "Add Promo Code" button.
  3. Configure Your Promo Code:

    • A window will open prompting you to set up your promo code.
    • Percentage Discount: Enter the percentage discount you wish to offer (e.g., 10% off, 20%, etc.).
    • Select Services: Choose whether the discount applies to specific services or all services offered. If selecting specific services, check the boxes next to the services you want the promo code to apply to.
  4. Save and Share:

    • Once you’ve configured the promo code, click “Save” to finalize it.
    • Share the promo code with your clients via email, social media, or during consultations.

Applying Promo Codes During Booking

Clients can easily apply the promo codes during the booking process:

  1. Select a Service:

    • Clients select the desired service on the Service booking page.
  2. Enter Promo Code:

    • On the Service Booking page, there is a field labeled “Promo Code.”
    • Clients enter the promo code provided by you and the discount will automatically be applied to their total.

Tips for Maximizing the Use of Promo Codes

  • Target Specific Promotions: Create promo codes for new services or slow periods to boost bookings.
  • Encourage Repeat Business: Offer promo codes to loyal clients as a thank you for their continued support.
  • Seasonal Discounts: Utilize promo codes for holiday specials or seasonal promotions to attract new clients.

Managing Promo Codes

You can manage your existing promo codes from the Billing page:

  • Edit Promo Codes: Make changes to existing promo codes, such as adjusting the discount percentage or changing the applicable services.
  • Delete Promo Codes: Temporarily or permanently delete promo codes that are no longer in use.

Frequently Asked Questions

Q: Can I set an expiration date for promo codes? A: Currently, the feature does not support setting expiration dates directly within the promo code settings. However, you can manually track and delete codes as needed.

Q: Is there a limit to how many promo codes I can create? A: No, there is no limit. You can create as many promo codes as needed to support your practice’s promotional strategies.

Q: Can clients use multiple promo codes at once? A: At this time, clients can only apply one promo code per booking.