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Create a discount

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

  2. Navigate to Discounts.

  3. To create a new discount, click Add Discount.

  4. To create a discount, configure the tabs and click Finish.

General

  1. Enter the Name and Description of the discount.

  2. To ensure this discount is automatically applied on the POS, select the Auto-apply on POS checkbox.

    Note

    When this setting is enabled, the associated campaign will have a maximum validity period of 6 months. After this period, FDO can extend the campaign by adjusting the start and end dates.

    The FDO can manually remove this discount from the POS if required. In case of a conflict, the most recently created or updated discount takes precedence. This applies to memberships, services, products, and day and series packages.

  3. For the Discount application method setting, select one of the following options.

    • Item-level discount, cannot be combined with other discounts

      Apply a discount to an item in an invoice containing multiple items. Different discounts that are valid can also be applied to other items.

      You purchase three services: Body Massage, Golden Facial, and Hair Color. Discount A is applicable for Golden Facial and Hair Color services. You have another discount (Discount B) that you can apply for Body Massage. With this option, you can apply Discount A to both Golden Facial and Hair Color services and apply Discount B to the Body Massage service.

    • Item-level discount, can be combined with other similar discounts

      Apply multiple discounts to either the same or various items in an invoice.

      A guest purchases three services: Body Massage, Golden Facial, and Hair Color. You create Discount A that is applicable for Golden Facial service. Additionally, a promotion offers a 20% discount on facial services. You can apply both the discounts (the promotional discount for facial services and Discount A) on the Golden Facial service.

    • Invoice-level discount, cannot be combined with other discounts

      Except for manual discounts, no other discounts can be applied to the invoice. Only discounts of this type can be automatically applied, and this type is selected automatically when you check the Auto-apply on POS box.

      A guest purchases three services: Body Massage, Golden Facial, and Hair Color. You create Discount A that applies to Golden Facial and Hair Color services. Similarly, another Discount B can be applied for Body Massage. You can either apply Discount A to both Golden Facial and Hair Color services or Discount B to the Body Massage service, but not both.

  4. Select the Discount type from the two available options, Invoice level or Item level. Configure the settings required for each of the discount types.

    Invoice level settings

    Item level settings

  5. Configure other settings for the discount as per your business requirements.

  6. To navigate to the Services tab, click Next.

Services

Apply discount for the service category

  1. To apply discounts on a broader category or subcategory of services, select the Category option from the Select Type dropdown list.

  2. Select a Service Category and Subcategory.

  3. In the Quantity field, enter the number of services in the selected category (and subcategory, if any) the guest must take to avail the discount.

  4. In the Discount field, enter the amount you wish to offer as a discount.

    The Discount field only appears if you have selected Discount at the Item level in the General tab.

  5. Click Add.

    The added discounts are displayed in the list below.

  6. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  7. Click Next to navigate to the Providers tab.

Apply discount for specific services

  1. To apply discounts on specific services, select the Service option from the Select Type dropdown list.

  2. To view services active only at the center or zone level, select the Show active items only at center level or Show active items only at zone level checkbox, depending on the level where you are creating the discount.

  3. In the Service field, enter the service name.

  4. In the Quantity field, enter the number of the specified service the guest must take to avail of the discount.

    When you leave the Quantity field blank, the discount applies to any quantity of the selected service.

  5. In the Discount field, enter the amount you wish to offer as a discount.

    The Discount field only appears if you have selected Discount at the Item level in the General tab.

  6. Click Add.

    The added discounts are displayed in the list below.

  7. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  8. Click Next to navigate to the Providers tab.

Apply discount for services with specific tags

  1. To apply discounts for services with specific tags, select the Tags option from the Select Type dropdown list.

  2. In the Tag field, enter the tag. The discount will apply only to services that are associated with this tag.

  3. In the Quantity field, enter the number of services with the specified tag that a guest must purchase to avail the discount.

    If you leave the Quantity field blank, the discount applies to any service with the selected tag.

  4. In the Discount field, enter the amount you wish to offer as a discount.

    The Discount field only appears if you have selected Discount at the Item level in the General tab.

  5. Click Add.

    The added discounts are displayed in the list below.

  6. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  7. Click Next to navigate to the Providers tab.

Providers

  1. There are three types of provider discounts. Begin by selecting an option from the Select Type list.

    • Roles

      Apply a discount to services performed by providers with a specific role.

      Select a role from the Select Role list.

      Note

      The Roles setting under the General tab in Discounts controls which employee roles can apply the discount in the POS. Only roles that are enabled can view and use the discount. If a role is unchecked, the associated employee cannot apply the discount during checkout.

    • Jobs

      Apply a discount to services performed by providers with a specific job.

      Select a job from the Select Job list.

    • Employees

      Apply a discount to services performed by a specific set of providers.

      Select the employee center. From the Select any Employee list, select the required employee.

      At the center level, the step for selecting an employee center does not appear.

  2. Click Add.

  3. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  4. To navigate to the Products tab, click Next.

Products

Apply discount for the product category

  1. To apply discounts on a broader category or subcategory of products, select the Category option from the Select Type dropdown list.

  2. Select a Product Category and Subcategory.

  3. In the Quantity field, enter the number of products in the selected category (and subcategory, if any) the guest must take to avail the discount.

    The Quantity field denotes the minimum number of products that the guest must purchase from the product category to be eligible for the discount. Also, the maximum number of products the guest can avail the discount.

  4. From the Select Discount Type drop-down, select the discount type as Flat Value, Percentage, or Final Price.

    The Select Discount Type field appears when the Item Level discount with Define discount for each selected product setting is selected in the General tab.

    You cannot combine a Final Price discount with Percentage or Flat Price discounts.

  5. In the Discount field, enter the amount you wish to offer as a discount.

    The Discount field only appears if you have selected Discount at the Item level in the General tab.

  6. Click Add.

    The added discounts are displayed in the list below.

  7. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  8. Click Next to navigate to the Memberships tab.

Apply discount for specific products

  1. To apply discounts on specific products, select the Product option from the Select Type dropdown list.

  2. To view products active only at the center or zone level, select the Show active items only at center level or Show active items only at zone level checkbox, depending on the level where you are creating the discount.

  3. In the Product field, enter the service name.

  4. In the Quantity field, enter the number of the specified products the guest must take to avail of the discount.

    The Quantity field denotes the minimum number of specified products that the guest must purchase to be eligible for the discount. Also, the maximum number of products the guest can avail the discount.

  5. From the Select Discount Type drop-down, select the discount type as Flat Value, Percentage, or Final Price.

    The Select Discount Type field appears when the Item Level discount with Define discount for each selected product setting is selected in the General tab.

    You cannot combine a Final Price discount with Percentage or Flat Price discounts.

  6. In the Discount field, enter the amount you wish to offer as a discount.

    The Discount field only appears if you have selected Discount at the Item level in the General tab.

  7. Click Add.

    The added discounts are displayed in the list below.

  8. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  9. Click Next to navigate to the Memberships tab.

Apply discount for products with specific tags

  1. To apply discounts for products with specific tags, select the Tags option from the Select Type dropdown list.

  2. In the Tag field, enter the tag. The discount will apply only to products that are associated with this tag.

  3. In the Quantity field, enter the number of products with the specified tag that a guest must purchase to avail the discount.

    If you leave the Quantity field blank, the discount applies to any product with the selected tag. The Quantity field denotes the minimum number of products that the guest must purchase to be eligible for the discount. Also, the maximum number of products the guest can avail the discount.

  4. From the Select Discount Type drop-down, select the discount type as Flat Value, Percentage, or Final Price.

    The Select Discount Type field appears when the Item Level discount with Define discount for each selected product setting is selected in the General tab.

  5. In the Discount field, enter the amount you wish to offer as a discount.

    The Discount field only appears if you have selected Discount at the Item level in the General tab.

  6. Click Add.

    The added discounts are displayed in the list below.

  7. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  8. Click Next to navigate to the Memberships tab.

Memberships

  1. There are two types of membership discounts. Begin by selecting an option from the Select Type list.

    • Membership

      To view memberships active only at the center or zone level, select the Show active items only at center level or Show active items only at zone level checkbox, depending on the level where you are creating the discount.

      In the Membership field, enter the membership name you wish to discount.

      The Quantity field denotes that a guest must purchase a minimum number of the specified membership to be eligible for the discount. Also, the maximum number of memberships the guest can avail the discount.

    • Tag

      In the Tag field, enter the tag name. The discount will apply only to memberships that are associated with this tag.

      The Quantity field denotes the minimum number of memberships with the specified tag that a guest must purchase to be eligible for the discount. Also, the maximum number of memberships the guest can avail the discount.

  2. In the Discount field, enter the amount you wish to offer as a discount.

    The Discount field only appears if you have selected Discount at the Item level in the General tab.

  3. Click Add.

    The added discounts are displayed in the list below.

  4. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  5. To navigate to the Packages tab, click Next.

Packages

Apply discount for the package category

  1. To apply discounts on a broader category or subcategory of packages, select the Category option from the Select Type dropdown list.

  2. Select a Package Category and Subcategory.

  3. In the Quantity field, enter the number of packages in the selected category (and subcategory, if any) the guest must take to avail the discount.

    The Quantity field denotes the minimum number of products that the guest must purchase from the package category to be eligible for the discount. Also, the maximum number of packages the guest can avail the discount.

  4. From the Select Discount Type drop-down, select the discount type as Flat Value, Percentage, or Final Price.

    The Select Discount Type field appears when the Item Level discount with Define discount for each selected product setting is selected in the General tab.

    You cannot combine a Final Price discount with Percentage or Flat Price discounts.

  5. In the Discount field, enter the amount you wish to offer as a discount.

    The Discount field only appears if you have selected Discount at the Item level in the General tab.

  6. Click Add.

    The added discounts are displayed in the list below.

  7. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  8. Click Next to navigate to the Service Prerequisites tab.

Apply discount for specific packages

  1. To apply discounts on specific packages, select the Package option from the Select Type dropdown list.

  2. To view packages active only at the center or zone level, select the Show active items only at center level or Show active items only at zone level checkbox, depending on the level where you are creating the discount.

  3. In the Package field, enter the service name.

  4. In the Quantity field, enter the number of the specified packages the guest must take to avail of the discount.

    The Quantity field denotes the minimum number of packages that the guest must purchase to be eligible for the discount. Also, the maximum number of packages the guest can avail the discount.

  5. In the Discount field, enter the amount you wish to offer as a discount.

    The Discount field only appears if you have selected Discount at the Item level in the General tab.

  6. Click Add.

    The added discounts are displayed on the list below.

  7. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  8. Click Next to navigate to the Service Prerequisites tab.

Apply discount for packages with specific tags

  1. To apply discounts for packages with specific tags, select the Tags option from the Select Type dropdown list.

  2. In the Tag field, enter the tag. The discount will apply only to packages that are associated with this tag.

  3. In the Quantity field, enter the number of packages with the specified tag that a guest must purchase to avail the discount.

    If you leave the Quantity field blank, the discount applies to any packages with the selected tag. The Quantity field denotes the minimum number of packages that the guest must purchase to be eligible for the discount. Also, the maximum number of packages the guest can avail the discount.

  4. In the Discount field, enter the amount you wish to offer as a discount.

    The Discount field only appears if you have selected Discount at the Item level in the General tab.

  5. Click Add.

    The added discounts are displayed in the list below.

  6. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  7. Click Next to navigate to the Service Prerequisites tab.

Service Prerequisites

Contact your Zenoti representative if you do not see this tab.

  1. You can apply service prerequisites on three types of selections to provide discounts while availing or purchasing services. Begin by selecting an option from the Select Type list.

    • Category

      1. Select a Service Category and Subcategory.

      2. In the Quantity field, enter the minimum number of services from the selected category (and subcategory, if any) the guest must purchase to avail the discount.

      3. In the Condition field, select either OR or And to specify if the guest must purchase from any additional service categories to be eligible for the discount.

    • Service

      1. To view services active only at the center or zone level, select the Show active items only at center level or Show active items only at zone level checkbox, depending on the level where you are creating the discount.

      2. In the Service field, enter the service name.

      3. In the Quantity field, enter the minimum number of services the guest must take to avail of the discount.

      4. In the Condition field, select either OR or And to specify if the guest must purchase any additional services to be eligible for the discount.

    • Tag

      1. In the Tag field, enter the tag name to set the service prerequisite for the discount.

      2. In the Quantity field, enter the number of services with the specified tag that a guest must purchase to avail the discount.

      3. In the Condition field, select either OR or And to specify if the guest must purchase any additional services (with the assigned tag) to be eligible for the discount.

  2. Click Add.

    The added prerequisites for discounts are displayed in the list below.

  3. To add another service prerequisite discount, repeat the above steps.

    To remove the added discounts, click Delete.

  4. To navigate to the Product Prerequisites tab, click Next.

Product Prerequisites

The Product Prerequisite tab only appears if you have selected None in the Multiple campaigns can be applied on field of the General tab.

  1. You can apply product prerequisites on three types of selections to provide discounts while availing or purchasing products. Begin by selecting an option from the Select Type list.

    • Category

      1. Select a Product Category and Subcategory.

      2. In the Quantity field, enter the minimum number of products from the selected category (and subcategory, if any) the guest must purchase to avail the discount.

      3. In the Condition field, select either OR or And to specify if the guest must purchase from any additional product categories to be eligible for the discount.

    • Product

      1. To view products active only at the center or zone level, select the Show active items only at center level or Show active items only at zone level checkbox, depending on the level where you are creating the discount.

      2. In the Product field, enter the product name.

      3. In the Quantity field, enter the minimum number of products the guest must take to avail of the discount.

      4. In the Condition field, select either OR or And to specify if the guest must purchase any additional products to be eligible for the discount.

    • Tag

      1. In the Tag field, enter the tag name to set the product prerequisite for the discount.

      2. In the Quantity field, enter the number of products with the specified tag that a guest must purchase to avail the discount.

      3. In the Condition field, select either OR or And to specify if the guest must purchase any additional products (with the assigned tag) to be eligible for the discount.

  2. Click Add.

    The added prerequisites for discounts are displayed in the list below.

  3. To add another product prerequisite discount, repeat the above steps.

    To remove the added discounts, click Delete.

  4. To navigate to the Package Prerequisites tab, click Next.

Package Prerequisites

The Package Prerequisite tab only appears if you have selected None in the Multiple campaigns can be applied on field of the General tab.

  1. You can apply package prerequisites on three types of selections to provide discounts while availing or purchasing packages. Begin by selecting an option from the Select Type list.

    • Category

      1. Select a Package Category and Subcategory.

      2. In the Quantity field, enter the minimum number of packages from the selected category (and subcategory, if any) the guest must purchase to avail the discount.

      3. In the Condition field, select either OR or And to specify if the guest must purchase from any additional product packages to be eligible for the discount.

    • Package

      1. To view packages active only at the center or zone level, select the Show active items only at center level or Show active items only at zone level checkbox, depending on the level where you are creating the discount.

      2. In the Package field, enter the package name.

      3. In the Quantity field, enter the minimum number of packages the guest must take to avail of the discount.

      4. In the Condition field, select either OR or And to specify if the guest must purchase any additional packages to be eligible for the discount.

    • Tag

      1. In the Tag field, enter the tag name to set the package prerequisite for the discount.

      2. In the Quantity field, enter the number of packages with the specified tag that a guest must purchase to avail the discount.

      3. In the Condition field, select either OR or And to specify if the guest must purchase any additional packages (with the assigned tag) to be eligible for the discount.

  2. Click Add.

    The added prerequisites for discounts are displayed in the list below.

  3. To add another package prerequisite discount, repeat the above steps.

    To remove the added discounts, click Delete.

  4. To create a discount, click Finish.

Create a package discount

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

  2. Navigate to Discounts and click Add Package Discount.

  3. In the General tab, enter Discount Name and Description.

  4. To make the package discount available for your business, select Active.

  5. To navigate to the Services tab, click Next .

  6. Configure the type of discount from the three available options.

  7. To create a package discount, click Finish. To navigate to the General tab, click Back.

Apply package discount for the service category

  1. To apply discounts on a broader category or subcategory of services, select the Category option from the Select Type dropdown list.

  2. Select a Service Category and Subcategory.

  3. From the Select Discount Type drop-down, select the discount type from one of the three options, i.e., Flat Value, Percentage, or Final Price.

  4. In the Discount field, enter the amount you wish to offer as a discount.

    If the Discount field is blank, the discount value is set as zero.

  5. Click Add.

    The added discounts are displayed in the list below.

  6. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  7. To create a package discount, click Finish. To navigate to the General tab, click Back.

Apply package discount for specific services

  1. To apply discounts on specific services, select the Service option from the Select Type dropdown list.

  2. In the Service field, enter the service name.

  3. From the Select Discount Type drop-down, select the discount type from one of the three options, i.e., Flat Value, Percentage, or Final Price.

  4. In the Discount field, enter the amount you wish to offer as a discount.

    If the Discount field is blank, the discount value is set as zero.

  5. Click Add.

    The added discounts are displayed in the list below.

  6. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  7. To create a package discount, click Finish. To navigate to the General tab, click Back.

Apply package discount for services with specific tags

  1. To apply discounts for services with specific tags, select the Tags option from the Select Type dropdown list.

  2. In the Tag field, enter the tag. The discount will apply only to services that are associated with this tag.

  3. From the Select Discount Type drop-down, select the discount type from one of the three options, i.e., Flat Value, Percentage, or Final Price.

  4. In the Discount field, enter the amount you wish to offer as a discount.

    If the Discount field is blank, the discount value is set as zero.

  5. Click Add.

    The added discounts are displayed in the list below.

  6. To add another discount, repeat the above steps.

    To remove the added discounts, click Delete.

  7. To create a package discount, click Finish. To navigate to the General tab, click Back.

Create an invoice discount

Tip

View video

An invoice discount applies a discount on the overall invoice amount.

  1. Based on your role and access, from the organization or center level, click the Marketing icon.

  2. Navigate to Discounts.

  3. On the Manage discounts page click Add Discount.

    appears.

  4. On the Create New Discount page, enter the name of the discount and a description.

  5. For Multiple campaigns can be applied on setting, select None.

    So, if the front desk applies this discount, they cannot apply any other discount on the invoice.

  6. As we want to provide a discount on the invoice, select the Discount types as Invoice level.

  7. From the drop-down under Invoice level, select Percentage and enter the required value in the box.

  8. Click Next.

    The discount fields in the Services tab appear.

    To remove the discount entries, click Delete.

  9. As we want to provide a discount on all services, from the Select Type drop-down, select Category.

  10. Click Add.

  11. Click Next.

    The fields in the Product tab appear.

    To remove the discount entries, click Delete.

  12. As we want to provide discount on all products, from the Select Type drop-down select Category.

  13. Click Add.

  14. To create an invoice discount, click Finish.

Create a discount code to purchase series package at a discounted rate online

Create a discount

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

  2. Navigate to Discounts.

  3. To add a new discount, click Add Discount.

  4. To create a discount, configure the tabs and click Finish.

  5. Enter the name and description of the discount.

  6. For the Multiple campaigns can be applied on setting, select Single Invoice.

  7. Select the Discount type as Item Level.

  8. Select the Define Discount for each selected package checkbox.

  9. Click Next until you get to the Packages tab.

  10. Select a Package Category and Subcategory as required.

  11. In the Quantity field, enter the number of products from the package category (and subcategory, if any) the guest must take to avail the discount. The Quantity field denotes the minimum number of products the guest must purchase from the package category to be eligible for the discount. Also, the maximum number of packages that the guest can avail the discount.

  12. In the Discount field, enter the amount you wish to offer as a discount.

  13. Click Finish.

Associate the discount to a campaign

  1. Navigate to Marketing > Campaigns.

  2. Select the type of campaign you want to set up.

  3. Create a campaign and enter the discount code in the Offer Code field.

  4. Associate the discount you created to the campaign and enter the rest of the details according to your requirement.

Allow redemption on webstore

  1. Navigate to the organization level and click the Configuration icon.

  2. Search for and select the Series Packages setting from the Online booking settings section.

  3. Click Webstore V2 > Series Packages.

  4. To allow guests to redeem a discount coupon code when buying a series package, enable the Allow Discount Code Redemption setting.

  5. Configure the rest of the details according to your requirement.

  6. Click Publish.

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