Loyalty and Corporate

Loyalty and Corporate: Overview and Differences
What is a Loyalty Plan? Loyalty in FLEX allows patients to be assigned to plan where they get (percentage) discounts against their purchases, based on the ...
Fri, 6 Dec, 2019 at 10:49 AM
How Do I Set Up Loyalty?
Click to Menu - Setup - Till - Loyalty Plans. The picture below shows what you will see: In the top table, create the names of your Loyalty Plans, ...
Fri, 6 Dec, 2019 at 10:49 AM
How Do I Assign a Patient to a Loyalty Programme?
Once you have set up your Loyalty Plans (see How Do I Set Up Loyalty?), patients can be assigned. To do this, click Update on a Patient Record. Click onto...
Fri, 6 Dec, 2019 at 10:50 AM
How Do I Apply a Loyalty Discount?
When an item is sold on the Till or Dispensed, the discount will automatically be applied. On the example receipt below, the Solutions button was pressed: ...
Fri, 6 Dec, 2019 at 10:50 AM
How Do I Add a New Corporate Client?
Press the New button on the Corporate screen. Note the Update button brings up the same window (albeit with details to amend, not start afresh). Add all...
Thu, 28 Nov, 2019 at 12:24 PM
How Do I Add Patients to a Corporate?
The final screen from How Do I Add a New Corporate Client? shows the Patients that are entitled to the benefits of this Corporation. To access this, click ...
Fri, 6 Dec, 2019 at 10:51 AM
How Do I Manage Corporate?
The Corporate Module is mostly managed through Menu - Setup - Till - Corporate. This page summarises where else it is used. As a Payment Method: If Corpora...
Fri, 6 Dec, 2019 at 10:53 AM
How Do I Manage Corporate Reports?
The reporting for Corporate is under Business Intelligence - General Reports. Choose Corporate, your date range and press the large green button. It will a...
Fri, 6 Dec, 2019 at 10:53 AM