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Home
>Offers

Applying an Offer

Once you create and enable an offer, the offer can be applied in multiple ways.

You can:

  • Apply an offer internally as a staff member

  • Apply an offer via offer code as a client during online booking

  • Apply an offer automatically when eligible for the discount

  • Apply multiple offers to the same checkout

  • View details of an offer applied to a checkout

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Apply an offer as a staff member

To apply an offer as a staff member, begin the checkout as you normally would.

Select + More > Offer to open the dropdown offers selector. This field is visible if the Offers app is enabled, even if there are no available offers.

If there are no items in the checkout eligible for the discount, the applied offer will have no effect. The offer will display a message indicating why the discount was not applied.

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Apply an offer via offer code

To apply an offer during online booking, clients can enter in the offer code on the booking screen.

Once the client enters the offer code, it will be saved with their booking so that when you check out the client after their appointment, the offer will be applied. Offer codes will not discount pre-payments/deposits for a booking.

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Apply an offer automatically

When you create an offer, if you select to apply the offer automatically at checkout, the offer will appear on all sales that are eligible for the offer. If you remove the offer from the sale by clicking the 'x', you can always re-add it by selecting + More > Offer.

When an offer is applied automatically during checkout, you can see the details of the offer, including the discount amount.

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Apply multiple offers within the same checkout

You can only apply one offer to a single line-item. If multiple offers are applicable for a given line-item, the offer that gives a larger discount will be applied.

In the example shown below, the Loyalty Discount and Anniversary Sale offers were applied to the two line-items in the sale. This checkout was also eligible for a sale-level offer.

When the sale-level offer was applied, the product discounts were removed because the sale-level offer resulted in a higher overall discount.

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View details of an offer applied to a checkout

You can view the details of an offer that was applied to a sale directly in the checkout screen by clicking on the carrot just above the Go To Payments button, and then selecting View details.

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