Money
Offers, packages and the club
Three different arrangements, for three different reasons. Use one, use all three, or use none — nothing depends on them.
Which one you want
- An offer is a code you hand out. Use it for a festival, an opening, a card in a shop. It runs for a while and then stops.
- A package is money now for visits later. Use it where somebody comes regularly — nails, threading, a monthly cut.
- The club is a fee every month for a standing discount. Use it to turn occasional customers into regulars.
Offers — discount codes
Settings → Offers, manager and above. A receptionist may use a code but not invent one.
Choose a code people can say out loud
Letters and numbers only — somebody will read it over the phone. "DASHAIN25" survives that; "dashain-25" does not.
Decide what it takes off
A percentage or a flat amount. For a percentage, set a ceiling unless you mean it: 20% off a bridal package is a much larger gift than 20% off a trim.
Decide who and how often
A total limit, once per customer, first visits only, a minimum spend, an end date. Anything counted per person needs a phone number on the bill — otherwise there is nobody to count against and the till says so.
Limits are counted across your whole business, not per outlet, and only bills that were actually settled count. A till somebody left open cannot eat a place in a "first fifty customers" campaign.
Each code shows how often it was used and what it gave away. The second number is the one worth looking at.
Packages — visits paid for up front
Settings → Packages. Five cuts for the price of four: you set what is in it and what it costs, and the screen shows what the same visits would cost separately while you decide.
- Sold at the desk (Till → Package) or bought from your booking page, if you allow it.
- Nothing is usable until the money is in. A bill nobody settled does not hand out five free haircuts.
- Using one is one tap: the till offers "use a visit" on any line the customer's package covers.
- The balance follows the customer to any of your outlets, and they can see what is left on their own account page.
- Taking a line off a bill puts the visit back, so a mis-tap at the desk costs nobody a haircut.
The club — a fee each period
Settings → Club. A monthly or yearly fee, and a percentage off everything while it is paid up.
- The discount is applied to each service automatically at the till. There is nothing for the desk to remember, and nothing to press.
- Nothing renews itself. No wallet here keeps a card on file, so a member pays each period the way they paid the first, and the discount stops when the period runs out. Nobody is ever charged without deciding to.
- Renewing early extends from the end of what is already paid for, so nobody buys the same week twice.
- The member count on the screen is the paid-up one. A club with forty names and four paid-up members has four members.
It is called a club rather than a membership on purpose: "membership" already means a staff member's place at a branch throughout this system, and one word for two things is how a permission bug starts.
How they behave together
- Club + code — both apply. The club discount comes off each service; the code comes off what is left of the bill.
- Club + package — the package pays for the line in full and the club discount stands aside. Discounting a line that is already paid down to nothing means nothing, and would make the club look like it cost money it did not.
- Code + hand-typed discount — one replaces the other. Stacking two is a decision a salon should make deliberately rather than discover from a receipt.
Something here wrong, or missing? Tell us on the contact page — the handbook is fixed the same week.