Creating Register Discounts

To get to Discounts, type discount into the Convobar, or go to Meevo > Register > Discounts. 

What types of discounts can I create?

Special Price, Amount Off, Percent Off, and Buy One/Get One can be refined and configured to your liking. Depending on how you configure the discount, it can be automatically applied at the register, or it can be available to apply manually in the Smart Receipt.

What items can I discount?

You can discount service, products, packages, memberships, and gift cards. You can also manually apply discounts to Cancellation and No Show fees. 

To create a discount

  1. From the Discounts search form, select Add New.
  2. Display Name: Enter a name that will make this item easy to identify in lists or menus in Meevo.
  3. Available on and Expires on: Define the date range that the discount will be valid in the register.
  4. Barcode: If you associate a barcode with the discount, scanning the discounted item at the register will automatically apply the discounted price.

Note: Barcodes longer than 12 characters in length may not be readable by a barcode scanner.

  1. Select a Discount Type:

  1. Redeemable Towards: Your selection here determines which items are eligible for this discount. After selecting an item, choose if the discount should apply to all of those items, or a specific item.
  2. Configure the remaining options:
  • Discount only applies when item is performed/sold by the following employee(s): Discount applies only when the credited employee is someone that is listed here.
  • Discount only applies for clients with the following Client Type(s): Only clients who are assigned the selected Client Types can receive this discount.
  • This discount cannot be combined with other discounts: Disallows stacking or combining this discount with any other.
  • This discount applies to employees only: Limits discount availability to employees only.
  • This discount applies to non-membership clients: Clients who do not have an active membership can use this discount.
  • This discount applies to membership clients: Clients who do have an active membership can use this discount.
  • Automatically apply this discount at the register: If items on the register Smart Receipt match the criteria for a Discount, the discount is automatically applied to the items in the Smart Receipt.

Note: When "Based on Client History" is selected for a BOGO discount, this "Automatically apply" option is required to be enabled as well. Meevo will automatically select this option upon save if it wasn't already selected.

  • Employee receives full commission: When enabled, the employee will receive commission based on the price in the item's definition, not the discounted price in the register. If not enabled, the employee will receive commission based on the price sold in the register.
  • Limit discount usage: When selected, additional options appear that allow you to refine the number of times the discount can be used.
  • Must purchase ___ quantity in a single transaction to apply discount in register: Discount is not available at register unless the exact amount configured here is purchased by the client. This option is most often used with products and is not available if you selected the Buy One/Get One Discount Type.

To edit a discount

Note: Some fields on the form may not be editable if the current location is not the item's Home Location. 

  1. Locate and select the discount. .
  2. Select Edit, and make your changes.
  3. When finished, select Save.

To inactivate or reactivate a discount

Mark an item "inactive" if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate a discount:

  • It is removed from filters and is no longer available at the register.
  • It is no longer selectable from any forms or menus in Meevo.
  • It can still appear in Meevo reports.
  • It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
  • If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.

Tip: If searching for inactive data, remember to select Inactive from the Advanced Search menu to search for inactive Discounts.

  1. Locate and select the discount. .
  2. Select Edit.
  3. Toggle the status switch to Inactive or Active.

  

  1. Select Save to update the status.

To delete or undelete a discount

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.

When you delete a discount:

  • It is removed from filters and is no longer available at the register.
  • It is no longer selectable from any Meevo forms or menus.
  • It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
  • It may still appear in Meevo reports depending on the report setup criteria.
  • If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

Note:To delete or undelete this item, the current location must be its Home Location.

To delete a discount

  1. Locate and select the discount. .
  2. Select Delete.
  3. Select Yes on the confirmation message to delete the discount.

To undelete a discount

Tip: Remember to select Deleted from the Advanced Search menu to search for deleted items. Also remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

  1. Locate and select the discount. .
  2. Select Undelete. The status switch reappears in place of the word Deleted. By default, the switch is set to Inactive.
  3. To reactivate, follow the instructions in To reactivate a discount above.