automatically apply discounts at checkout

[eriktaylorlmt]

I'm an independent massage therapist in a chiropractor's office. I give a dollar-amount discount to patients of said office per session.

What I want to do is have that discount automatically applied at checkout based on the client record. Currently the discount needs to be added each time manually, which means I have to ask each time, since the "chiropractic patient" toggle is not visible during checkout process.

- I have a "chiropractic patient" toggle added to the records
- I have a "chiropractic patient" discount in my items
- I have a "chiropractic patient" group
- I would like to have "chiropractic patient" yes/no requirement when booking appointments, but only if the field isn't already filled. i.e. the first time the client makes an appointment, or if they haven't done so previously (legacy clients)

How do I make this work?
Thank you.
Erik

[SiBellebeauty]

Hi Erik,

Square Champion here! What a great idea!! Why don't you add it as a question into your consultation form then add it as a note onto the clients account once you have checked over their form. Annoying I know but this stops you having to ask every time.

Hope that helps!

Lois

[tomven]

Amazing idea @SiBellebeauty!

I actually logged a feature request a few weeks ago for some enhancements to discounts - feel free to kudos it so hopefully it gets some traction for future enhancements by Square!

Edited to add that we currently don't use forms (we're a barber shop) so it'd be overkill for us - hence the form option also won't work for us (but also our need is more after the fact for say a referral discount etc which wouldn't get picked up for existing customers).