Give undecided patients a reason to say yes — inside the quote

A patient sitting on a quote for two weeks isn't necessarily not interested — they may just need a push. Vouchers and promotions give practices a conversion lever that works: attach a discount, a promotional offer, or a referral reward directly to a quote, and give the patient a tangible reason to act now rather than later.

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What does vouchers and promotions do?

A patient sitting on a quote for two weeks isn't necessarily not interested — they may just need a push. Vouchers and promotions give practices a conversion lever that works: attach a discount, a promotional offer, or a referral reward directly to a quote, and give the patient a tangible reason to act now rather than later.

Quote-level voucher attachment
Attach a custom voucher or promotional code directly to any quote — visible to the patient alongside their treatment options when they review the quote.
Custom voucher creation
Create vouchers with custom values, descriptions, and usage rules — tailored to specific campaigns, referral rewards, or individual patient circumstances.
Promo code distribution
Generate and share promotional codes for campaigns, seasonal offers, or community partnerships — redeemable against treatment quotes.
Real-time quote total updates
When a voucher is applied, the patient sees the updated quote total instantly — making the benefit of the offer immediately clear.
Tracked through to order conversion
Voucher usage is tracked from application through to order creation — giving practices visibility of which incentives are driving conversion.

Why practices use it

Price sensitivity is real in orthodontics. Patients comparing multiple practices often make their final decision based on a small perceived difference in value — not necessarily price itself. A well-placed voucher or promotional offer can close that gap without requiring a blanket price reduction, protecting your margin while converting the case.

Convert stalled quotes without price reductions

Attaching a targeted voucher to a specific quote is more effective — and less damaging to margin — than reducing prices across the board for all new patients.

Run referral programmes inside the platform

Reward existing patients who refer friends and family with vouchers applied directly to their own treatment or follow-up — no external referral software required.

Create urgency at the right moment

Time-limited offers attached to quotes create a natural deadline for patients who are undecided — encouraging faster acceptance while intent is high.

Targeted incentives rather than blanket discounts

Vouchers can be applied to specific patients, specific quotes, or specific treatment types — giving practices precise control over where incentives are used.

Support seasonal and campaign-driven promotions

Coordinate practice promotions — open days, local partnerships, seasonal offers — with voucher codes that tie the campaign to actual quote conversion.

No separate promotion software needed

Voucher creation, distribution, and tracking happen entirely within the platform — no need for separate tools or manual discount tracking.

Where it fits in practice

Vouchers and promotions are most effective for practices with a meaningful volume of quotes that aren't converting, practices running referral programmes, and practices that want to run time-limited promotional campaigns without requiring separate marketing software.

Stalled quote re-engagement

When a patient hasn't responded to a quote in 10 days, the coordinator attaches a time-limited voucher and sends a follow-up — giving the patient a concrete reason to revisit their decision.

Patient referral reward programme

Existing patients who refer a new enquiry receive a voucher applied to their next monitoring fee or retention appointment — incentivising referrals without external software.

Open day and event promotion

Practices running open days issue promotional codes to attendees — redeemable when they receive a quote, connecting the event experience to measurable conversion.

Seasonal treatment campaigns

January new year campaigns, summer treatment start incentives, or academic year tie-ins are supported with promotional codes distributed via email or social.

Community and partnership promotions

Practices with employer partnerships or community referral agreements can issue partner-specific codes trackable back to the originating relationship.


Related practice search terms

Teams often compare this area using terms such as orthodontic voucher system, dental practice promotional codes, orthodontic referral reward software, orthodontic discount management, orthodontic case acceptance incentive, dental treatment promotion software. These phrases are covered naturally here so the page stays useful for people and discoverable for search engines.

How it connects

Vouchers and promotions integrate directly into the digital quote workflow — attached at the quote level, visible to patients alongside treatment options, and tracked through to acceptance and order creation. They can also be used as standalone engagement tools sent via automated follow-up sequences.

Feature questions

Can I attach a voucher to a quote that's already been sent?
Can I limit how many times a voucher code can be used?
Do vouchers apply to specific treatment options within a quote?
Can I track which vouchers are actually driving conversions?
Can vouchers be used for referral programmes?
Do patients see the voucher when reviewing their quote?

Explore vouchers and promotions in a free demo account

Start a free trial to see how this feature fits your practice workflow. No bank details required.