Add or edit an offer on a product

Set what patients can choose for a product and what they pay, or change an existing offer.

Who can do this: Staff with the Manage products and tags capability
Where in Oben: /settings/products

Each product has one screen with its details, image, visibility, linked visits and offers. Offers are the choices patients see and the price they pay.

Steps

Open Settings, then Products & Services → Products.
Choose the product in the list, or select New product, enter a Name and select Save product.
In the Offers block, select Add offer. On a product with no offers, the form opens as Add the first offer.
Enter the Offer name and choose Billing: One-time or Recurring (membership).
Set the Term, the Price, and any Discount. Optionally add a Group and a Badge.
Choose the Payment timing. A new offer starts with your clinic's default.
Under What clients choose, keep One way to pay: this offer’s payment timing, or let clients pick Pay now or a later payment.
Tick For new requests, For refills, or both.
Check the "Patients pay" line, then select Add offer.

To change an offer, select Edit offer on it, make your changes and select Save offer.

Good to know

To change the default for new offers, open Products & Services → Payments, use Default payment timing for new offers and select Save default. Existing offers keep their own timing. See Set your clinic's payment rules.
Clients choose: Pay now or Hold my card appears only once card holds are turned on for your clinic.
The Visits block lists the services on the calendar that use this product as their price. A service picks its price in Products & Services → Services.
Archive offer hides an offer from patients. Restore offer brings it back.
The Patient preview beside the editor shows unsaved edits.
You can change the order patients see offers in. See Reorder the offers on a product.