Give a discount at checkout

At checkout you give a discount in two ways: on the whole sale, or on one line by lowering its price. You see both in the summary before the client pays.

How discounts work

• A Cart discount is a percentage or a fixed amount off the whole sale. A percentage cannot be more than 100%, a fixed amount not more than the subtotal.
• If you lower the price of a line, the line says Manually lowered. If you raise it, it says Manually raised.
• At the bottom of the cart you see Manual discount and Cart discount separately, above the Subtotal and the Tax.
• When an appointment comes into the till, its line takes the appointment's price, including a discount you already gave in the calendar.
• A tip percentage is worked out over the amount after discount.

Add a cart discount

1. Put the services and products in the cart.
2. At the bottom, click the three dots (More) next to Proceed to payment. You see Quick actions. On your phone this menu opens at the bottom of the screen.
3. Choose Add cart discount.
4. Choose Percentage or Fixed amount and fill in the value. You see the Discount amount straight away.
5. Click Apply.

To remove the cart discount again, choose Add cart discount once more and click the bin icon next to Apply.

Change the price of one line

1. Click the line in the cart, or its pencil (Edit).
2. Change the amount under Price. You see straight away how much manual discount or price increase you apply. Reset puts the original price back.
3. Check the Item total and click Apply.

Who may give a discount

• A cart discount: Can apply discounts on orders. Without it you do not see Add cart discount.
• Changing the price of a line: Can edit prices at checkout. Without it you cannot change the Price field.
• A discount on an appointment in the calendar: Can apply discounts on appointments.

You set permissions under Settings › Team members › Permission roles.

Frequently asked questions