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How to Create a Discount Code

Discover how to Create Discount Codes in your Diary

Written by John Allen

We have now introduced Discount Codes that you can use within your Invoicing and Online Booking site. To begin creating your new Discount Codes, you can navigate to this page by selecting Settings > Finances > Discount Codes which can be seen in the picture below.

Once you have selected this page, create a new discount code by selecting "Add" at the top right of the page and it will bring you to this screen. Here is an example of a Discount Code which was created.

Discount Code: This is the name of the Discount Code that will be used when applying it to an invoice and or Online Bookings

Description: This is a brief description of what the discount code is used for.

Discount Percentage: This is the percentage amount that can be used against a charge/invoice.

Valid From/To: This is the date range the discount code is valid from.

Limit Patient uses to: This is used to limit the amount of time this can be used towards a singular patient.

Allow for Connect Bookings: When ticked, this allows the discount code to be used on your Online Booking Website as stated.

Stop Promotion: Once you are done using the discount code, you can select this to put it out of use at any time.

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