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How do I apply a discount?

You may want to apply a discount to a client’s appointment once the service has been completed and you’re ready to checkout. 

There are two main types of discounts: 

  • Predefined - can be applied to products and services only.
  • Manual - can be applied to products, services, and vouchers.

Predefined discount

Predefined discounts are created in advance of the appointment and can be selected when you get to checkout. To use a predefined discount, you’ll first need to set up your discount types. Once you've set up a discount type, you can apply the discount to a sale by following these steps:

  1. Click on the appointment you’d like to apply the discount to and select Checkout (learn how to raise an invoice here).
  2. Click on the product or service you want to checkout at a discounted rate under Items.
  3. Choose a discount type from the dropdown under Discount.
  4. Click Save and the discount will automatically be applied to the item you selected.
  5. Once you’re happy with the price, Click Charge, select your payment method, and Complete sale.

PRO TIP: The list of discounts available are populated from the discount types you’ve created.

NOTE: Discounts are applied by product or service and not by total value. This is to give you the opportunity to apply different discounts to different products or services. You can only apply one discount per product or service.


Manual discount

A manual discount can be applied to a product, service, or voucher once you get to checkout. If you’d like to manually adjust the value of the service.

  1. Go to your Calendar calendar.png and click on the appointment you’d like to apply the discount to.
  2. Click on the product or service you want to check out at a discounted rate and select Price.
  3. Type in the new discounted price and click Save. The discount will then be applied as a manual discount.
  4. Once you’re happy with the price, Click Charge, select your payment method, and Complete sale.

PRO TIP: Special prices that are built into your Service menu price list will show as Special prices in the Discount menu.

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