Once you've created a discount with a discount code, you can allow your clients to use the discount code on an invoice created by a scheduler with a required deposit.
Before you start, you'll need:
- At least one discount template that has a discount code
- A scheduler template with a required deposit where you'd like to allow the use of a discount code
How to Allow Clients to Apply a Discount When Scheduling an Appointment
- Go into the Advanced tab of your scheduler template.
- Under Additional Options, toggle the Invoice option on. Add the necessary line items to build the invoice.
- Under Allow clients to apply discounts? select Yes.
- A dropdown menu will appear. Select one or more discounts you would like to allow to be applied to the invoice created by this scheduler. Remember, only one discount can be applied at a time, but any discounts listed here will be allowed.
- Save your scheduler template.
The discount codes of the discounts you selected will now be valid when entered on the invoice created by this scheduler. Any restrictions you set in the discount template for max uses or an expiration date will apply.
If you need to remove a discount, just click the X next to the discount name in the Advanced tab of your scheduler template.
Using the Discount Code
After they submit the proposal, your client can enter the discount code in the field on the invoice. Remember that the discount code is case-sensitive! The discount will be applied to the entire invoice, pre-tax.
A Note on the Max. Number of Uses Setting
When creating your discount template, you'll have an option to set a maximum number of times the discount code can be applied. Please bear in mind that as soon as a client applies this discount code to an invoice, that will be logged as a use of the code, even if they do not ultimately pay.
To recover uses of a discount code, you can increase the max number you set in the discount template or manually remove the applied discount from an unpaid invoice.
Where do I set the code for my discount?
You will set the discount code while creating or editing the discount template under Templates >> Packages. Learn how to create a discount here!
Can I automatically exclude certain line items from the discount?
No, the discount will be applied to the entire invoice.
I've attached a proposal as an additional form to the scheduler. How do discounts work in that scenario?
When you attach a proposal as the additional form to the scheduler, the line item(s) for the required deposit on the scheduler will be added to the same invoice as any packages selected on the proposal. Any discount code that has been enabled on the scheduler template OR the proposal template will be accepted on the invoice. Only one code may be ultimately applied on the invoice.
My client is entering the discount code but keeps getting an error message saying the code is invalid.
First, remember that discount codes are case-sensitive and must be entered exactly as they appear in the settings of your discount template! If your client is entering the correct code and still getting an error, check the settings of your proposal to ensure you've allowed that specific discount. Any further issues, send us a chat!