How to Create a Deal?

In this guide, I will explain how to create a Deal step by step. By the end of it, you will have a clear understanding of how to create a Deal and how to turn those leads into paying customers. So let's get started!

Instructions

1. To create a Deal, go to the right corner and click the purple button named (Add Deal).

   

2. When you click the (Add Deal) button, will appear the sidebar with all the information to fill in.

   

3. Deal Name: Write descriptive name of the service or cosmetic procedure the patient is getting.

   

4. Minimum Deposit: The Minimum amount not refundable.

   

5. Minimum Payment: The Minimum amount for the deal to be considered closed, and for the lead to become a patient.

   

6. Save: Click the Save button to finalize the Deal

   

7. Deal Created: This is how your Deal looks like.

   

8. Add Product: Once the Deal is created go to (See Details) to add a Product.

   

9. Add Product: Once inside the Deal, click the button (Add Product) to add the procedure.

   

10. Add Product: Your products will be displayed in a little box. (note: to create your products follow this link)

    

11. Add Product: Press the (Add) button for the Products you wish to add, and then click (Ok).

    

12. Completed: Now you have completed your Deal. Congrats!!!

    

Once you have created a deal, if the client is ready to make a deposit you will want to send a link to client to see the details of the order, sign the refund policy and finally make a payment. Follow this link to learn how to do that.