Coupons
You can create and manage discount coupons in Financials > Manage > Coupons.
To get started, select the CREATE COUPON button.
Enter the Name of the coupon. You will search for the coupon in Vetspire by this name.
(Optional) Enter the Start Date and Exp. Date for the coupon if the discount is only available for a certain date range.
Select the Discount Type:
Flat: applies the total discount amount evenly across applicable items. For example, apply a flat coupon of $100 to an invoice with 5 applicable items. All 5 items will be overridden to $20, totaling $100.
Fixed: a set price. Applicable items within an invoice will be overwritten to the fixed dollar amount applied. For example, apply a $20 fixed price coupon to an invoice and applicable items will be $20 per item.
Percentage: Applies a percentage discount for a product or service.
Enter the Discount Amount.
(Optional) Select one of your Revenue Centers (configured in Financials > Manage > Revenue Centers).
Select Save.
Modify Coupon
Upon saving, the new coupon displays in the Modify Coupon window. Here, you can add and edit additional details about the coupon. All of these fields are optional.
Modifying a coupon that has already been created does NOT affect closed invoices that include the coupon.
Field | Description |
|---|---|
Code | In addition to the Coupon Name, you can enter a unique Code to identify the coupon. You must enter a Code if the Redeem By Code setting is set to Yes. |
Redeem By Code | Set to Yes to only allow this coupon to be redeemed by manually entering the Code. When set to Yes, the coupon does not display in search results. |
Allowable Redemptions per Client | Maximum number of times the coupon can be used per client. |
Allowable Redemptions per Patient | Maximum number of times the coupon can be used per patient. |
For Products | Limit the coupon to only apply to specific products from your Vetspire inventory. |
For Product Types | Limit the coupon to only apply to specific product types (configured in Financials > Manage > Types). |
For Product Categories | Limit the coupon to only apply to products with specific category tags (configured in More > Inventory & Services > Categorize > Tags). |
For Packages | Limit the coupon to only apply to specific product packages (configured in Financials > Manage > Packages). Note: This setting cannot be used when the coupon’s Discount Type is Fixed. |
Limited Client Tags | Limit the coupon to only apply when a client’s profile has specific tag(s) (configured in More > Admin > Configure > Custom Fields). |
Limited Patient Tags | Limit the coupon to only apply when a patient’s chart has specific tag(s) (configured in More > Admin > Configure > Patient Tags). |
Excluded Client Tags | Disallow the coupon from being applied when a client’s profile has any of the selected tags. |
Excluded Patient Tags | Disallow the coupon from being applied when a patient’s chart has any of the selected tags. |
Specific Locations | Limit the coupon to apply only at specific location(s). |
New Client Only | Set to Yes to limit the coupon to only apply for a client’s first visit. |
Member Only | Set to Yes to limit the coupon to only apply for subscribers. |
Conditionals | Select the plus sign (+) to add a condition that applies the coupon when an invoice includes a specific quantity of a product. For example: Let’s say you are having a sale where clients can buy two of Product A and get one free. Enter the ID for Product A, then enter the Quantity as 3. The coupon will then apply when the invoice includes 3 or more of Product A. |
Show Clients
At the bottom of the Modify Coupon window, select Show Clients to view a report of all clients who have used this coupon and each date/time the coupon was applied.