Discounts (new method)
The system can automatic discount visits based on frequency (per day/week/month or consecutive days) or with specific combinations of services (eg. morning visit after overnight). This functionality is an improvement on the Frequency and Combination Discounts (below) in that they can apply to multiple service types at once and they have more options to fine tune the pricing (percent off instead of just a set price, etc).
- Setup the discounts from the Petcare > Services & Times > Discounts page
- If using a Discount type you can setup price that will be applied based on the frequency in which visits occur
- If using a Combination type you can setup price that will be applied based on when a different service type of your choice is scheduled in relation to this service
- The order of the discounts will determine which ones take priority (only one discount can be applied to a visit), top being the highest priority. Use the "Reorder" view to change the order/priority of the discounts.
- These new discounts will override the Frequency Discounts already setup at the service level, but it will be good to remove those completely once this new functionality is set
Frequency and Combination Service Discounts (old method)
NOTE: Use the method above as it provides more thorough discounting options. Instead of creating separate service types when discounting based on frequency (e.g. 2 visits per day or 5 visits per week), the system can calculate these discounts automatically from a single service type. The Combination Discounts allow you to automatically discount services based on other services a client has scheduled the day before, day of or day after.
- On the Petcare > Services & Times > Base Services page add or edit a Base Service
- Under Frequency Discounts you can setup price and pay rates that will be applied based on the frequency in which visits occur
- Under Combination Discounts you can setup price and pay rates that will be applied based on when a different service type of your choice is scheduled in relation to this service
- You can add as many lines as you need to setup your discounts and the system will only apply a single discount if multiple are applicable (in those cases the lowest priced discount will be applied)
- Canceled visits are not counted
- Whenever visits are added, updated or canceled the system will check and automatically apply new discount rates to related visits
- Frequency and Combination Discounts are overridden by Custom Prices and Pay if they are set