How do I configure group discounts at the item level?

[Fetched-Up]

I have searched and haven't found an answer, my assumption is this isn't possible but I'll ask anyway.

I have a customer group that are loyal services clients of ours.  They are in the "TrainingClients" group.  I have a discount created at the group level for X% off all items.  However, I don't want it to be off all items and I cannot find a way to configure a group with specific items.

Our customers log into loyalty so that all discounts are automatic.  We try to remove the discount if we remember that certain items should not get the discount; however, people forget. 

Creating manual discounts not based on the group, but rather the items, is the only option I see.  But then we have the issue that people will forget the discount and our customer might be disappointed.  

How are people handling this?

[Breffni]

Hi @Fetched-Up I'd be happy to help 🙂 

You can set this up with the following steps on a desktop: 

1. Log in to your online Square Dashboard, and select Items > Discounts.
2. Click Create a Discount, and enter the discount details.
3. Click Automatic Discount 
4. Discount Rules
5. Add to customer group 
6. Edit purchase rule 
7. Apply discount to Item or Category 

Let me know if these steps work for you! 

[Fetched-Up]

@Breffni 

I've tried those steps previously and it doesn't seem to work.  I am on my desktop.

So you add the group, you go back in and edit the purchase rule.  Select "Item or Category", but the group then disappears.  

In your example, you don't show the actual completed rule.  When you click done in your example, it will change to "Apply to Items".

There just doesn't seem a way to have both, unless I am doing something incorrectly.

[RobynR · Accepted solution]

@Fetched-Up, we apologize that the steps provided didn't resolve your issue.

Without direct access to your account, it's challenging to diagnose the problem accurately.

The quickest way to address complex Square questions is by contacting our team directly. We recommend reaching out via phone, as this allows our team to assess your account in real-time and provide immediate assistance.

If you haven't already, please log into your Square account and navigate to the support section to initiate contact with our team.