Promotions & coupons for your shop

Create discount codes patients redeem at checkout.

Discount codes are a quick way to run a promotion or win back a hesitant patient. You manage them on the Promotions page.

Creating a coupon

Click New coupon and set:

• Code — what the patient types at checkout (auto-capitalized, e.g. SUMMER20).
• Type — Percentage off or Fixed amount off.
• Value — the percent (e.g. 20) or dollar amount (e.g. 50).
• Description — a note for your own reference (e.g. "20% off first order").
• Min. purchase ($) — optional order minimum before the code works.
• Max uses — total redemptions allowed; leave blank for unlimited.
• Expires — optional end date; blank means it never expires.
• Active — the switch that turns it on or off without deleting it.

Click Create coupon. Edit or delete any code later from the list, which shows each code's discount, usage (used / max), expiry, and active state.

Codes are unique across the platform. If you get an error that a code is already taken, pick a more distinctive one — adding your clinic's initials (e.g. ACME-SUMMER20) is a good habit and avoids clashes.

How patients use a code

At checkout, patients enter the code in the coupon field and the discount is applied to their total. If a code won't work, the patient sees why — for example:

• "This coupon has expired"
• "This coupon has reached its usage limit"
• "Minimum purchase of $X required"
• "You have already used this coupon"

Good to know

• Turn a promo off instantly with the Active switch — no need to delete it or change the expiry.
• Per-product or category-specific discounts (e.g. "20% off anti-aging only") aren't available from the dashboard yet — today's codes apply to the cart total. Need one? Contact support@hlpatientportal.com.
• Looking to reward patients for bringing friends instead of blanket discounts? See Referrals.