Need to apply a discount that pulls from a pot of funds such as a grant or client donations? HQ has an easy tool for that!
Subsidies are discounts you apply to line items such as surgeries, vaccines, or other services/products. They can pull from a funding pot or can be used to bill a third party. This section will cover how to apply discounts that pull from a pot of funds.
Set Up Your Funding Partnership
The first step is to establish a Funding Partnership. This is where your funds are logged. Your Clinic HQ administrator may have already set up some defaults like a General Donations fund. Learn how to set up the pre-paid funding partnership HERE.
Create a Subsidy
A subsidy is the tool you use to discount an item. Each subsidy must be assigned an associated funding partnership. For example, you may have a general donation pot that clients can pay it forward to. Then, you may use some of those funds to discount spay surgeries through a Spay It Forward subsidy. The Donations pot is the funding partnership, and the Spay it Forward program is the subsidy. Learn how to set up your subsidy HERE.
Apply the “Discount” aka Subsidy
When a discount is applied a subsidy is selected and used to change prices and who owes what. Click the green Discount button next to your item in Checkout > Appointment > Services. A popup will appear that lists all your active subsidies. Find the subsidy you are wanting to use and click Apply.
Applying a subsidy discountHere’s what an applied subsidy will look like:
Notice the Client Discount, this is how much the person in front of you will have deducted from their bill. The deduction notes how much is removed from the pot of funds. You’ll notice on the Financial tab of the appointment Checkout that the subsidized amount is listed in the Discount column.
Note: Only one discount/subsidy can be applied per line item. If your clinic needs to apply more than one subsidy to a single item, read more about that setup HERE.
