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Documentation Index

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The Discount Settings page lets you create named discount reasons that your team can select when checking out an appointment. Each discount appears as a line item on the sale receipt and is tracked in the Discount Summary report.

Setting up discount reasons

  1. Go to Settings > Discounts
  2. Click Add to create a new discount reason
  3. Enter:
    • Name — A descriptive label (e.g. “Staff Discount”, “Goodwill”, “First Visit”)
    • Type — Choose Percentage (e.g. 20% off) or Fixed Amount (e.g. $15 off)
    • Value — The discount amount or percentage
  4. Click Save Changes
You can create up to 50 discount reasons per location.

How discounts work at checkout

When checking out an appointment, team members see a Discount section in the checkout panel. They select a reason from the configured list, and the discount is applied to the appointment total.
  • Percentage discounts are calculated on the remaining total after any loyalty rewards and prepaid package deductions
  • Fixed amount discounts are capped at the remaining total — they never produce a negative balance
  • Only one discount can be applied per appointment
  • The discount appears on the client’s email receipt

Archiving a discount reason

To stop a discount reason from appearing at checkout without deleting historical data:
  1. Click the archive icon next to the reason
  2. Click Save Changes
Archived reasons no longer appear in the checkout picker but remain visible on past sales and reports.

Reporting

View discount usage in Reports > Discount Summary. The report shows:
  • Daily breakdown — Number of discounts applied and total amount per day
  • Reason breakdown — Total amount and usage count for each discount reason (e.g. “Staff Discount: 12 times, $840”)
  • Comparison mode — Compare against a previous period to spot trends
Discounts also appear in the Sales Summary report’s Discounts column, which includes both loyalty rewards and manual discounts.