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How do I set up an automatic discount?

Take money off matching bookings by themselves, like for loyal clients or quiet times.

Automatic discounts take money off new bookings that match, like 10% off for loyal clients, or £2 off walks at quiet times. Here's how to set one up.


Set up an automatic discount

  1. Tap the menu button on Home. On iPad, it's in the sidebar.

  2. Under Company, tap Discounts.

  3. Tap the + button.

  4. Give it a name, like "Loyalty". Your clients see this name on their appointments and invoices.

  5. Choose Fixed amount or Percentage, and add the amount.

  6. Choose when it applies (see below). For a loyalty discount, tap Clients this applies to, choose your clients, and tap the ✓.

  7. Tap the ✓ to save.
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When it applies

Leave everything as it is and the discount applies to every booking. Each limit you set narrows it down, and all of them have to match:

  • Only on certain dates: a single date or a date range. Turn on Repeats every year for a yearly offer.

  • Only at certain times: bookings that start between two times, like quiet middays. An end time earlier than the start carries on into the next day. All-day bookings never match a time limit.

  • Days, Services, Pet types, Clients and Pets it applies to.

Dates, days and times are in your company's timezone.


Where it's taken off

  • Appointments you book, and the booking requests your clients send from the Walkies Journal app.

  • Invoices made from those appointments: when booked, when started, automated, from the appointment, or with Autopopulate.

  • Invoices you make by adding services yourself.

It isn't taken off receipts, Busy or Holiday time, or anything already started, paid or invoiced.


How it's taken off

  • A fixed amount comes off once per booking. For stays charged per day or per night, it comes off for each matching day or night.

  • If you limit it to certain pet types, pets or clients, a fixed amount comes off for each matching pet.

  • A percentage is of the matching services, including extra pet prices and add-ons, but not surcharges, travel, tips or tax.

  • It shows as its own line on the appointment and the invoice, under its name.

  • Discounts can't take off more than the services and surcharges. See Which kind of discount should I use?
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Good to know

  • To take a discount off just one appointment or invoice, add it there instead. See How do I add a discount to an appointment?

  • You can also create a discount while you're adding one to an appointment or invoice: tap Create discount on Add discount.

  • A client using an older version of the Walkies Journal app doesn't get automatic discounts on their booking requests. Add the discount to the appointment yourself, or ask them to update the app.

  • Changing or deleting a discount doesn't change appointments and invoices you've already made. See How do I change a discount, make it manual or delete it?

  • Only admins and sub-admins can set up discounts.

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