For a general overview of Portal Settings, see Portal Settings Overview.


Discounts automatically reduce the price of qualifying visits. Once a rule is active it applies portal-wide, recalculating whenever visits are added, canceled, or edited, so you can rely on the automation instead of managing prices by hand.


Important: Every client receives an active Discount unless that client has a custom price in their profile. Custom pricing overrides all automatic discounts.

Creating a Discount

  1. Open Operations › Service Settings › Discounts and click New Discount.

  2. Complete the Details section in on-screen order:

    • Name – internal only.

    • Type – choose Discount (frequency-based) or Combination (pairing-based).

    • Price – enter a flat amount or choose Percent Off from the menu.

    • Active – set to Yes.

  3. In Services & Time Blocks choose which Base Services and Time Blocks the rule should check.

  4. Click Save.

Discount types

  • Discount (frequency)

    Triggers when a client schedules the qualifying number of visits.

    Options include per-day, per-week, per-month, or consecutive-day counts, with percent-off or dollar-off pricing.

  • Combination

    Triggers when one service occurs before, after, or on the same day as another service you specify—for example, give a break discount to a 30-minute walk that follows an overnight visit.

How automatic discounts behave

  • Global effect – as soon as a rule is active it evaluates visits for all clients.

  • Continuous recalculation – any change that affects a qualifying window (add, cancel, edit) makes the portal recalculate all related visits instantly.

  • No stacking – only the highest-priority rule that matches a visit will apply. Arrange priority with View › Reorder (top = highest).

  • Custom prices override – set a custom price in a client profile to exclude that client from every automatic discount.

  • Manual prices discouraged – if you override a visit price manually, later recalculations will not adjust that visit.

Turning discounts on or off

  • Disable temporarily: edit and set Active = No.

  • Remove permanently: select ➜ Delete. Visits that were already invoiced keep their existing prices.