📄️ Creating an automated offer
What automated offers are, how they differ from one-time promotions, how to create and configure each type, what triggers are available, what discount options exist, and what patients receive when an offer is triggered.
📄️ Offer timing and targeting rules
How automated offers activate and deactivate, which patients receive calendar versus patient-based offers, how Max Uses works, how the best discount wins logic resolves competing discounts at checkout, and edge cases worth knowing.
📄️ Understanding the offers dashboard
What performance data is visible for offers, how to check whether an automated offer fired, how to deactivate or delete offers, and where to find redemption data when the offers section itself does not show it.