How do I create and apply a service menu item discount

This article will walk you through how to create a service menu item discount and apply it to an invoice in moxie Suite.

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Creating a service menu item discount

Applying a service menu item discount

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💡Tip - Service menu item discounts are helpful when creating service(s) discounts for specific services. An example would be a neuromodulator and filler service combo discount. 

Creating a service menu item discount

1. Log in to your Moxie Suite account using this link.

2. Within the Global Nav on the left hand side click Settings > Discounts & fees

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3. Then click on Discounts

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4. On the Discounts page click on the purple + Add a discount button.

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5. You'll now be able to select a discount type on the pop up. Select Service Menu Item > Next to proceed with creating this discount type.

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6. On the Create service menu item discount page:

    • Enter a name for your discount
    • Click the purple + Add a service menu item button
      • On the Select services page select one or multiple services > Save
    • Select either Amount off or Percent off
    • Enter a value for the discount
    • Click the Purple Add button to create the discount. 

In the below example we are creating a $500 discount for a botox and filler combo deal. 
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Important - The image above illustrates that when applying a multiple service discount, it is applied to each service individually. Therefore, divide the total discount amount among the services. E.g., if offering $500 off when booking two specific services, the discount entered should be $250.

 

7. The discount will be available on your discounts page under the Services menu items discounts section. Let's move on to applying the discount to an invoice. 

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Applying a service menu item discount

❗Need help creating an invoice? Follow along with this article

8. On the Summary page of an appointment you'll have the ability to add a discount. Scroll down until you see the Discounts section and click on the purple + Add a discount. 

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9. On the Add a discount page find the Service Menu discount you created > Select it > click on the purple Save button in the top right corner. 

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10. You'll be brought back to the Summary page. Scroll back to Discounts to verify the discount has been applied > click Create an invoice button on the bottom of your screen to complete the appointment and proceed with accepting payment as outlined in this article

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Ta da 🎉! You've created a service menu item discount and successfully applied it to an invoice. 

Watch the video below on how to create discounts and apply it to an invoice below.