At times, you will have clients (military, employees, friends and family, senior citizens) who require automatic discounting. You can apply automatic discounts by using Client Status.
When you utilize Client Status, automatic discounts of your choosing can be applied to clients who are given a Client Status in their client profile. These statuses can be setup by following the steps below.
- Click on Menu > Settings > Client Engagement > Client Status.
- Select Add Client Status.
- Enter the values in the fields.
- Click Save
Note: Select the discount type from the list as it defaults to "None" which would apply no discount at all.
To apply the discounts you have chosen to a client, navigate to the client's profile and select the Client Status from the drop-down list next to Status inside the General Information section.