Scenarios:

  1. You wish to give a particular customer or family a discount.

  2. You want the discount to apply to a specific activity type or to all bookings.

This document assumes the following:

  • You are clear about the discounts you offer and how they affect your business.

  • You understand that direct discounts are different from Activity Discounts

How To Add Direct Discounts

1. Within the Customer tab search and select your customer.

2. Click the action cog and select edit.

3. Under Direct Discounts select:  "I want to set up a direct discount for this customer".

6. Select which activity type this discount will apply to and add a description.

7. Select the Discount to be a percentage(%) or a dollar amount($). 

8. Select an expiry date for the Direct Discount. 

Please note that you can disable Combining (Stacking) of Discounts if more than one discount type applies to a customer. Please refer to this help guide for further information.

The direct discount will now apply to all invoices generated going forward. See the Direct Discount FAQ Help Guide to answer further queries you may have.

Great! Now you know how to Add Direct Discounts. See how to filter your direct discount customer list here.