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Has anyone found a way to assign a specific discount to a client?
Has anyone found a way to assign a specific discount to a client. So that all their appointments and retail auto applies the discount?
For example, I sell a membership option. Members get special pricing on everything. Now that I have a good amount of members it is getting hard for me to remember to go in and apply the discount and I'd like a way to automate it within the customer profile.
Is there a way to do that?
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Test... keep answering and it deletes.
Eric - Square Innovator
Chief Information Officer at HeadPinz Entertainment
HeadPinz Entertainment | FastTrax Entertainment
If our answer helps, be sure to click "Best Answer" to assist others in the Square Community!
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Hey Doran,
Tried to answer your question a couple times and I guess it doesn't like when I copy from help forums for some reason so trying this way.
You can create a custom group inside your customer directory. Browse to your Square Dashboard > Customer Directory and hit create group.
Manual Group - You would add members to it
Smart Group - You could actually do a custom smart that add them based on purchasing the membership.
Once done make your way over to Items > Discounts. Create a discount with your percent or however you do it and set the automtic discount to apply based on customer group. You'll see a little toggle.
For any advance cases where someone needs a discount based on group and items let me know but that would be through the API and is very advanced.
Let me know if this helps or if you have questions!
PS saving incase I get deleted again lol
Eric - Square Innovator
Chief Information Officer at HeadPinz Entertainment
HeadPinz Entertainment | FastTrax Entertainment
If our answer helps, be sure to click "Best Answer" to assist others in the Square Community!