How do I create a new Discount?

This article will show you how to set up a new Discount, and how to set which staff members can use that Discount during checkout.

Creating a new Discount

Go to Manager > Settings > Financials > Discounts

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Click the Add button to begin creating a new Discount.

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When prompted, type your new discount name into the Name field, then click the Calculator button to set the discount amount. You can choose whether this will be a Percentage amount or a set value Amount.

After you enter the discount amount, click OK then click Save to finish creating your new Discount.

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Staff Access to Discount

After you create a new Discount you will need to set which staff members can apply this discount. This is determined by Access settings.

Go to Manager > Access & Licence Keys and use the Access Level dropdown menu to select which profile you would like to have access to your new discount.

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 Useful Tip!

If you're not sure what Access Level is assigned to a particular staff member, go to Manager > Staff Members, and Single-click on the staff member's name. Their Access Level will be displayed on their main profile page.

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Type the Name of your new discount into the Search field, then check the box for your new discount and then click Save.

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You can also navigate to your new Discount by clicking the > arrow to expand on the Purchase section, then expand again on the Discounts section to see all of your discount types.

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For a guide on how to apply a discount in a transaction, click here.

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

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