Effectively manage and create discounts in Pabau by following these step-by-step instructions. Customize default discounts and create new ones to enhance your financial processes.
Step 1: Access Discounts
Start by logging into your Pabau account. Navigate to the Setup menu in the left sidebar, then select "Discounts" under Financials. Alternatively, use the search bar in the top right corner of the Setup section to search for Discounts.
Step 2: View and Customize Default Discounts
In the Discounts section, there are two default discounts.
You can customize the default discounts and create new ones by clicking on them and modifying the name, discount type, value, and active status.
Step 3: Create a New Discount
To create a new discount, click on "Create Discount" in the top right corner of the Discounts feature.
Select the discount type, choosing between amount or percentage.
Step 4: Add Discount Details
Next, enter the name of the discount. Specify the percentage or amount of the discount.
Optionally, you can include a discount code. This code can be shared with your clients as a promo code for use when paying for their appointments, whether it's in-clinic or online.
Click on "Rules" on the top right to define specific criteria for the discount.
Specify if the discount is related to particular services, locations, or staff, or if it applies universally.
Step 6: Activate and Save
Once customization is complete, activate the discount using the "Active" button on the top right. Save the discount to add it to the system.
Step 7: Utilize Discounts in POS
The created discounts are now available for use in the Point of Sale. To use a discount in the Point of Sale, click on the name of the service or product you wish to apply the discount to and select the discount in the "Discount" field.
Discounts will be visible in the Client Card, reports, and other relevant sections.
By following these steps, you can seamlessly manage discounts in Pabau, ensuring flexibility and accuracy in your financial transactions.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.