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 at 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 Detailed Line Item report under the “Description” column. You can click the column name to sort by description 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 will display within the Discount Name column.
Please note that, when filtering by Discount Name, a line item will only populate 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