Discount/loyalty setup

Discount/Loyalty setup

The Discount/Loyalty screen allows you to add discounts for new clients, complete bill discounts, or module specific discounts.  


You can also setup a loyalty program.  Click here for instructions.  


Please note:  Ultralite/Lite users do not have access to the Discount/Loyalty setup.  If you would like to upgrade to the Standard version, contact Sales at Sales@SoftwareConnectionLLC.com or 1-888-486-4343 option 1.


Click on File, Discount/Loyalty setup.


If you would like new clients to get discounted on their first invoice, click the box for "Enable new client discount".  Enter a $ or % amount.


Complete Bill discounts are applied to every item on an invoice.  You can have as many of these discounts as you would like.  Some examples are military discounts, senior discounts, employee discounts, and so on.

Hit New.  Enter the discount name, $ or %, amount, check the Active box and add an expiration date if needed.  Hit Save when done.



Discounts



Complete bill discounts are chosen from the drop down menu on the invoice.  There will be a notation on the invoice and receipt about what discount was used.



Discounts



Discounts


You can print a report for Complete Bill discounts at Reports, Revenue, Discount report.


Discounts



You can also setup a discount for each module.  This is based on the number of appointments.  The discount is applied automatically and the amount cannot be modified on the invoice.  


Hit New.  Enter the level name, check the Active box, enter how many visits, choose $ or % and enter the rate.  Hit Save when done.


After X visits is when you want the discount to apply.  If you put after 10 visits, the discount will be applied to the 11th invoice with boarding.  



Discounts



Please note:  If you notice every pet is being discounted, check if you have it set for every 0 visits.  This will discount every invoice for every pet.  You'll need to delete the discount or adjust the number of visits.


The printed invoice will include an asterisk to indicate the item was discounted.



Discounts



Boarding also gives you the option to have Long Term discounts.  This is so you can give a discount based on how long the pet stays for.  Click the box for "Enable long term discounts".


In this example, there is a discount for 10 day stays, 20 day stays and 30 day stays.



Discounts



Please note:  KC will only apply one long term discount per stay.  If a pet stays for 40 days, it will only apply the 30 day discount.  It will not also apply the 10 day discount.  The discount is applied automatically to the invoice and the amount cannot be modified.


Our pet is booked into a run that is $50 per day.

If he stays over 10 days but not more than 20, he will get the 10 day discount.

$50 x 10% is $5.  The pet will get a discounted rate of $45.



Discounts



If the pet is there for over 20 days but not more than 30, he will get the 20 day discount.

$50 x 15% is $7.50.  The pet will get a discounted rate of $42.50. 



Discounts




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