Discount Codes

Discount Codes are part of the Loyalty system. They allow you to set up pre-defined discounts to speed up the checkout process as well as track the discounts your customers are using.

To set up your discount codes go to Maintenance, Loyalty, and choose Discount Codes. To start filling in the information for your discount click Add New Discount at the top for new discounts or select the discount you would like to change from beneath the Add New Discount option. Then, fill in the information listed below.

Active	This box is checked for Active discounts. Unchecking the box will turn off this discount. Discounts are automatically activated and deactivated based on their Start Date and End Date.
Description	The information about the discount and its description. This can be anything you'd like to type in to identify your discount.
Code	This is the code that your staff will key in when checking out the customer. It should be a short code that's easy to type in to minimize mistakes when checking out the customers.
Date Entered	Shows the date that the discount code was added. This date can not be changed.
Start Date	The first date this discount should be active. Leaving this blank means that the discount code starts out active as long as the Active box is check marked.
End Date	The last date this discount should be active. Leaving this blank means that the discount code never expires and will be active as long as the Active box is check marked.
Service Discount	There are two boxes here. The first box allows the entry of a dollar amount to discount all eligible services. The second box allows the entry of a percentage to discount all eligible services. Only one of these boxes can be used on each discount.
Service Discount Type	Depending on your setup you will have the following options: 1) Discount Each Service (Discounts each service by the % or dollar amount specified) 2) Discount once per Ticket from Salon Card (Discount is applied once to Salon Card Only) 3) Discount once per Ticket from Service Provider (Discounts highest value service from technician) or all discounts are applied to a specified employee or the salon card (Call for setup) 1) Discount Each Service (Discounts each service by the % or dollar amount specified) 2) Discount once per Ticket (Discounts the highest service by the % or dollar amount specified)
Retail Discount	There are two boxes here. The first box allows the entry of a dollar amount to discount all eligible retail items. The second box allows the entry of a percentage to discount all eligible retail items. Only one of these boxes can be used on each discount.
Set Min/Max Amounts	This optional section allows you to set minimum or maximum service or retail amounts for the entire transaction in order to qualify for the discount. When changing these amounts, 0 should be entered if you don't want a minimum and 99999 should be entered if you don't want a maximum.
Service Selection	This optional section allows you to select either a specific service or service department for the service discount. If you specify a service or department the discount will only be applied to eligible services.
Retail Selection	This optional section allows you to select a specific retail item, category, classification, supplier for the retail discount. If you specify a retail item, category, classification, or supplier the discount will only be applied to eligible items.
Employee Selection	This optional section allows you to select either a specific employee or employee classification for the service and retail discounts. If you specify an employee or classification the discount will only be applied to eligible service and retail items.
Valid Customer Types	This optional section allows you to select certain Customer Types to limit who can use a discount code. For example, you could limit a certain discount code to only customers marked as VIP for their Customer Type.

When checking customers out you would click the Discount Code button and enter the applicable discount. Discounts can be removed by clicking the button again (though the prices would have to be changed back manually). Once the sale is finished the discount can be removed under Correction through Change Payment Method from a Transaction Today by using the Discount Info button (though again the prices would have to be changed manually).

A report called the Discount Report detailing the discounts used and amounts discounted is available under Reports, Owner Reports, Date Range Reports. You can get a non-detailed listing that shows each discount as well as the amount discounted during the selected dates or a detailed version that shows each discount as well.