Articles on: Administration

What is the function of the various Permissions in Promotion

Let us review in detail the permissions for the Promotions Module.



1. Setup Promotions
This allows you to setup marketing promotions, special offers and deals for patients of your Clinic. These promotions can then be used for billing. This permission should be given to the Administrator, Clinic Manager, or the Marketing Manager.

2. Setup Membership
This allows you to setup the Clinic’s Membership Program. Clinic Memberships encourage a patient to spend more on Clinic Services and Products by rewarding them with points for each $ spent. This permission should be given to the Administrator, Clinic Manager, or the Marketing Manager. _(For more info, please click on How to set up a Membership Level for your Clinic.

3. Assign Membership: This allows you to set and change the membership program a *patient belongs to. Can be given to the front desk staff.

Updated on: 14/06/2023

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