Want to give a regular client group an automatic discount? Maybe your VIPs get a permanent discount, or you want to boost business on a quiet day, or run a special deal for one month. You can set all of this up with a Discount Type tied to a Client Category.
You'll need a Client Category to attach the discount to. If you haven't set one up yet, see How to Create, Assign and View Client Categories first, then come back here.
Creating the Discount Type
- Go to Admin, then the Lists tab.
- Use the Select List drop-down to pick Discount Types.
Note: if Discount Types isn't in the drop-down, you haven't turned on Advanced Discounting yet. Click your profile icon at the bottom left of the main menu, then go to Settings. Open the Cash Register (POS) section, switch on Enable Advanced Discounting, then Save.
- Click New and fill in the discount's Name, Type (Percentage or Dollar) and Amount.
- Click Additional Options to expand it.
- Under Restrict to Client Categories, tick the category this discount is for.
- Tick Apply Automatically if you want it to apply without staff having to add it by hand.
- Click Save.
Tip: the same Additional Options panel lets you limit the discount to certain days of the week, or to a date range. This is handy for a one-off promotion that needs to expire.
Once a client is in the category, the discount applies automatically (if you ticked Apply Automatically) any time they're added to a sale in POS.
To let a client category know about a discount you've set up for them, see How to Market to Specific Client Categories.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.