This release is focused on providing a single enhancement to the Remedly platform - gift cards. Anyone can now buy gift cards from your practice to give to their friends and family, especially to celebrate holidays or birthdays.
In this article you'll learn how to:
How to Sell a Gift Card
To sell a gift card, follow these steps:
1. Create an invoice with the gift card as a fee category under the charges section. The invoice should be created for the buyer of the gift card.
2. Input the following details regarding the gift card:
- Expiration period
- Description
- Quantity
- Gift Card price
- Discount (If applicable)
3. Create the Invoice & Record the Payment
Note: the gift card will appear in the buyer's patient history when the invoice is fully paid.
The gift card will appear under the Gift Cards section in the buyer's patient history.
How to Redeem the Gift Card
To redeem the gift card, follow these steps:
1. Copy the gift card code from the buyer's patient history or the gift card PDF or the payment PDF.
2. Open the gift card section in the recipient's patient history and click Redeem Card.
3. Paste the code and click OK.
The value of the gift card will appear as credit on the recipient's patient history.
How to Apply Credit from a Gift Card
To pay for an invoice using credit from a gift card, select the appropriate gift card in Gift Card/ Credit while recording a payment.
Credit on the patient's account will be depleted by the amount applied as payment.
For more information, please see the following articles: