This article shows how to automatically apply a discount to a specific client group or segment.
In This Article
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 Retail 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.
Online Booking & Online Store Purchases
Client category discounts don’t apply to deposits made during online booking or retail purchases in your online store.
For online bookings, the discount will apply only to the remaining balance paid at checkout on the appointment day.
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.