Apply discounts to customer profiles (for use on future purchases)

Square Champion

Apply discounts to customer profiles (for use on future purchases)

We offer referral discounts (set up in Square) and would love the ability to apply these discounts directly to a customer’s profile for a future visit.


Currently, there’s no way to tag or store a discount for later use unless they have a service booked, which means we have to rely on manual notes or memory.

 

This creates a risk of forgetting to apply the discount when the customer returns, which can lead to awkward conversations and a poor experience.

 

Suggested improvements

  • Add an option to apply a discount to a customer profile for future transactions
  • Display any pending discounts clearly in the POS and Appointments flow
  • Allow sellers to set an expiry date or usage limit for these profile-linked discounts
  • Include visibility for staff so they know a discount is waiting to be applied
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We use Square with integrations for Xero by AmakaPrintful / We design, develop and implement Square with Squarespace • Shopify • WooCommerce • QuickBooks and more!
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