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.
- 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