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

The following article will show you how to give certain clients a discount automatically at purchase.

Go to Manager > Categories > Client Categories, then click Add to create a new Client Category.

mceclip0.png

Give the category a Name (and description if necessary) then set how much discount should be applied for clients in this category. You can set a service and/or retail discount, and you can use the dropdown buttons to set either a discount percentage or amount.

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

20210506_182244.gif

Next, you'll need to assign this category to the clients that should receive this automatic discount.

To do this, go to Clients > Search for and double-click on a client to open their Client Card > Click the Add button on the right under Client Categories, then select the new category you've created.

20210506_182551.gif

This client will now automatically receive this discount when they go to pay.

To learn about more areas like this in your Phorest system enroll in our Phorest - Your Day To Day course in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.  

Was this article helpful?
0 out of 1 found this helpful