Apply a discount at checkout
Learn how to apply discounts at checkout to the total cart value or individual items.
How discounts at checkout work
You can apply discounts to individual items or to the total cart value at checkout. Discounts can be set as a fixed amount or a percentage, depending on how you choose to apply them. Once a discount is added, the cart total updates automatically, with taxes and service charges recalculated to reflect the discounted amount.
Apply a cart discount
- Open an existing appointment from your calendar.
- To create a new sale, click on the Add button in the Calendar toolbar, then select Sale.
- In the right panel of the appointment view, click on the Checkout button at the bottom to add to or adjust any services, products, memberships, or gift cards in your cart.
- Click on Quick actions (three dots) at the bottom of the right panel, then select Add cart discount.
- In the pop-up, enter the discount amount you want to apply and use the toggle to specify the value as a fixed rate or a percentage of the total cart value.
- Tick the checkbox if you want the discount to apply to service charges.
- Click on the Add button to apply the discount and continue with the sale.
Once applied, the cart discount appears in the right panel. To make changes, select Cart discount in the right panel to edit or remove the discount before continuing with checkout.
If items in the cart are already discounted, the additional cart discount will be applied on top of the already reduced price of those items.
Apply an item discount
- Open an existing appointment from your calendar.
- To create a new sale, click on the Add button in the Calendar toolbar, then select Sale.
- In the right panel of the appointment view, click on the Checkout button at the bottom to add to or adjust any services, products, memberships, or gift cards in your cart.
- In the left panel of the cart view, select the item you want to discount.
- In the pop-up, adjust the item price using:
- Price adjustment: Under Price, enter the new item value.
- Apply discounts: Under Discounts, tick the checkbox next to the discount you want to add.
- Click on the Add button to apply the discount and continue with the sale.
Once applied, the item’s price will be adjusted in the right panel. To make changes, re-select the item.
FAQs
When items are removed from the cart, the cart discount continues to apply to the updated total. Percentage discounts automatically recalculate based on the new cart value, while fixed-amount discounts adjust and are removed if the updated cart total no longer supports the discount amount.
The impact of cart discounts on team member commissions depends on how commissions are set up. When configuring team member commissions, you can choose whether commissions are calculated before discounts are applied or after discounts are deducted.
Discounts can be reviewed in detail using the Discount summary report. You can customise your view by applying the Exclude cart discount filter to focus on specific types of discounts.