How do I give clients an automatic discount using a Client Category?

This article shows how to automatically apply a discount for specific clients a the time of purchase.

Creating a New Client Category

Go to Manager > Categories > Client Categories, then click the Add button to create a new client category.

Enter a NAME and DESCRIPTION (optional). Set the amount for the Services discount and/or Retails discount for clients in this category. Then, select from the dropdown menu whether the discount is a percentage or a specific amount (currency symbol).

Once you're happy with your settings, click Save.

Assigning a Client to the Category

Go to Clients > Open a client's profile.

Under Basic information, scroll down to the Client Settings section > Select one or multiple categories in the Client Category dropdown menu.

This client will now automatically receive the discounts assigned to their client's category whenever they make a purchase.

Reporting on Discounts

You can run Discounts and Special Offers report for information on discount usage.

You can also run a Sales Transactions report and use the Client Category filter to see a full list of transactions where a Client Category discount was applied.