Discounts allow you to reduce the price of items for customers using codes or through open/promotional offers. Typical uses include early-bird deals, seasonal promotions, or loyalty rewards. This article guides you through the process: creating a discount, defining how it applies, setting dates, and managing it after it's in use.
Learn how to create new discounts to apply to your items.
New to discount and voucher codes? Read the first article in this series for an introduction to discounts.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Inventory > Discounts
What more do I need to use this feature?
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Admin permissions or restricted permissions to Manage discounts.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic item version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).
→ Learn more about products
- NOTE: Some features, including the Active Discounts report, discount rules, open discounts, edit columns, and the option to export your list of discounts, are not yet available with classic products.
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Learn more about discounts for products For a detailed look at discounts and voucher codes for classic products instead, check out the following article: |
Creating new discounts
To create a new discount when using items, click + New Discount from the Discounts home page (Inventory > Discounts). Next, enter the information described below.
The Name field allows you to specify a descriptive name for the discount (e.g., June Special). This name is used internally for reporting and is visible on the Customer's invoice.
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Give descriptive names for vouchers and discounts Be sure to give your vouchers and all discounts descriptive names to help you find them in internal reports, such as "Summer Promo 10% Per Booking, After Tax." |
Providing a discount code
Enter a short, unique code in the Discount Code field for Customers to use when booking.
The discount code should be alphanumeric and not contain any spaces.
The Customer must enter this code, which is not case-sensitive, to receive the discount.
Are you using items? You can leave the field empty to create an open discount. Open discount means the discount is automatically applied to everyone during the specified period, as outlined further down the page.
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Vouchers and the Discount Code field When you upload a list of item vouchers, please leave the Discount Code field blank. |
Uploading Vouchers/ Enable Single-Use Vouchers
Click the Upload Vouchers button to upload vouchers for use within Checkfront.
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Learn more about vouchers For a detailed look at uploading vouchers, check out the following articles: |
Determining the discount amount
In the Discount Amount field, specify the discount amount you'd like to apply to the booking.
Specifying discount type/applies to
Choose whether the discount is a percentage or a fixed amount from the drop-down menu next to the discount amount.
You can also apply the discount based on the item in the booking or the booking total before or after tax, as shown in the options described below.
• Per Item
This setting calculates the discount based on the current price and quantity of each (applicable) item booked. For example, a discount of $5.00 totals $15.00 when a Customer books all three items simultaneously.
• Per Booking, After Tax
This setting applies the discount to the order subtotal after taxes. For example, ($100 + 5% tax) - $10 discount = $95.00
• Per Booking, Before Tax
The setting applies the discount to the subtotal before taxes. For example, ($100 - $10 discount) + 5% tax = $94.50
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Customers and taxes owed If you offer a 100% discount, for example, the Customer is still responsible for the taxes if you set the discount amount per booking after tax. If set to per item, the Customer does not owe anything upon checkout. |
You can determine when your discounts apply using the following settings.
• Always (don't expire):
This setting makes the discount permanent and not tied to any specific date.
• One Time Event/Date Range:
With this setting, you can specify an active one-time event for the date range drop-down in the date drop-down fields.
• Weekly (by day of the week)/Applicable Days
With this setting, you can set up a recurring item discount based on the day of the week and active for the dates defined. In this example, the item discount only works on Tuesdays and Thursdays between June 14th and July 14th, 2022.
Applying rules
This setting allows you to attach a rule set to the item discount. Combining rule sets with discounts allows you to create powerful inventory adjustments and enforce booking policies.
Applying to items
By default, item discounts apply globally to all items in your inventory.
If you only need to adjust a specific category or item, click Select None and choose your items/categories individually.
Frequently Asked Questions
How many discount codes can I apply to an item?
Each item on a booking supports one discount code applied at a time.
How do I turn off a discount code?
You can turn off a discount when editing a discount code entry.
Are you using items? Select the Disable button on the left of the page. Next, choose to Remove the discount from the Are you sure? module. You can also clear the checkmark in the Enabled option at the bottom of the discount to disable it.
Finally, save the change, and Customers or Staff can no longer apply booking discounts!
Next Steps
You can learn how to upload voucher codes for use with items with the following article in this series.
< Introduction to discount and voucher codes (Classic Items) | Uploading voucher codes for use with items (Classic Items) >