ℹ️ Offering discounts to your clients is a great way to build loyalty, reward frequent visits, and provide special promotions. Digitail allows you to set up custom discounts that can be applied to specific clients or specific invoices, making it easy to manage and automate your discount strategy.
This guide will walk you through the steps to set up and manage discounts within your Digitail account.
How to Set Up a Discount
Here is how you can set up a discount:
click on the Profile image (top right) > Administration
on the left panel, under Client, click on Discounts
click on the blue Add Discount button in the top right corner
In the Add Discount window that appear, you can create the new discount by selecting the type (fixed or percentage), setting the value, and adding a description to ensure the entire staff knows how to apply it correctly:
Discount Name: Give your discount a name that reflects its purpose (e.g., “Loyalty Discount” or “Holiday Special”).
Discount Description: You can customize this to suit your business needs (e.g., you can specify whether the discount applies to specific products, services, or the entire invoice).
Discount Type: Choose between a percentage-based discount (e.g., 10% off) or a fixed amount discount (e.g., $15 off).
Discount Value: Add the value you want to discount, either as a percentage or a fixed amount.
Clients: This is an optional field, but you can select multiple clients to associate with this discount. You can also do this later, directly from the client profile.
How to Assign a Discount to a Client
Clients can have discounts associated, so every time you create an invoice for the specific pet parent, the set discount will be automatically applied.
You can remove the discount or change it to a different one, if necessary, before closing the invoice. Find out more about how to apply Discounts on Invoices here.
To add a discount to a client, or update an existing one:
click the search bar in the top right corner of the homepage and enter the client’s or pet’s name to find the client profile.
click the client’s name when it appears in the search results.
from the top right corner, click on the 3 dotted lines next to the client name > Edit Client
under Step 1: Client Information > click on the Discounts dropdown and choose the discount from the list
hit the Save button.
You'll be able to see the associated client discount on the client profile, just below their name:
📌 There can only be one associated Discount per client.
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