Overview
Discounts are price modifications that occur at the time of checkout. They can be a specific dollar amount or a percentage, and can be applied to all services or to just one specific service within a transaction.
To add a discount at checkout:
Open the appointment's checkout window.
Add any additional items.
Click the 3-dot icon next to an item to add a discount (you have the option in the discount window to apply this discount to just the singular item or all items).
Add a Discount Reason from the dropdown.
Click Update.
With the updated prices, now select the payment method(s) at the bottom of the window to finalize the checkout.
Viewing Discount Reason Usage
In Reports
Discount Reasons are visible in the Order Line Item Discounts report under the "Offer Name" column — this shows the configured offer name for system-generated offers, or the free-text reason staff entered for discretionary discounts. You can click the column name to sort by name and group together the discount reasons you wish to see.
Each discount application appears as its own row in the report. If multiple discounts are stacked on a single line item, they'll show as separate rows (identified by Discount ID) rather than combined into one cell — and the sale and net amount for that line item are proportionally split across each discount based on its share of the total. Filter or group by Offer Name to isolate a specific reason; you no longer need to select every stacked discount together to see a line item 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