Discounts explained
This video covers how to set up discount codes in Healthaide, choosing the discount type (fixed or percentage), setting usage limits, expiry dates, and how discounts appear at checkout for patients.
Key points
- Discount cards show the discount code at the top and the discount name at the bottom, with usage stats and edit or delete icons.
- Create a code with a customer-facing code, an internal descriptor, and a discount as either a percentage off or a fixed dollar amount.
- Set the status to active or inactive at any time.
- Use validity and limits to set a date range, a maximum total number of uses, and a maximum uses per customer (commonly one per customer).
- Build strategies like a first order discount or a spend threshold reward, for example spend 250 dollars on treatment and get an amount off.
- Apply a code to all products, all treatment plans, or only specific treatments, for example only GLPs for a holiday plan.
Transcript
Let's jump into the discount section here. Discounts is a useful tool, and it's gonna help you drive traffic to your business. So let's take a look at these cards here. These are discount cards. You can see the discount name here at the bottom and the discount code itself at the top.
This is a ten percent discount. It's exclusive to one user, and it's unlimited, so this would mean that this discount code was assigned to one specific person. There's no date limit, and you can see additional statistics here at the bottom. If you wanna edit or delete the discount code, you can by using these two icons here.
Let's go into creating a new discount code. I might call it Christmas ten. A Christmas holiday code. We'll say Christmas ten percent, this is what people will type in, Christ ten, and then you have Christmas ten percent on the right-hand side as the descriptor. You can write whatever it is that you want, so that your team can see what the function of that discount code is.
You can give a discount as a percentage off, or you can give it as a fixed dollar amount off. Maybe you wanna offer twenty dollars off, okay? You can set the status to active or inactive, and you can change that at any time. Next, we'll go down into the validity and limits. So you may say that this discount code is only for December of this year from the fourteenth up through the twenty-fifth, right?
So they have fourteen days where this discount code is active. You can also see maximum total uses. So first fifty to get this discount code, get twenty percent off, and nobody else does after that. You can also do a maximum uses per customer. A very common version of this would be to have one use per customer.
You could say get thirty percent off your first order. Or you can say, spend two hundred and fifty dollars on treatment and get x amount off. So useful discount code strategies here that will help earn you a lot more money. And you can apply this to all of the products, all the treatment plans, or you can select from specific treatments that you would wanna include.
So maybe you're running a GLP specific holiday treatment plan, and you would select only your GLPs, and then you can create the discount code, and it would show up here and be available for your users. So discount codes, great tool. Use this to the best of your ability, and it will do very well for you.
