What is Corporate?

"Corporate" allows you to add patients to companies and groups. 

This would be used for instances where you need to bill a Company/Agency later for payment, i.e Free Worker Safety Spectacles, outsourced NHS work.

Corporate is found under Menu - Settings - Transactions - Corporate

For more Help on Setting up and Using Corporate,  follow this  - Corporate Help Page Link

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How Do I Set Up Loyalty?

Click to Menu - Settings - Transactions - Corporate.

 The picture below shows what you will see:

On the Left is name of Plan, and the right is the Details of the Highlighted Plan, Gold in this case.

On the top right, create the names of your Loyalty Plans, for example "Gold Plan", "Silver", etc.

On the left table, set up the discount to be applied at the Transaction / Dispense page. 
In the example above:

• Frames up to and including £200.00 get a discount of 20%.
• Frames up to and including £400.00 get a discount of 10%. (Note - this 10% is for the full amount - it is not banded)
• Spec Lenses up to and including £200.00 get a discount of 20%.
• Spec Lenses up to and including £400.00 get a discount of 10%.
  
  

We are now ready to assign patients to the plan. Please see How Do I Assign a Patient to a Loyalty Programme?

How Do I Assign a Patient to a Loyalty Programme? 

To do this, click Update on a Patient Record.

Scroll down slightly to see Corporation and Loyalty ;


Click onto the Button to the right to Assign to a Loyalty Plan from the choices in the Pop-up window