How to Create Preset Discounts (On the Desktop Version)

Add Promo Codes so customers can use them when shopping on your online booking page. Set Preset Discounts for services, classes, products, memberships, as well as packages. Create discounts for special occasions such as holidays and festivals and conveniently add them when checking out clients in Vagaro. 

You can also:

• Set a start date and time as well as an expiration date for each discount you create. 
• Limit discounts to new clients or specific users.
• Use the Mass Edit feature to seamlessly add discounts to multiple items at the same time. 

To get started, follow these steps when using a computer or the Desktop Version:

• Click Settings at the top of the screen.
• Select Discounts on the left side of the screen under Things We Sell. Then click New Discount to begin creating your items. 

*Remember, a promo discount code can be used in conjunction with a daily deal.

Related Article: How to Use a Promo Code from a Preset Discount in Vagaro (For Clients of a Vagaro Business)

Let's get started!

 

1. Click Settings at the top of the screen. 

2. Select Discounts on the left side of the screen under Things We Sell. 

3. Click New Discount to add a new discount. 

 

Creating a Discount

1. Enter the Discount Name or title, a Description and select the Date & Time you want to make the discount available to customers.

Select Discount Has an Expiration Date to set an end date and time for the item.

Click Create Promotion Code for Online Shopping Cart to add a Promo Code that customers can use when shopping on your Vagaro booking page. Remember, you first have to enable the Online Shopping Cart. Click this link for more information: How to Add the Online Shopping Cart So You Can Sell Items Online in Vagaro. 

2. Select Limit Total Number of Uses to set the number of times a discount can be used. Once you select this option, you'll be prompted to enter the number under Total Number of Uses. 

3. Select Limit to One Use Per Customer if you want the customers to use the discount just once. 

4. Select Minimum Purchase Amount to set the minimum amount a customer must spend to use the discount. Then enter the amount below under Amount Spent.  

5. Select New Customers Only to make the discount available only to new clients. 

6. If you choose not to select the New Customers Only option, you can offer the discount to customers with specific General Tags. Under Offer to customers with the following tags: click the Select Tags search box to limit the discount to clients with a particular general tag. 

Remember a General Tag is a keyword or a phrase that is added to a customer's profile. It can be used as an identifier or as a way to locate a client. Click this link for more information: How to Add a General Tag to a Customer's Profile in Vagaro. 

7. Once you select the Select tags search box, you'll be able to select the customer tags you want to limit the discount to. A blue color means the tag has been chosen. Once you're finished, click Apply. 

Adding Services, Classes, and Products to a Preset Discount

1. Now that we have customized the settings of the preset discount, let's start adding services, classes, products, memberships, and packages. Then, once we add these items, we can start adding discounts.

Let's first add services and classes. Click the Services/Classes & Products option. Select the Services & Classes tab below this. Then click the red Add button.  

2. Select the services or classes you want to add. Then click the green Add button. 

3. Now that we have added the items, let's set the discount for each one. You can enter the discounts manually on the right side of the screen or you can click Mass Edit to set the discounts for multiple services and classes at the same time. Let's explore this option. 

4. Once you click Mass Edit, select the services and classes. Then enter the Discount you want to add. Click the $ to add the discount as a dollar amount. Click the % to add it as a percentage. Once you're finished, click Apply. 

5. Now that we have added the discounts to each item, we can edit them individually on the right side of the screen.

You can also group services or classes together within a discount. Select the items on the left side of the page. Then click Group. 

6. Click Group to confirm the grouping of the selected services or classes. 

7. We've now been able to create a grouping. In the example below, we grouped Restorative Yoga, Prenatal Yoga, and Bikram Yoga. Now we can set a discount for this grouping. You can enter it as a percentage or dollar amount on the right side of the screen. 

8. Click Ungroup to remove a grouping once you have selected it on the left side of the page. Click Delete to remove the selected items from the discount. 

Adding Products to a Preset Discount

1. Now that we have added services and classes and set the discount for those items, let's do the same for products. Click the Products tab. Then click Add Product to add products to the preset discount we're creating.

2. Select the products you want to add. Then click Add when you're finished. 

3. Now that we have added the products, we can manually enter the discounts for each item on the right side of the screen or we can click Mass Edit to add discounts to multiple products at once. Let's explore this option in more detail. 

4. Once you click Mass Edit, select the products you want to add. Then enter the discount you want to add to the selected items. Once you're finished, click Apply. 

5. Now that we have added the discounts to each item, we can edit each one individually on the right side of the screen.

To group products together within the discount, select the items on the left side of the page. Then click Group. 

6. Click Group to confirm the grouping of the selected products.

7. We've now been able to create a grouping. In the example below, we grouped Aveda Lotion, Aveda Shampoo, and Comfort Zone Body Butter. Now we can set a discount for this grouping. You can enter it as a percentage or dollar amount on the right side of the screen. 

8. To remove a grouping, select the group on the left side of the page. Then click Ungroup. Click Delete to remove the selected items from the preset discount. 

9. Once you're finished adding the discounts to the items, click Save. 

Adding Memberships and Packages to a Preset Discount

1. We've added and set discounts for services, classes, and products. Let's now do the same for memberships and packages. Click the Memberships & Packages tab. A blue color means it's been selected. Then click the red Add button to begin adding the memberships and packages to the preset discount.  

2. Select the Memberships and Packages. Then click the green Add button. 

3. Now that we have added the items, we can manually enter the discounts for each one on the right side of the screen or we can click Mass Edit to add discounts to multiple items at once. Let's explore this option in more detail. 

4. Once you click Mass Edit, select the memberships and/or packages. Enter the discount you want to add to the selected items. Then click Apply. 

5. Now that we have added the discounts to the items, you can edit them manually on the right side of the page. Once you're finished, click Save. 

Using a Preset Discount When Checking Out a Customer

1. To use a preset discount when checking out a customer, click Checkout at the top of the screen. Select the Customer. Then select the service, class, product, membership or package that's been added to one of the preset discounts you've created.

Once you select the item, click the Apply a Discount drop-down. Then select the discount you want to add. 

2. After entering the remaining payment, click Checkout.

Managing Preset Discounts

1. Once you create your Preset Discounts, you'll be able to manage them on the main Discounts screen. You'll specifically be able to see:

• The Date it was announced.
• The title or Discount Name.
• The Discount Type (Daily Deal or Preset Discount).
• The status. 
• The employee who created the discount.
• The Period (start and expiration date of the discount).
• The Revenue or the total amount that was earned from the discount.

Toggle any of the switches in the Active column to activate or deactivate a discount. A green color means it is active. To create a duplicate or delete an item, click the three dots that correspond to it on the right side of the page.  

2. You can search for specific discounts by entering the Discount Name or Type in the search box labeled Search Discounts at the top of the screen. 

For example, if you enter Preset Discount, you'll be able to limit your search to items that are preset discounts. If you enter the actual Discount Name, you'll be able to find a specific discount.

To the right of the search box, click the All Discounts drop-down to filter the report by discount type. Once you're finished adding the search filters, click Search. 

3. Once you click Search, you'll see a list of the discounts below based on the filters you added in the previous step. Once you locate the item you're looking for, click the three dots that correspond to it on the right side of the page. Then click Duplicate to create a duplicate of the item. Click Delete to remove it from the page. 

4. To view more specifics about a discount, including its analytics and data, locate the discount. Then click the Announced option that corresponds to it in the middle of the screen. Click this link for more information about analytics: How to Use Analytics from Daily Deals and Preset Discounts to Boost Your Revenue in Vagaro on the Desktop Version.