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 > Create discount reason
Enter 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 Update.
OR
Click the Actions drop-down 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 Order Line Item Discounts Report, grouped by location and Offer name. Discounts applied through a named Offer show that Offer's name with a Discount type of "Offer." Manual discounts show a Discount type of "Discretionary" — if a Discount Reason was entered at checkout, it appears under Offer name; otherwise this shows as "Unspecified." You can filter or group by Location, Offer name, or Discount type to see totals for the discount reasons you're reviewing.
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