Setting Up Concession Types

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 Patients so that it is automatically applied on their Invoices. 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!

  1. Head to the Settings tab
  2. Click Concession Types
  3. Click the Add concession type button
  4. Give your new Concession Type a name
  5. Click the Create concession type button

  6. Look for the green success message to indicate that your new Concession Type has been successfully added

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 delete those or change them as you see fit.

That's all you need to do to add a Concession Type! Next, you'll want to set up your Concession Prices. The final step of the process will be assiging your Concession Types to applicable Patients. Click here to learn how to set up your Concession Prices and, then head over here to learn how to assign a Concession Type to a Patient!

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