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Discounts

Create and manage discount rules that reduce the price by a fixed amount or a percentage. Discounts can apply to specific services/categories and to selected clients/client groups.

What you will learn​

  • How to add a new discount.
  • How to scope a discount by services, categories, clients, and groups.
  • How to set usage limits and a validity period.

Where to find it​

  • Go to "Settings" > "Discounts".

Before you start​

  • You need appropriate permissions to access business settings.
  • Recommended: ensure services and client groups are created in advance.

Steps: Create a new discount​

  1. Click "New discount".
  2. Fill in the basics:
    • "Discount Name" — e.g., “VIP clients 10%”.
    • "Discount Type" — "Fixed amount" or "Percentage amount".
    • "Amount/Percentage" — enter the numeric value.
  3. Section "Apply for":
    • Turn on "All Services" if the discount should target specific services, then add them via "Select service".
    • Turn on "All Service Categories" to scope by category, then add them via "Select category".
  4. Section "Rules to" (client scope):
    • Turn on "All Clients" to limit to selected clients, then add them via "Select client".
    • Turn on "All Client Groups" to limit by groups, then add them via "Select client groups".
  5. Section "Limits":
    • “Based on the total sales amount for the past period” — set:
      • "Total value of sales" (amount), and
      • "Number of days passed".
    • “Based on client usage” — set "How many times can be used for each client?".
    • “Based on total number of uses” — set "How many times in total the discount can be used?".
    • “First N visits” — the discount will be applied only for the first N visits of the client.
    • “Every N-th visit” — the discount will be applied on every N-th visit (e.g., N=5 — on the 5th, 10th, 15th, etc.).
  6. Date/Time restriction:
    • Enable "Limit for date / time" and set "Valid From" and "Valid To".
  7. Toggle "Activate" to make the discount active.
  8. Click "Create" (or "Save" when editing).
Tip

For a “Percentage amount”, values are shown like “10%”. For a “Fixed amount”, your business currency is used (e.g., “10.00 EUR”).

Application during sale creation​

  • Discounts are applied automatically when creating a sale if the conditions are met (service/category, client/group, limits, and validity period).
  • No manual action is required; the system calculates the amount based on the discount type (percentage or fixed amount).

Limits — how each type works​

  • Based on client usage: limits how many times a specific client can use this discount. Each valid application increases the client's counter; once the value is reached, the discount no longer applies for that client.
  • Based on total number of uses: a global cap across all clients combined. After the total usage count is reached, the discount will no longer apply to new sales.
  • First N visits: applies only to the client's first N visits/sales where the conditions are met (service, group, period, etc.). After the Nth visit, it won't apply.
  • Every N‑th visit: applies cyclically on every N‑th visit of the client (e.g., N=5 — the 5th, 10th, 15th, etc.).
  • Based on the total sales amount for the past period: the discount applies only if the client's sales amount for the last "Number of days passed" is at least the "Total value of sales". Otherwise, it does not apply.
  • Date/time limit (validity): the discount is active only between "Valid From" and "Valid To". Outside the period, it is not applied automatically.
note

All enabled limits are evaluated together (AND logic). If any limit is not satisfied, the discount will not be applied.

Manage discounts​

  • Edit: Open a discount from the list and click "Edit discount".
  • Delete/Restore: Use "Delete discount" or "Restore discount" if needed.
  • Filters: Use the filter button to filter by “Active/Inactive” and “Only deleted”.
note

Commissions can be calculated before/after discounts depending on commission settings. Check "Commissions" for the exact logic.

Frequently asked questions

Can the discount apply only to some services?

Yes. Turn on “All Services” and add specific services via “Select service”. Similarly for “Service Categories”.

Can I restrict by clients or groups?

Yes. Turn on “All Clients” or “All Client Groups” and add the respective records.

How do usage limits work?

Set a per-client limit and/or a total usage limit. The system blocks over-usage automatically.

Can I make a discount valid only for a specific period?

Yes. Enable “Limit for date / time” and set a start and end date/time.