Unique invitation codes can be generated to assign a product to a client. Codes can be:
Unassigned - codes generated for a contract then distributed to participants.
Assigned - codes generated for participants within a contract.
To generate unassigned invitation codes:
- From the top bar click on More > select Contract Management > select the required organisation > click on the contract name.
- From the left side bar > select Invitation Codes > click on Single use codes > click +Single use code(s).
- Complete the required information:
- Quantity - the number of codes you wish to generate.
- Price - the price to be assigned to the invitation codes.
- Add a Note to record relevant information to the batch of codes being created.
- Click on Create.
- Click on the Codes tab to view generated codes.
- Click Download CSV to download codes.
- To generate additional codes > click on Generate > click on Single use codes > click +Single use code(s).
- Use the three-dot action menu to View, Edit, Open Product, Archive or Delete individual invitation codes.
To generate a single invitation code for a participant within a contract:
- To open the Manage Participants page, click on More > select Contract Management > select the required organisation > click on the contract name > click on Participants.
- Use the search function if the required participant is not listed on the first page.
- Click on the client name to open their profile.
- Select the Invitation codes tab > click Generate new code.
Invitation codes without an assigned Price will be evaluated by contract rules.
To download invitation codes:
- From the top bar click on More > select Contract Management > select the required organisation > click on the contract name > click on Invitation Codes.
- Apply filters before proceeding to download CSV if required > click on Download CSV.
To bulk assign invitation codes to participants within a contract:
Invitation codes can be assigned in bulk to participants within a contract.
To assign invitation codes in bulk, a Custom Property for Price must first be created and assigned to the contract CSV template.
- Click on More > select Contract Management > select the required organisation > click
the contract name > click Participants > Download CSV. - Open the CSV file and add an accepted value in the Price field for each participant you want an invitation code generated for.
- Add a Custom Property for Price and assign to the contract CSV template.
- Returning to the Participants page > click on More actions > select Upload CSV from the drop down menu.
- Review Upload CSV instructions > click Upload CSV.
- Select the file from your device > click Open.
- Check the Update existing contacts box, if required > click Finish.
- Invitation codes will be displayed for each participant once the CSV file is successfully imported.
- Click on Download CSV to generate a CSV file of participant data including their invitation codes.
When a client books an appointment using an assigned invitation code, their information will automatically populate on the registration page.