Creating discounts
Learn how to create discounts to apply to your products, including specifying discount names, determining discount amounts, configuring discount periods, selecting how to apply discounts, and applying discounts to products
Kevin Penner
Last Update 10 maanden geleden
More than one discount applies
If multiple discounts apply to the same period for a membership plan or product, the system applies the highest discount.
For example, A product costs $100.00 with 50%, 20%, $5.00, and $80 discounts applicable to the product booking.
- 50% discount > 20% discount
- 50% discount > $5 fixed discount
- 50% discount < $80 fixed discount
In this case, the highest discount of $80.00 is applied.
We recommend against adding a combination of fixed and percentage discounts to the same membership plan for simplicity.
A customer using a discount code will override any other discounts.
You can specify a descriptive Name for the discount (e.g., June Special), which can be a maximum of 50 characters. This is used internally for reporting and is seen by the Customer on their invoice.
Be sure to give your vouchers and all discounts descriptive names to help you find them in internal reports, for example, Summer Promo 10% Per Booking, After Tax.
Determining discount amounts
With the Discount period setting, you can set when the valid date range for the discount.
By default, the Discount period is set to be Always valid. This is a permanent discount that is not defined by date.
You can turn off the Always Valid switch to show the Date Range field. Using the date picker, you can choose a start and end date from the displayed fields.
If the date range is not set, the discount is always valid.
The discount date range applies to a booking's start and end dates, not the date that the booking is created.
Ensure that the booking dates are within the discount's active date range.
You select which days of the week the discount applies. For example, if you want the discount to apply only on Tuesdays and Thursdays between June 14th and July 14th, 2024.
Choose the Discount code option if you want Customers to enter a code to be eligible for the discount.
Enter a unique code in the Discount field provided. In this case, the Customer must enter this code, which is not case-sensitive, to receive the discount.
You can leave the Discount field blank if you don't want to require a code to apply the discount. In this case, the discount is applied automatically to all applicable products.
The discount code should be alpha-numeric and not contain any spaces.
This code can be used by multiple customers more than once.
Products do not support applying an open discount at this time.
Choose the Voucher code option if you want to offer discount codes for one-time use.
You can upload a CSV file with the list of codes. Drop or select a CSV file to upload using the Voucher code field provided.
To learn more about uploading vouchers, please consult the following articles:
Next, you need to select how to apply the discounts.
Selecting how to apply discounts
For those using discount codes or voucher codes, you need to select how to apply the discounts.
A discount is applied to each applicable product added to the booking.
The discount is calculated based on the current price and quantity of each applicable product booked.
For example, a discount of $5.00 for each applicable product booked (x3) = $15.00.
The discount is applied to the order subtotal after tax. For example, ($100 + 5% tax) - $10 discount = $95.00
The discount is applied to the subtotal before tax. For example, ($100 - $10 discount) + 5% tax = $94.50
If a 100% discount is offered, the Customer is still responsible for the taxes if the discount is set to per booking after tax.
If set to per product, the Customer does not owe anything upon checkout.
Applying discounts to products
Product discounts are not applied by default to your inventory. You must select specific products or categories to which the discount should be applied.
Click Select All to apply the discount to all categories and products.
Click Select None to deselect all categories and products.
Customers can apply one discount code to each product within a booking.
How do I turn off a discount code?
When editing a discount code entry, you can turn off a discount by disabling the Enable Discount button at the top right of the page. Remember to Save the change.