Set up promotions

Setting up a promotion

A promotion is a discount you set up once and then apply to invoices as needed — a seasonal offer, a package deal, or a standing discount for certain appointment types. Once it's created, staff can add it to an eligible invoice in a couple of clicks instead of adjusting prices manually.

Create the promotion

Go to your settings and open Promotions, then choose Add. Give it a clear name — patients may see this name on their invoice.

The promotions list with the Add button.

Choose whether the discount is a percentage or a fixed amount, and enter the value. A percentage discount can optionally be capped with a maximum amount, so a generous percentage can't discount a large invoice by more than you intend.

Choosing a percentage or fixed discount and entering the value.

Set when it runs

Add a start date, an end date, or both if the promotion is seasonal. Leave either blank to run it indefinitely from now, or with no end date.

Outside the date range, it can't be applied A promotion only appears as eligible for invoices that fall within its active dates. There's nothing else to remember — ClinyPal checks this for you.

Using it on an invoice

Once saved, the promotion is available from any invoice it qualifies for. If an invoice doesn't meet the promotion's conditions, it's still listed but can't be selected, along with a short reason why.

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