You may want to apply a promotion or 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
• Manual 

Predefined

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

1. Click on the appointment you’d like to apply the deal to and select Checkout (learn how to raise an invoice here). You'll be redirected to New sale.
2. Once there you can check out appointments and build a cart of Products, Services, Memberships, and Vouchers for the client.
3. Use the search bar, filters, and calendar (to check out only) to locate a client, item, team member, or service name and add it to your cart. You can create a client profile if they don’t already have one.
4. Click on each item in the cart to apply a discount. Click Save and the discount will automatically be applied to the item in your cart.
5. Once you’ve filled your cart and assigned it to a client, click Continue and Add a tip amount if the client would like to add one.
6. Click continue to collect payment. You can accept a range of payment methods, including Pay by Link, Card terminal, Cash, Voucher, or Split Payment.

Manual 

A manual discount can be applied to a product, membership, service, or voucher once you get to checkout.

1. Go to your Calendar and click on the appointment you’d like to apply the discount to. You'll be redirected to New sale.
2. Click on the product or service you want to check out at a discounted rate and manually adjust the Price.
3. Click Save. The discount will then be applied as a manual price.
4. Once you’ve filled your cart and assigned it to a client, click Continue and Add a tip amount if the client would like to add one.
5. Click continue to collect payment. You can accept a range of payment methods, including Pay by Link, Card terminal, Cash, Voucher, or Split Payment.