Set up concession types

Setting up concession types

Concession types let you charge different rates to different groups of patients — think students, pensioners, or veterans. Once you've set them up, you can give each service a special price per concession, and assign a concession to a patient so it's applied to their invoices automatically. It's quick to set up, and it saves you working out discounts by hand every time.

There are three parts to it: create your concession types (that's this guide), set concession prices on your services, and then assign a concession to a patient. Let's start with the types.

Create a concession type

Head to your settings and open Concession types. You'll see any types you've already added listed here.

The Concession types list in settings.

Select Add to start a new one.

Selecting Add to create a new concession type.

Give it a name — something short and clear like Student or Pensioner — and save. That's the only detail it needs.

Naming the new concession type.

And that's it — your new concession type appears in the list, ready to price and assign. 🙌

Renaming or retiring a type

You can rename a concession type any time from the same list — open it, change the name, and save. The new name shows everywhere, and patients who already have that concession keep it.

If you stop offering a concession, archive it rather than deleting it. Archiving hides it from new selections but leaves it on the patients and invoices that already used it, so your history stays intact. You can restore it later if you need it again.

What happens next

A concession type on its own doesn't change any prices — it just labels the patient. The discount comes to life once you set concession prices on your services and assign the concession to a patient. Once both are in place, their invoices are billed at the reduced rate automatically.