Once you’ve completed an appointment and raised an invoice for your client, you may wish to apply a deal to a product or service. By creating deal types in advance, you can easily apply them to your products and services when you checkout and keep track of their success rate in your Discount summary reports.
To create a discount type:
- Go to Promote and select Deals.
- Click New deal.
- Create a Deal name and Deal Value. You can apply either a percentage, for example, 15% off or a fixed amount like £10 off.
- Click the blue tick next to the service, product, voucher, or membership you’d like the deal to apply to.
- Save changes.
PRO TIP: Discounts will never be applied automatically to any service. You will need to apply the discount when you get to checkout.