The below article outlines how to use SimpleClinic to create and redeem gift vouchers. 


On this page: 

  • Sell the Gift Voucher
  • Create a Recipient
  • Create a Voucher
  • Redeem a Voucher
  • Voucher Report


Sell the Gift Voucher


You will need to have an Inventory Item created to sell your Gift Voucher to the person purchasing it. For the steps to create a new Inventory item see here.


Note: you can make the Sell price $0 and edit this accordingly in when invoicing the item.


Step 1: Create a patient record for the PURCHASER if one does not already exist.


Step 2: Open the purchaser patient record and select Invoice from the top action bar --> Add the Gift Voucher inventory item to the invoice -> edit the price of the voucher to the value required -> Mark the invoice PAID (matching the payment method used).

 

Create a Recipient 


Step 3: Next create a patient record for the RECIPIENT if one does not already exist.



Create a Voucher


Step 4: From the patient record for the RECIPIENT click Record -> Voucher -> click on Generate to get a Redemption Code -> Enter $ Amount -> Expiry will automatically go to 3 years to align with the ACCC policy -> Prepayment needs to be set to NO -> Note-> detail who it is from -> SAVE.


Ensure that Prepayment is set to NO.  If it is set to YES it is treated as a system generated voucher and will not be available through the online booking checkout process.








Redeem a Voucher


The client can now book an appointment as per normal via online booking. As per normal they will be matched to a patient record based on email and DOB.


Step 5: Select the Clinic credit/voucher to apply the voucher to the checkout. The voucher will show under Clinic credit with the note that was entered during creation. As per below image
  • If there is enough cash on the voucher to cover the whole checkout then it will go straight to paid and process normally.
  • If there is insufficient cash on the voucher to cover the whole checkout then payment will need to be taken for the remainder.





Voucher Report


Step 4: View any unredeemed vouchers from Report Centre -> Marketing reports -> Unredeemed Vouchers