Promo codes enable you to offer discounts (or omit payment entirely) for services that you offer via Healthie. Promo codes are incredibly popular and effective tool for marketing services to prospective clients, encouraging clients to refer their family and friends to work with you, and offering additional services to your existing clients.
You can offer promotional codes as both a % off (e.g., friendsandfamily - Receive 25% off) or a $ off (NewYears - Save $100), and within Healthie's promo code feature, you are able to customize the name and amount off of a package. Moreover, you can tailor a promo code to apply to some or all payments of a recurring package, and establish an expiration date in order to encourage time-sensitive sign ups for your services.
IN THIS ARTICLE:
Create a Promo Code
Navigate to Billing > Client Packages > Manage Promo Codes where you will be prompted to complete required fields in setting up your Promo code, including:
- Code name: e.g., THANKSGIVING
- Type: Percent off, or a $ Amount
- Value: Percent off, or a $ Amount
- Recurrence: Select whether the Promo-code applies as a one-time discount, or if it applies to every payment of a recurring package
- Expiration date (optional): Indicate an expiration date of this promo code
- Total usage limit (optional): Indicate the total number of times, across all clients, that this promotional code can be redeemed
- Click Save
How a Promo Code Can be Redeemed
We recommend sharing promo codes available to clients on your website, on social media posts, in e-mail newsletters to clients, and directly with clients that are interested in your services.
If clients have a promo code that you have created, your client is prompted to enter this code when purchasing a package. This prompt exists whether they purchase a package from your website / externally, or within their Healthie portal.
When they enter a valid promo code, a discount will automatically be applied towards their payment amount, and they will be able to see the net amount that they will need to pay.
If you are charging a client directly for services, you can also apply a promotional code, on behalf of a client. When you Select a Package within Client Packages, press "Charge" and enter the Promo code.
Free Packages / 100% off Promo Codes
If you would like to give a package away for free, you are able to create a promo code for 100% off. In this instance, when a client applies this promotional code, they will not be asked to enter their card information to finalize booking of this service.
If you create and offer a Free Package (e.g., for a Free Consultation), then a client will NOT be prompted to add in a Promo code.
FAQs: Promo Codes
Can I make a promo code only applicable to some of my Client Packages?
At this time, a promo code is applicable to all of your packages. It is not possible to apply a promo code only for a particular package or appointment type, and this is a planned future update. We recommend having promo codes be a % off, rather than a $ off, if you have packages that vary widely in price.
What are some of the best ways to use the Promo Codes feature?
Our providers use promo codes as a way to offer discounted services (e.g., friendsandfamily promotional code) and also track where referrals are coming from (e.g., placing a promo code on a business card or flyer)
Can I set a maximum number of redemptions for a promo code by a specific client?
At this time, it is not possible to set a max for a specific client. This is a planned future update, and we will update this post, when this becomes available. Moreover, it is currently not possible to generate a code specific to a client.
Can clients use multiple promo codes during a single purchase?
No, clients are limited to using one promo code per purchase.
If I make my package free, can I still collect a credit card on file for the client?
When you use a promo code to make the package "FREE," your client will not be prompted to enter a credit card number. If you want to have a card on file, it's best to add the Billing Info form to your intake flow. Learn how here.
Are there limitations to the length (number of characters) of a promo code?
While there is no limit on characters to promo codes, we recommend having promo codes be all lowercase or all uppercase, as clients will need to enter the code exactly as you've generated it, for it to go through.