Service Fee Discounts allow you to control the discounts that you are offering to your clients on the cost of your sessions. They must be set up on a client by client basis.
There are two ways to manage Service Fee Discounts for your clients: global discounts and session type discounts.
Global Discounts:
Global discounts will be applied to all future sessions and session types for this client.
For example, if one of your clients is given a 30% discount for every session they attend, this would be categorized as a global discount. To set this up:
- Head to the Client Account > Contact & Clinical > Account Details.
- Press the edit button in the bottom right.
- Here, you will see the heading Service Discounts:
- To customize a Global Discount, enter in the percentage off every service type this client is to receive.
- Make sure to click the green Save button to ensure this update is applied!
Session Type Discounts:
This service fee discount allows you to create a custom discount for your client on a session type basis. These should be used for situations when you are offering your client a discount on one specific type of session, and they will continue to pay full price for the rest of the types of sessions you offer. To set this up:
- Head to the Client Account > Contact & Clinical > Account Details.
- Press the edit button in the bottom right.
- Here, you will see the heading Service Discounts:
- Press the blue Add Discount button. This prompts a drop down list of all of your session types:
- Select the session type you wish to discount, and specify the discount either by Dollar Rate or Percentage.
- Make sure to click the green Save button to ensure this update is applied!
Once you set up a Service Fee Discount, when you schedule this client for future sessions Zencare Practice Management will automatically adjust the amount charged to reflect these settings.
Note: If you are entering both a Global Discount and a Session Type Discount, the more specific of the two discounts will be applied to the session.