Discounts

PocketSuite’s Discount feature lets you offer promotions to your clients by reducing the costs of your products, services, packages, and more! PocketSuite provides you with the flexibility to apply discounts on different levels and different stages in your transaction flow.

 

To get started, make sure that discounts are enabled by going to Features > Settings then toggling on “Discounts”.

 

In this article:

 

How to add discounts to your items

Adding discounts to your items (products, services, packages, classes and subscriptions) all follow the same process. To add discounts to existing items, go to “Settings” and tap on the type of item that you would like to add a discount to. This example will use “Services”.

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Tap on the item that you would like to add a discount to. Tap “Edit (item)”.

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Tap on “Price” then tap on “Discount rate”. Tap on the discount rate that you would like to apply to the item. The final price of the item will now be modified until changed again. Tap “Done” to save these changes.

 

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To add a discount to new items, tap “Price” then tap on “Discount rate”. Tap on the discount rate that you would like to apply to the item. Tap “Done” to save these changes.

 

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Note: At the service level, PocketSuite allows only percentage discounts rather than flat discounts  to be applied to items. However, you can always offer flat discounts for specific transactions (i.e., appointments, invoices, etc.).



How to apply discounts for bookings

Discounts may also be applied to client bookings. To apply a discount to a client booking, first select the services that you would like to schedule.

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Next, tap on “Total” then tap on “Discount”. Tap on “Type” to edit the type of discount that you would like to apply to this booking. You can choose between offering a percentage discount or a flat discount. You can only apply one discount at a time.

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If you choose a percentage discount, tap “Discount rate” and tap the percentage discount that you would like to apply.

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If you choose a flat discount, tap “Discount amount” to enter the $ amount of the discount that you would like to offer your client. 

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How to apply discounts to invoices

PocketSuite’s Discount feature allows you to include discounts when invoicing a client. To get started, make sure that you have “Discounts” enabled for “Invoices”. Tap on “Total” then “Discount”.

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Tap “Type” to determine the type of discount that you would like to apply. Tap “Done” to save these changes.

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The discount will be reflected in the final total.

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How to apply discounts to clients

PocketSuite’s Discount feature allows you to give clients a discount on any item that you offer. To get started, tap on “Clients” from your dashboard.

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Tap on the client that you would like to offer a discount to. Next, tap on “Edit”.

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Scroll down to “Discount” and tap on it. Tap on the discount rate that you would like to give your client. This discount will be applied to all client transactions.

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Note: At the client profile level, PocketSuite allows only percentage discounts rather than flat discounts. However, you can always offer flat discounts for specific transactions (i.e., appointments, invoices, etc.).



How to apply discounts to a sale

PocketSuite allows you to add a discount to any charge. For a sale, this example will use packages. When selling a package, tap “Price” then “Discount” to apply a discount.

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Tap “Type” to select the type of discount that you would like to apply. Tap “Done” when you are ready to process the transaction.

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The discount will be reflected in the final total. It will not carry over into future purchases of the package.

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To apply a discount to a charge, make sure that “Discounts” are enabled for charges (Settings > Features > toggle on Discounts). Enter the amount of the charge. Add any items that you would like to add to the sale. The $ amount entered into the keypad and the cost of the items will be added together.

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Once you are finished adding all costs and items, tap “Current sale” at the top of the screen. Tap “Discount” to add a discount. The discount can be set as a flat discount or a percentage discount.

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The discount will be reflected in the total amount to be charged.

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Video Walkthrough:

 

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