Overview
Discount Reasons are displayed within a dropdown when adding a discount during checkout, and can be selected by your front desk staff for price adjustments.
NOTE: Discount Reasons are available to all businesses. However, Offers are only available to businesses with Premier and Enterprise subscriptions. If you are a Premier or Enterprise customer, please see the Offers support article.
Adding a New Discount Reason
Go to Business Settings > Discount Reasons > New Discount Reason.
Enter in the Discount Reason and click Save.
Deleting and Editing a Discount Reason
NOTE: Deleting a discount reason will make it inactive, however, it will still appear in reports and sales.
Select the Reason in the list.
Edit details and click Save.
OR
Click the trash can icon on the bottom left to delete.
Applying Discount Reasons at Checkout
See the Discounts support article to understand how to apply a discount reason in a ticket.
Viewing Discount Reason Usage
In Reports
Discount Reasons are visible in the Detailed Line Item report under the “Discount Name” column. You can click the column name to sort by Discount Name type and group together the discount reasons that you wish to see. If multiple discounts are applied to a single line item, all applied discounts display within the Discount Name column.
NOTE: When filtering by Discount Name, a line item only populates if all applied discounts are selected. For example, if “Summer Promo” and “Tuesday Savings” are applied to a service, the Discount Name filters for both “Summer Promo,” “Tuesday Savings” must be selected for the service sale to populate.
In Sales
After a discount has been applied to an appointment, the Discount Reason appears next to the discounted amount. Reasons can be changed after the discount has been added.
Example Discount Reason in Checkout Window
Example Discount Reason in Closed Order Window