For instructions on how to create and redeem a bundle, please click this link.
Below are some examples of ways to use Bundles.
- Multiple follow up bundles.
- Product / Test Kit & Consultation bundle
5 Follow up Bundle
After having an initial consultation with a patient, you may decide that they need multiple follow ups and want to give them a discount for buying a bundle of them upfront.
In this case, you will most likely create an invoice for the bundle and get the patient to pay online or in person. Once paid for, the follow up consultation entitlements will show on the patient record and the patient will be able to book themselves in for those services without having to pay again.
You can also add the bundle link to your website or social media for your regular clients to purchase. When you add it to your website, make sure to add information on how the bundle works and what the next steps are for the patient. Make it really easy for them to be able to book the right service as soon as they purchase the bundle.
Use content blocks to create email templates that you can send to patients, for example to advise them of the next steps.
Refer to this article for the exact steps to create and redeem a bundle.
Test Kit + Results Consultation
You may like to offer clients a bundle that includes a test kit, e.g. HTMA, Food Intolerances, and a consultation to go through the results.
In this case, you can add the bundle link to your website or social media for new clients to purchase. When you add it to your website, make sure to add information on how the bundle works and what the next steps are for the patient. Make it really easy for them to be able to book the right service as soon as they purchase the bundle.
Use content blocks to create email templates that you can send to patients, for example to gather the patient's postal address and advise them of the next steps.
Refer to this article for the exact steps to create and redeem a bundle.
Here is an example of how you can lay it out on your website:
HTMA Test Kit and Results Discussion Bundle
After purchasing your bundle, we will contact you to get your postal address so your test kit can be sent out to you.
Please click the button below to book your results discussion consultation 3 weeks after you have done your test.