Create Preset Discounts

Navigate to Settings → Things We Sell → Discounts.

Click New Discount to add a new discount.

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

Select Discount Has an Expiration Date to set a date and time for the discount to expire.

Toggle Create Promotion Code for Online Shopping Cart to create a Promo Code that customers can use when shopping on your online booking page.

Toggle Limit Total Number of Uses on (green) to set the number of times a discount can be used.

Toggle Limit to One Use Per Person on if you want customers to use the discount just once.

Toggle Minimum Purchase Amount on and set a minimum amount a customer must spend to use the discount in the Amount Spent.

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.

Discount will be redeemable by. Select from Existing Customers, New Customers, and Employees to use this discount.

1. 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.

   Note

   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.

2. Click the Select tags search box and select customer tags. Chosen tags are highlighted in blue.

   

3. Click Apply to finish.

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.

Select the Services/Classes & Products tab under Select Discount Type.

Click the Services/Classes tab.

Click the drop-down employee list under Offered by: to select one or more employees who can offer this discount to customers.

Click Add to select Services and Classes.

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.

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

To remove any service from this discount, click the checkbox by the one to remove and then click Delete.

Click Save to close and save this discount. You can always go back and edit it.

Click the Memberships & Packages tab and then click Add.

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.

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.

To remove any membership or package from this discount, click the checkbox by the one to remove and then click Delete.

Click Save to close and save this discount. You can always go back and edit it.

Click the Gift Certificates tab.

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.

Enter the discount (percentage or dollars) to be applied to gift certificates of that amount.

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.

To remove any gift certificate amount from the discount, click the box by the one you want to remove and click Delete.

Click Save to close and save this discount. You can always go back and edit it.

Click Add.

Use checkboxes to select services/classes or products to include.

Click Create Group.

Click the checkbox by a group of services/classes or products.

Click Ungroup and click Ungroup again in the confirmation dialog.

All group items are displayed as individual items, and any discount you applied to the group is kept in place.

Click Mass Edit at the top of the tab.

1. 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.)

2. 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.

3. For Memberships/Packages, select Types and which memberships or packages to include from the drop-down lists, or use the default of all.

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).

Click Apply.

Click Checkout.

Select the Customer.

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.

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

If there are no errors, complete the checkout.

Click Next in the Approval Required pop-up screen.

Select an Employee with the required Access Level from the choices, or have them scan their QR code:

Once they enter their password and click Approve, the checkout is completed.