The voucher feature allows you to select a registered voucher and apply it to a customer. By navigating to the [Settings > Voucher Management] menu, you can check the currently added voucher list and find the button to add new vouchers.
Add Customer: Click this option if you are issuing the voucher to a brand-new customer who is not yet registered in the system.
Load from List: Search for and select the recipient from your existing customer roster.
Select Voucher (Required): Click the dropdown menu to select the specific item you wish to issue from the pre-created voucher list.
Verify Detailed Information: Upon selection, the total amount, number of sessions, and price per session of the chosen voucher will be automatically displayed.
Configure Payment Method: Use the dropdown menu on the right to select the copayment or payment method (Example: Credit Card, etc.) used for the voucher issuance.
Select Date: Choose the date from the calendar on which the voucher is actually issued or becomes effective. (Defaults to the current date)
Set Time: Adjust the time dropdown menu on the right to record the exact time of issuance.
You can input any special notes or tracking reference numbers related to the voucher issuance.
Up to 128 characters can be freely entered.
Verify that all entered information is accurate.
Click the [Complete] button at the bottom to finalize the issuance process.
If you wish to stop, simply click the [Cancel] button or close the window.
Click the Add Voucher button located at the bottom of the dropdown list.
To add a voucher, select the [Add Voucher] button in the top right corner, then choose the voucher type. By default, the following voucher types are provided:
EAP
Other
The detailed voucher settings screen will open based on the selected voucher type. Among these, the basic information items are mandatory.
Basic Information (Required Items)
Voucher Type
Voucher Name
Grade
These items serve as the baseline for voucher identification and settlement, so they must be entered or selected.
You can configure the price per session according to the voucher's pricing types.
Clicking the [Add Price Type] button allows you to generate multiple vouchers with different pricing types all at once, up to a maximum of 3.
Set the number of provided sessions and the session duration.
The voucher will be utilized based on the provided session count and duration configured here.
The items below can be optionally configured as needed:
Voucher Coverage
Service Location
Additional info such as Service Area
Tip: You only need to set the items that apply to your operational methods or institution policies.
The newly created voucher has now been added to the voucher selection dropdown list!
Please return to “1. When Issuing a Pre-made Voucher to a Customer” to proceed with the issuance.