Create and Manage Discount Codes and Upsells in AesthetiDocs

In AesthetiDocs, go to the Marketing section in the left-hand menu.

Select Discount Codes.

Click View to open the discount code summary screen.

Use this area to manage all discount codes for the clinic.

On the summary screen, review all active and expired codes.

Check key details such as:

Use the Action button to:

Click New in the top-right corner.

Choose the type of code you want to create.

Select Standard Discount Code if you want to offer a percentage or fixed amount off a booking or service.

Use this option for promotions, seasonal offers, or loyalty rewards.

Click Continue to begin setup.

Enter a code name manually or generate a random code.

Example setup:

Choose whether the discount is:

Define the redemption window to control when the code can be used.

Define the appointment window to control which appointments the code applies to.

Leave these settings blank if the code should be available year-round.

Select whether the code applies to:

Use practitioner-specific codes to support new staff or targeted promotions.

Confirm whether the code applies to:

Enter a clear description of the code.

Set a usage limit if needed.

Decide whether the code can be used:

Decide whether the code requires a minimum purchase amount.

If no minimum is needed, select No minimum requirement.

Choose which services the code applies to:

Select the relevant services before saving.

Review all settings before saving.

Click to create the code.

Once created, the code becomes available for:

Click New again to create a second code type.

Select the upsell option.

Use this for complimentary or discounted add-on services tied to a qualifying treatment.

Example: offer LED light therapy at a discount when a patient books microneedling.

Set a redemption window if the upsell should only be available during a specific period.

Leave the window blank if the upsell should be available all year.

Choose whether the upsell is available:

Open Advanced Settings to configure the upsell.

Choose whether the add-on is:

Set the appointment duration behavior:

Select the qualifying services that trigger the upsell.

Select the add-on service being offered.

Review the upsell configuration.

Click Create to activate the upsell.

The upsell will now appear when a patient books a qualifying service.

Open the Calendar and create a new appointment.

Select a qualifying service, such as microneedling.

When prompted, review the upsell suggestion.

If the patient accepts, click Apply.

If the patient declines, continue without the discount.

Confirm the add-on appears on the booking before saving.

Open the appointment and go to Checkout.

Find the Discounts section.

Enter a manual discount or search for an existing discount code.

Select the correct code, such as August 10.

Click Apply to deduct the discount from the treatment total.

On the online booking system, the patient selects services as normal.

If a selected service qualifies for an upsell, the system will prompt the patient to add it.

The patient can accept the upsell and continue the booking.

At the end of the booking flow, the patient can enter a discount code in the discount code field.

Once applied, the discount is automatically reflected in the booking and checkout process.

Ensure the correct code type is selected before saving: standard discount vs upsell.

Double-check date windows so the code applies only when intended.

Confirm whether the code should apply to all practitioners, specific practitioners, all locations, or specific locations.

Review usage limits carefully to avoid codes being overused or expiring too early.

Verify service eligibility so the code does not apply to unintended treatments.

Test the code in both clinic checkout and online booking if it will be used in both places.

Use clear, descriptive code names such as August 10 or New Patient LED Offer.

Create seasonal or campaign-based codes with date restrictions to reduce manual management.

Use practitioner-specific codes to help new staff build their books.

Use upsells for short add-on treatments that fit within existing appointment times.

Keep a simple internal list of active codes, expiry dates, and eligible services for staff reference.

Test one booking after setup to confirm the code behaves as expected before promoting it to patients.