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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 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 discountClick 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.

PRO TIP: The list of discounts available is populated from the discounts 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 deal per product or service.


Manual discount

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.

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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