22.30.1. Employee Discounts

How To Create Employee Discounts

An in-house discount would be a subsidy discount that is applied to services but does not use grant funding or invoicing a partner to replace the cost the client was discounted. Common examples are Employee Discounts or Military Discounts.

Follow these steps to set up your in-house discount.

1. Go to Settings > Funding Partnerships > Create New Partnership. This Pre-Paid Funding Partnership should be titled with your clinic name. Save the partnership.

Create a Prepaid partnership for "In-House" Discounts

2. Then, Edit the partnership and click Adjust Grant.
From the adjust grant window, add $1 to the field amount to add/subtract.
The Transaction Description note could be “Pot Activation.”
Choose “No” for whether the amount should be included in financial reports.
This amount should not be recorded in the reconciliation since no money was collected.

Adding money to the pot with Adjust Grant

*Note: This one dollar will never be added to or removed. By having this one dollar in the funding partnership, we activate the pot. If no money is in there, the system will not allow you to apply the subsidy discount to services.

3. Once the partnership is created, go to Subsidies > Create New Subsidy.
The title will be the discount name (Employee Discount or Senior Citizen/Military Discount.) Link the subsidy to the funding partnership you just created.

Adding a subsidy

You may choose to untick the restriction field and assign this subsidy to only appear for public client appointments.

Adding subsidy restrictions

4. Save this subsidy, and a new tab will appear for “Items the subsidy covers.”
On this tab, the only column we will use is the client discount. In this column, you can put the amount to discount on the public price. Example: Cat Spay is $55. Your employee discount is 20% off. The client discount amount will be $11. Pot Deduct remains at 0, and the new services price remains 0. Click the plus to save and activate this discount.

Adding subsidy restrictions

Because the pot deduct is set as $0. You will never add or remove money from the pre-paid funding partnership pot for “Demo Clinic Programs.”
Go down the list and enter the client discount for each item your clinic has agreed to discount for employees.

If you need to edit/update a client discount price. Make your change and click the check mark to save the change.

Applying the Discount

Edit the services, and next to the service item is a green Discount button. Click this and choose to apply the Employee Discount.

Applying a discount

Applying a subsidy

Applying a discount