Promotions

Documentation Index

Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt

Use this file to discover all available pages before exploring further.

Promotions let you offer discounts, buy-one-get-one deals, and store credit rewards to patients at checkout. They can apply automatically when conditions are met, or require a promo code to redeem.

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How Promotions Work

A promotion has three parts:

1. Rules — conditions that must be met before the promotion applies (e.g., “cart contains Botox”, “patient is in the Birthday cohort”, “subtotal is over $200”)
2. Discount — what the patient gets (e.g., “20% off”, “$25 off”, “100% off 1 unit of Filler”)
3. Credit reward (optional) — store credit the patient earns after checkout (e.g., “$20 credit, expires in 90 days”)

A single promotion can give both a discount and a credit reward.

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Rule Groups (AND / OR)

Rules are organized into groups:

• Rules in the same group are alternatives — any one of them can be true (OR logic)
• Different groups must all be satisfied (AND logic)

Example: “Birthday patient OR VIP member, AND cart contains Botox”

• Group 1: Birthday cohort, VIP cohort (either qualifies)
• Group 2: Botox in cart (must also be true)

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Create a Promotion

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Set Up Rules

Add one or more conditions. The promotion only applies when all groups are satisfied. Available rule types:

• Patient cohort — target a specific patient segment (e.g., birthday patients, new patients, VIPs). Click + New to create a cohort without leaving the page.
• Location — only applies at a specific clinic location
• Item in cart — requires a specific item with an optional minimum quantity (e.g., “2x Botox”)
• Category in cart — requires any item from a category (e.g., “Injectables”)
• Item type in cart — requires a service, product, medication, package, or booking fee
• Minimum quantity — a minimum number of items in the cart
• Minimum subtotal — the cart total must reach a threshold (e.g., “$200+”)

To create alternatives (OR), click Add alternative (OR) within the same group. To add a separate required condition (AND), click Add condition group (AND).

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Configure the Discount

Choose what the discount applies to:

• All items — every item in the cart
• Specific item — one particular item
• Category — all items in a category
• Item type — all services, all products, etc.

Set the discount amount:

• Percentage off — e.g., 20% off
• Fixed amount off — e.g., $25 off per item
• Or both — the system applies whichever is set

Quantity cap: If you set a quantity on the discount, only that many units are discounted. This is how “buy 1, get 1 free” works — set the target item to 100% off with quantity 1.

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Add a Credit Reward (Optional)

If you want patients to earn store credit when the promotion applies:

• Credit amount — how much credit to award (e.g., $20)
• Expiry (days) — how long the credit lasts before it expires (leave blank for no expiry)

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Set a Schedule (Optional)

• Date range — when the promotion starts and ends. Leave blank for always active.
• Recurrence — repeat on a schedule (e.g., every Tuesday, weekdays only, monthly). Use the menu for common patterns or Custom for advanced options.

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Set Redemption Limits (Optional)

• Max total redemptions — how many times this promotion can be used across all patients (e.g., “first 100 customers”)
• Max per patient — how many times a single patient can use it (e.g., “once per patient”)

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Restrict Who Can Apply (Optional)

By default, any staff member can apply the promotion at checkout. To restrict it:

• Providers — only selected providers can use it
• Teams — only members of selected teams can use it

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Common Promotion Recipes

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Percentage Off for Everyone

• No rules needed
• Discount: 20% off, all items
• Auto-apply: on

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Buy One, Get One Free

• Rule: Item in cart — Botox, minimum quantity 1
• Discount: Specific item — Filler, 100% off, quantity 1

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New Patient Welcome

• Rule: Patient cohort — “New Patients” cohort
• Discount: 15% off, all items
• Promo code: WELCOME15
• Max per patient: 1

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Birthday Special

• Rule: Patient cohort — “Upcoming Birthdays” cohort
• Discount: 20% off, all items
• Max per patient: 1

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Spend $200, Earn$20 Credit

• Rule: Minimum subtotal — $200
• No discount (leave blank)
• Credit reward: $20, expires in 90 days

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Tuesday Treatment Day

• Schedule: Recurrence — Weekly on Tuesday
• Discount: 10% off, item type — Services

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How Promotions Appear at Checkout

When a patient is selected at checkout, the system evaluates all active promotions. A Promotions button appears with a count of eligible offers.

• Auto-apply promotions are applied automatically to the cart — a notification appears when a new promotion becomes available.
• Manual promotions show a Use button in the promotions list.
• Code-based promotions require entering the code in the promo code field.
• Ineligible promotions are shown with a reason (e.g., “Requires Botox in cart”, “Patient is not in the required cohort”).

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Edit or Pause a Promotion

Click on any promotion from the list to open its detail page. From there you can:

• Edit any field and click Save Changes
• Click Pause to temporarily disable it (or Activate to re-enable)

The detail page also shows performance stats: total redemptions, total discounted amount, and a history of which patients used the promotion.

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Delete a Promotion

On the promotion’s detail page, click Delete and confirm when prompted.