Set up concession types

Set up concession types so that you can automatically discount certain patients.

Emily avatar
Written by Emily
Updated over a week ago

You can create concession types in Cliniko (Seniors, Students, Family & Friends, etc.). This lets you set different prices for each billable item based on the concession type. You can also assign a concession type to a patient so that it is automatically applied on their invoices.

Concession types and pricing cannot be applied to online booking payments.

It's super easy to set up and is going to save you a lot of time if you charge different rates to different groups of patients.

Here's how it works!

Setting up concession types

Head to Settings, and then Concession types:

Click the Add concession type button:

Give it a name, and then click the Create concession type button:

And…done! 🙌 Your new concession type will show up in the list, nestled in nice and cosy with the other ones.

You can add as many concession types as you'd like. We've gone ahead and given you a couple to start with, but you can remove those or change them as you see fit.

Next, you'll want to set up your concession prices. The final step of the process will be assigning your concession types to applicable patients!

Did this answer your question?