Creating a Discount

 

What is a discount?

A discount is a reduction in the basic price of any goods or services. For example, a 20% discount on a facial, or a hair cut free (100% discount) with a global hair color service, and so on. Discount in Zenoti can be created for services, products, memberships or packages.

How do I create a discount?

  • In the Marketing tab, click the Discounts link.

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  • A list of all discounts created in the current center display. Click on any of the export icons to export this list to other formats (CSV, Excel, or PDF). Click Add Discount button from the right pane to create a new discount.
  • Enter name and description for the discount.
  • Click the Define Discount on Services check box if you wish to define different discounts on different services, for example, a 30% off on dermalogica facial while a 20% off on all other facials.
  • Select Specific Value or Percentage from the drop-down list. Specific value is the fixed value in Rs. which will be reduced from the basic price when this discount is applied. The percentage is the percentage on basic price which will be reduced, if this discount is applied.
  • Enter the value or percentage amount, as appropriate. You can also enter decimal numbers.
  • Enter the minimum amount for the discount to be applicable. The minimum amount is the minimum amount of purchases a customer should have done for this discount to be applicable. This is determined by the invoice amount.
  • Select the days of the week for which the discount should be valid.
  • Choose whether the discount is a deferrable discount. A deferrable discount means that the discount can be deferred and need not be taken on the same day on the same invoice. For example, there might be a hair cut free on a global hair color. The guest might not want to take the free hair cut at the same time. However, if this discount is deferrable, Zenoti would allow you to apply the free hair cut discount to the customer when the customer comes at a later time. You can also define an expiry date for the discount, until which the discount can be deferred. Click Next.

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  • Select the services for which this discount applies, and click Next.

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  • Select the products for which this discount applies, if applicable, and click Next. If you are creating the discount for services, do not select any product and click Next on this step. Note that you can create a discount for anything you sell - products, services, memberships, or packages. If you are creating a discount for products, create the discount in the step 1, do not select any services in step 2, and choose the products on which you are offering the discount in step 3.

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  • Select the memberships for which this discount applies, if applicable, and click Next. This page will list all available memberships in your center. You can select the memberships on which you are offering a discount. If you are creating the discount for services, do not select any membership and click Next on this step. Note that you can create a discount for anything you sell - products, services, memberships, or packages. If you are creating a discount for memberships, create the discount in the step 1, do not select any services in step 2, do not select any products in step 3, and choose the memberships on which you are offering the discount in step 4.

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  • Select the packages for which this discount applies, if applicable, and click Next. This page will list all available packcages in your center. If you are creating the discount for services, do not select any packages and click Next on this step. Note that you can create a discount for anything you sell - products, services, memberships, or packages. If you are creating a discount for packages, create the discount in the step 1, do not select any services in step 2, do not select any products in step 3, do not select any memberships in step 4, and choose the packages on which you are offering the discount in step 5.

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  • Select the prerequisite service for the discount in the next step. For example, if a hair cut is free on a global hair color, the global hair color needs to be selected as a prerequisite service. The prerequisite service must be included in the invoice for this discount to be applicable. When creating generic discounts, such as a 20% off on all facials, you do not need to select any prerequisite service. Click Finish when you are done to create your discount.

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What do I need to do after a discount is created?

After you have created a discount, a discount must be associated with a campaign. If a discount is not associated with a campaign, the discount will not be available in the appointment book on the invoices. Only campaigns are available in the Take Payment screen on the appointment book and the front office can offer or apply discounts on invoices only through campaigns, hence it is important to create a campaign after you have created a discount. To know more about creating campaigns, read the article 'Create and Edit an SMS\Email Campaign' or 'Creating A Media Campaign'.

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