How to Efficiently Manage Discounts for Clinics as an Admin

As an Admin of Noterro, you have the ability to manage discounts for your clinic. Discounts can be a powerful tool to attract and retain patients/clients by offering special pricing on services or products. Let's explore each of the actions you can take to manage discounts.

Adding Discounts

Adding a new discount is a great way to provide special pricing to your patients/clients. Here's how you can do it:

1. Login 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 (either a percentage or a fixed amount).
7. Select Services or Products to apply the discount.
8. Click Save to add the discount.

Editing Discounts

If you need to make changes to a discount, follow these steps:

1. Login 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 which options it applies to.
7. Click Save to save the changes.

Disabling Discounts

Disabling a discount is useful when you want to temporarily remove it from being applied to invoices. Here's how you can do it:

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

To display disabled discounts click on the link Show Disable Discounts.

Enabling Discounts

If you’ve previously disabled a discount, you can enable it by following these steps:

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

Deleting Discounts

Deleting a discount should be done with caution, as it permanently removes it from your clinic's offerings. If you're certain you want to delete a discount, follow these steps:

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

Please note that deleting a discount will permanently remove it from your clinic's offerings, and any associated discounts with patients/clients will be removed. Make sure to communicate any changes to your team members to avoid any confusion.

By effectively managing discounts in Noterro, you can provide special pricing to your patients/clients and enhance their experience with your clinic. If you have any questions or need further assistance, our support team is always here to help.