ServEaseDocumentation

Discounts and promotions

Discount codes, special discounts, multi-booking tiers, and service Offer configuration.

Settings → Discounts centralises reusable promotion tools. Each type has its own sub-tab:

Sub-tabPurposePlanGuide
Discount codesPromo codes entered at checkoutEvery planDiscount codes
Special / circumstanceStudent, veteran, partner-style offers with customer instructionsGrowth and ScaleSpecial discounts
Multi-bookingTiered discounts by receiver countGrowth and ScaleMulti-booking discounts

Discount codes are included in every plan. Promotions — special / circumstance and multi-booking discounts, the encouragement discount and Introductory Offers — need Growth or Scale. On a plan without Promotions, those tabs and Service Offer cards stay visible and are marked as locked; your discount codes keep working.

At booking, an Introductory Offer (when eligible) replaces the base price and suppresses Service discounts for that booking. A customer promo code also suppresses Service discounts, but can still apply after an Introductory Offer. When both a special and a multi-booking Service discount qualify, only the larger applied amount is used.

Service wizard

Open Offer → Promotions. Four cards keep each mechanism separate:

  1. Service discounts — attach special / circumstance rules
  2. Multi-booking discounts — threshold tiers (all receivers or threshold onward)
  3. Encouragement discount — delayed rebooking code after an unpaid first booking is auto-cancelled (not applied to the cancelled booking)
  4. Introductory Offer — eligibility-based first-visit pricing (Free / fixed price / fixed or percentage discount)

Each card shows whether it is Enabled, Disabled, Incomplete, Invalid, or missing a prerequisite. Promo codes themselves stay managed under Settings → Discounts.

Reporting

Discounted amounts appear in booking and transaction reports when charges reflect the adjustment.

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