Set Preset Discounts for services, classes, gift certificates, products, memberships, and packages. Create discounts for special occasions such as holidays and festivals and conveniently add them when checking out clients in Vagaro. Add Promo Codes so customers can use them when shopping on your online booking page.
You can also:
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Set a start date and time and an expiration date for each discount you create
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Limit discounts to new clients or specific users
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Use the Mass Edit feature to seamlessly add discounts to multiple items at the same time
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Use Groups to apply discounts to multiple products, services, and classes
In this article, we'll go over how to:
Tip
You can combine a promo discount code with a daily deal.
Related Article: Using a Promo Code - for Customers of a Vagaro Business
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Navigate to
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Click New Discount to add a new discount.
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Enter the Discount Name or title and a Description, and select the Date & Time you want to make the discount available to customers.
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Select Discount Has an Expiration Date to set a date and time for the discount to expire.
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Toggle Create Promotion Code for Online Shopping Cart to create a Promo Code that customers can use when shopping on your online booking page.
Note
You must activate the Online Shopping Cart to use a Promo Code. Click here for more information.
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Toggle Limit Total Number of Uses on (green) to set the number of times a discount can be used.
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Toggle Limit to One Use Per Person on if you want customers to use the discount just once.
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Toggle Minimum Purchase Amount on and set a minimum amount a customer must spend to use the discount in the Amount Spent.
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Limit which employees can offer this discount by Access Level: Toggle Access Level Required to Offer Discount on and select one or more Access Levels.
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Discount will be redeemable by. Select from Existing Customers, New Customers, and Employees to use this discount.
Note
With the addition of the Employees Only discount option, all employees will be added to the business's customer list, and new employees will be added as customers when created.
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With New Customers not selected, you can select tags to limit the customers who can use the discount. Under Offer to customers with the following tags (which only displays with New Customers not selected), click the Select Tags search box to select general tags to use.
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A General Tag is a keyword or phrase added to a customer's profile and can be used as an identifier or to find a client. Click here for more information.
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Click the Select tags search box and select customer tags. Chosen tags are highlighted in blue.
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Click Apply to finish.
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Discount will be applied to: Click an option to apply this discount to either a Single Applicable Item in Cart or All Applicable Items in Cart.
Note
If you selected Single Applicable Item in Cart, the discount will automatically be applied to the highest-priced item that is eligible for the discount.
Now that you have configured the settings and limitations for this discount, you can add Services/Classes, Products, Memberships/Packages, and Gift Certificates to the discount.
Note
With the discount type of Services/Classes & Products, you can add Services, Classes, and Products to a discount. However, you cannot combine all three major discount types into one.
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Select the Services/Classes & Products tab under Select Discount Type.
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Click the Services/Classes tab.
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Click the drop-down employee list under Offered by: to select one or more employees who can offer this discount to customers.
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Click Add to select Services and Classes.
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Select the services or classes you want to add using checkboxes or Select All. Then click Add.
We'll talk about Groups and Mass Edit in a later section. For now, let's add discounts individually.
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In the Discount column for each entry, enter either a percent or dollar discount. The Price column will reflect your entry by presenting the original price with a line through it and showing the discounted price.
Dollar discount entry
Dollar discount applied
Percentage discount applied
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To remove any service from this discount, click the checkbox by the one to remove and then click Delete.
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Click Save to close and save this discount. You can always go back and edit it.
Note
With the discount type of Services/Classes & Products, you can add Services, Classes, and Products to a discount. However, you cannot combine all three major discount types into one.
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Select the Services/Classes & Products tab under Select Discount Type.
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Click the Products tab.
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Click Add Product to select products for this discount.
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Select products using checkboxes or Select All and then click Add.
We'll talk about Groups and Mass Edit in a later section. For now, let's add discounts individually.
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In the Discount column for each entry, enter either a percent or dollar discount. The Price column will reflect your entry by presenting the original price with a line through it and showing the discounted price.
Dollar discount entry
Dollar discount applied
Percentage discount applied
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To remove products from this discount, click the checkbox by the one to remove and then click Delete.
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Click Save to close and save this discount. You can always go back and edit it.
Note
You cannot combine all three major discount types into one discount. If you've already set a discount for one of the three types, you'll have to create a new discount to add a new type.
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Click the Memberships & Packages tab and then click Add.
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Select the Memberships and Packages you want to set a discount for using checkboxes or Select All. Then click Add.
We'll talk about Mass Edit in a later section. For now, let's add discounts individually.
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You can change Billing Cycles and Discount for each selected membership or package.
The Billing Cycles entry sets the number of membership or package payments that will use the discount. You can set a number or select Unlimited (apply the discount to every billing cycle.)
You'll see the discount applied in the Price column, with the original payment grayed out and lined through and the discounted payment in black.
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To remove any membership or package from this discount, click the checkbox by the one to remove and then click Delete.
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Click Save to close and save this discount. You can always go back and edit it.
Note
You cannot combine all three major discount types into one discount. If you've already set a discount for one of the three types, you'll have to create a new discount to add a new type.

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Click the Gift Certificates tab.
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Enter the gift certificate value you add to the preset discount (Gift Certificate Amount).
You can add multiple Gift Certificates to a preset discount by clicking the red Add button.
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Enter the discount (percentage or dollars) to be applied to gift certificates of that amount.
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You can see the discount applied in the Price column with the original gift certificate amount grayed and lined out and the discounted price in black.
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To remove any gift certificate amount from the discount, click the box by the one you want to remove and click Delete.
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Click Save to close and save this discount. You can always go back and edit it.
Groups and Mass Edit give you a way to add or change a discount for many entries in a discount at once.
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You can use Group and Mass Edit on Services, Classes, and Products.
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On the Memberships & Packages tab, you can use Mass Edit to change both the Discount (percentage or dollar amount) and the number of Billing Cycles to apply the discount.
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For Gift Certificates, you must edit the Discount individually for each entered gift certificate value.
Set up Grouping for Services/Classes or Products
To set selected services/classes as a group when adding to a discount:
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Click Add.
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Use checkboxes to select services/classes or products to include.
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Click Create Group.
The selected services/classes or products are added to the discount as a single group, where you can add a discount (percentage or dollars) that will affect all group members.

To Ungroup:
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Click the checkbox by a group of services/classes or products.
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Click Ungroup and click Ungroup again in the confirmation dialog.
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All group items are displayed as individual items, and any discount you applied to the group is kept in place.
To create a group from items already shown in the discount, use the checkboxes to select which items will be grouped, click Group, and click Group again in the confirmation dialog. Any discounts set on individual entries are not kept when grouped.
Using Mass Edit
You can use Mass Edit for Services/Classes, Products, and Memberships/Packages to change the discount (Billing Cycles, too, for Memberships/Packages) for multiple entries at once.
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Click Mass Edit at the top of the tab.
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For Services/Classes, select Categories and Services/Classes from the drop-down lists, or keep the default of all (which will act on all entries on this tab for this discount.)
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For Products, select Brands and Products from the drop-down lists, or use the default of all to act on all products listed for this discount.
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For Memberships/Packages, select Types and which memberships or packages to include from the drop-down lists, or use the default of all.
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Enter the Discount amount (percentage or dollars).
For Memberships/Packages, enter the Discount amount (percentage or dollars) and the number of Discounted Billing Cycles (or select Unlimited).
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Click Apply.
All entries reflect the discount you entered.
To use a preset discount when checking out a customer:
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Click Checkout.
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Select the Customer.
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Select the service, class, product, membership, package, or gift certificate amount that's been added to one of the preset discounts you've created and add it to the cart.
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Click the Apply a Discount or Fee drop-down and select the discount to add.
If the employee doing the checkout cannot offer this discount, depending on the discount and customer types, one of the following error messages may display:
Existing Customer discount
Employee Only discount
New Customer discount
Discounts offered by selected employees
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If there are no errors, complete the checkout.
If a preset discount is limited to who can apply it by Access Level (see Step 9, in the first section,) you'll see the selected discount applied on the checkout screen:

However, when you go to complete the checkout, you will have to get approval from someone with an Access Level that can offer that discount.

To finalize checkout:
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Click Next in the Approval Required pop-up screen.
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Select an Employee with the required Access Level from the choices, or have them scan their QR code:
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Once they enter their password and click Approve, the checkout is completed.

Once you create your Preset Discounts, you can manage all of them on the main Discounts screen. You can specifically see:
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The Date it was announced
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The Discount Name
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The Status - click the status link to see the performance of the discount
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The employee who created the discount
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The Period (start and expiration date of the discount)
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The Revenue or the total amount that has been earned from the discount
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Whether the discount is Active
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A More menu with choices to Edit, Duplicate or Delete this discount
On the Discounts page, you can do the following:
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Temporarily deactivate the discount by toggling the Active switch for that discount to off (white)
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Search for discounts by entering the text in the search box labeled Search Discounts at the top of the screen
You can search for all or part of any text used:
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A date (in Date or Period)
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The discount name
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Created by
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The Revenue amount
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Print a copy or export the Discounts list to Excel
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To view specifics about a discount, including analytics and data, click the link in the Status column.
See: Using Daily Deal and Preset Discount Analytics to Boost Revenue for more information.
Comments
2 comments
Is there a way to discount Gift Certificates sold for services?
Also, is there not a way to discount gift certificates across the board vs. putting in each dollar amount? This doesn't seem like a very realistic way of discounting gift certificates. Thanks!
Hi Sarah,
There is currently no way to discount service-based certificates. These will configure according to the cost of a service. It's also not possible to discount certificates by a flat percentage.
For example, a 20% discount could mean the customer pays $80 for a $100 certificate but also $800 for a $1000 certificate.
Thanks,
Jamie
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