Skip to main content

Manage discounts

  1. At the organization or center level, click the Marketing icon.

  2. Navigate to Offers > Discounts.

  3. To find a specific discount, in the Search field, enter the discount name.

  4. From the Discount Name column, select the required discount.

  5. Make the necessary changes and click Save.

Other actions on the manage discount page

Action

Steps

Modify discount name

On the General tab, locate the Discount Name box and enter the new text.

Modify discount description

On the General tab, locate the Description box and enter the new text.

Enable the option to apply multiple campaigns on invoices or items

Important

On the General tab, once selected, the Multiple campaigns can be applied on setting can't be modified.

Disable the option to apply multiple campaigns on invoices or items

Important

On the General tab, once selected, the Multiple campaigns can be applied on setting can't be modified.

Change invoice-level discount type to item-level discount

On the General tab, in the Discounts section, select the Item level option.

Select the options to define discounts for services, products, packages, and memberships as per your requirement.

Change item-level discount type to invoice-level discount

On the General tab, in the Discounts section, select the Invoice level option.

Select the options to define discounts for services, products, packages, and memberships as per your requirement.

Offer discount as a percentage or flat value

  1. On the General tab, locate the Discounts section. To enable percentage or flat value discount, select the Invoice level option.

  2. Click on the discount type list.

  3. Select the Percentage or Specific Value option based on your requirement.

    Note

    The specific discount value entered will be the denomination in the set currency for your organization. For example, if you enter 10, the specific discount value will be $10 (if the organization's currency is dollars).

  4. Select the Use only for no-show invoices and Use only for canceled invoices options if required. Read more about these settings.

Modify discount vouchers

Important

On the General tab, once created, you can't modify the Vouchers.

Read more on discount vouchers.

Modify the minimum amount for the invoice

On the General tab, for the Minimum Amount field, enter the price value.

The Minimum Amount is the least the guest must spend on an invoice to be eligible for this discount.

Modify the maximum amount for the invoice

On the General tab, for the Maximum Amount field, enter the price value.

The Maximum Amount is the most the guest can spend and still be eligible for this discount.

Modify the days and times at which the discount is applicable

  1. On the General tab, locate the Applicable Days and Time section.

  2. To set when the discount is applied, select the respective check boxes for the days of the week.

  3. Define the time range for each day when the discount is applicable.

    For example, a discount is only applicable on Sundays, from 12:00 AM to 11:59 PM.

    Applicable_on_days_and_time.png

Enable or disable multiple BOGO discounts

On the General tab, select the Allow Multiples for Buy X get Y Offers check box to enable multiple buy one get one (BOGO) offers. Clear the check box to disable multiple BOGO offers.

Set a specific date of expiry for a deferred discount

  1. On the General tab, select the Allow discount to be used later check box.

    Note

    Disable the Allow Multiples for Buy X get Y Offers check box to enable the Allow discount to be used later option. Both selections are not enabled simultaneously.

  2. To set the expiry for a specific date, select the on option.

  3. Choose a date from the calendar.

Enable or disable time-based discounts

On the General tab, switch on or off the Time-Based Discounts option.

Configure the settings to create time-based discounts. Read more to learn about the settings.

Change appointment color for a time-based discount

  1. On the General tab, navigate to the Time-Based Discounts option.

  2. Click the Select appointment color (if any) option and select the desired color from the color palette.

    Note

    Choose a unique color to avoid any confusion with the standard Zenoti color codes used in the appointment book.

Remove additional discounts from a time-based discount

  1. On the General tab, navigate to the Time-Based Discounts option.

  2. From the list of discounts, remove the required ones by clicking the minus icon (-) on the left of each item.

Add additional discounts from a time-based discount

  1. On the General tab, navigate to the Time-Based Discounts option.

  2. Click the plus icon (+) to Add additional discounts.

  3. Enter the number of hours prior to which the appointment must be booked to avail the discount.

  4. In the Amount box, enter the discount value.

Remove added items for discount criteria from Apply to Services tab.

  1. On the Edit Discount page, navigate to the Apply to Services tab.

  2. From the list of added criteria, click on the Remove icon on the left of the item.

  3. Click Save.

Remove added items for discount criteria from Apply to Providers tab.

  1. On the Edit Discount page, navigate to the Apply to Providers tab.

  2. From the list of added criteria, click on the Remove icon on the left of the item.

  3. Click Save.

Remove added items for discount criteria from Apply to Products tab.

  1. On the Edit Discount page, navigate to the Apply to Products tab.

  2. From the list of added criteria, click on the Remove icon on the left of the item.

  3. Click Save.

Remove added items for discount criteria from Apply to Packages tab.

  1. On the Edit Discount page, navigate to the Apply to Packages tab.

  2. From the list of added criteria, click on the Remove icon on the left of the item.

  3. Click Save.

Remove added items for discount criteria from Apply to Memberships tab.

  1. On the Edit Discount page, navigate to the Apply to Memberships tab.

  2. From the list of added criteria, click on the Remove icon on the left of the item.

  3. Click Save.

Restrict discounts on membership payments

  1. On the Edit Discount page, navigate to the Apply to Memberships tab.

  2. From the Select Type list, select Membership .

  3. To select your membership, in the Membership box, search for the membership and select the membership.

  4. Enter the Discount you want to give. Enter the number of payments for which you want to apply the discount in Payment Installments. The default value is Any, that is, the discount is applicable to all payments.

  5. Click Save.

    Note

    On the membership invoice, the number of payments eligible for discounts is indicated in the Discount column.

Remove added prerequisites from the Service Prerequisites tab.

  1. On the Edit Discount page, navigate to the Service Prerequisites tab.

  2. From the list of added criteria, click on the Remove icon on the left of the item.

  3. Click Save.

Remove added prerequisites from the Product Prerequisites tab.

  1. On the Edit Discount page, navigate to the Product Prerequisites tab.

  2. From the list of added criteria, click on the Remove icon on the left of the item.

  3. Click Save.

Remove added prerequisites from the Package Prerequisites tab.

  1. On the Edit Discount page, navigate to the Package Prerequisites tab.

  2. From the list of added criteria, click on the Remove icon on the left of the item.

  3. Click Save.

Delete a discount

On the Edit Discount page, click Delete.

Note

Ensure that the discount is not live with any campaigns. The In-Use column has a value of No for such discounts.