Skip to main content
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.
Discount settings showing reusable percentage and fixed-amount discount reasons configurable per location

​
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 100 discount reasons per location (including promo codes).

​
How discounts work

Team members can apply discounts at two levels:

​
Per-service discount

Apply a discount to a specific service within an appointment. Each service row in the checkout or edit view has an Add discount link — click it to select a preset reason or create an ad-hoc discount on the spot.
  • Available in both Edit and Checkout modes
  • Applied discounts appear as an amber pill on the service row showing the reason and amount
  • Multiple services can each have their own discount
  • The discount applies to the base service price only — add-ons are not discounted per line, consistent with membership benefits and package coverage (see Service Add-ons)

​
Appointment-level discount

Apply a discount to the entire appointment total, after any per-service discounts. Select a reason from the Discount dropdown in the checkout or edit panel.
  • Available in both Edit and Checkout modes
  • In Edit mode, the discount is saved as a pending adjustment and automatically applied when the appointment is checked out
  • Calculated on the remaining total after per-service discounts, loyalty rewards, and package deductions

​
Ad-hoc discounts

Don’t have a preset that fits? Click Add discount at the bottom of the reason list to enter a one-off value:
  • Choose Percentage or Fixed amount and enter the value
  • Optionally type a Name — if left blank, the discount is labelled “Discount” on the receipt
  • Toggle Save as reason for future use to add it as a permanent preset

​
How they stack

Per-service and appointment-level discounts stack naturally:
  1. Package credits cover specific services first
  2. Membership benefits discount specific services
  3. Per-service manual discounts reduce individual services (clamped to remaining base price)
  4. Appointment-level discount reduces the remaining total
  5. Gift card covers whatever remains
Both percentage and fixed-amount discounts are capped so a line or total never goes negative.
Bundles are covered — by service, not as an object. A discount or promo code scopes to specific services or all services — never to a bundle as a single object. When a scoped service is booked as part of a bundle, the discount reaches that service’s matching component line inside the bundle and discounts it there; the bundle’s other lines are unaffected. Scope the discount to the bundle’s component services, or apply it to all services, to cover a bundle. As everywhere, the discount applies to the base service price only — add-on charges are not discounted per line (see Service Add-ons); an appointment-level discount reduces the remaining total, which does include add-ons.

​
Promo codes

Promo codes are discount reasons with a code that clients can enter during online booking, or that your team can enter at checkout.

​
Creating a promo code

  1. Go to Settings > Discounts
  2. Add a new reason or edit an existing one
  3. Toggle This is a promo code on
  4. Enter:
    • Code — The code clients will enter (e.g. SUMMER25). Automatically converted to uppercase.
    • Expiry date — Optional. The code stops working after this date.
    • Max uses — Optional. Total number of times the code can be redeemed across all clients.
    • Once per client — When enabled, each client can only use the code once.
    • Code entry only — When enabled, the code won’t appear in the staff discount dropdown. Clients (or your team) must type the code to use it.
  5. Click Save changes

​
How clients use promo codes

During online booking, clients see a Have a promo code? link on the booking confirmation step. They enter the code, and the discount is applied to their booking total before payment. If the code is invalid, expired, or doesn’t apply to their selected services, they see a clear error message explaining why.

​
How team members use promo codes

At checkout, your team can enter a promo code in the Promo code collapsible section (below the gift card section). The same validation rules apply.

​
Promo code limits

  • One promo code per booking
  • Promo codes can stack with manual discounts (per-service and appointment-level)
  • Service-scoped codes only apply to the specified services
  • Once-per-client enforcement is atomic — concurrent bookings cannot double-redeem

​
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”)
  • Service breakdown — Which services are most frequently discounted and by how much
  • 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. You can filter the report by:
  • Source — Manual discounts vs Promo codes
  • Scope — Per-service discounts vs Appointment-level discounts

​
Permissions

The Apply discounts permission controls who can apply discounts. By default:
  • Owner, Admin, Receptionist — can apply discounts
  • Team Member — cannot apply discounts (configurable per role)
Manage this in Settings > Team > Roles.