Frequency Based Discounts

Frequency Based Discounts allow you to incentivize clients to book more services by offering discounts automatically when a certain number of that service is scheduled within a given time frame. 

For example, imagine 'Dog Sitting - 30 Minutes' which is normally charged at $25. With Frequency Discounts, you can automatically charge $24/visit when 2-3 of these visits are booked per week, $23/visit when 4-5 are booked, and $22/visit when 6 or more are booked within a week.

Configuring Frequency Discounts

1. Navigate to Services.
2. Create a new Service or edit an existing service.

3. Click on the 'Frequency Discounts' tab.   

   

4. Change "Frequency Period" to Daily, Weekly, or Monthly to enable Frequency Based Discounts. Daily relates to a certain number of visits scheduled per day, weekly relates to a certain number of visits scheduled per week, and monthly relates to a certain number of visits per month.

Each service can have one frequency period (it isn't possible to offer weekly and monthly frequency discounts on the same service) and define up to 4 levels of Frequency Discount.

Once you have enabled Frequency Discounts, it's time to set up your levels. To start, click the Checkbox next to 1st Level to enable it: 

Set the number of visits that this level applies to (for example, in the screenshot above, as soon as you schedule two or more of this service in one day, the new rate will kick in) and the amount that your Client will be charged for each visit. You can also optionally override the amount you pay Staff for visits that have a Frequency Based discount applied at this level.

Here is a screenshot of the original example completely setup:

Important Considerations

• Frequency Discounts override any custom rates you have set for the Client and that service.
• Frequency Based Discounts will not retroactively adjust already scheduled services when first set up. Only services that are edited after Frequency Based Discounts are set up will be affected.
• If you override the Staff Pay Rate for Frequency Based Discounts, this will override any custom pay rates configured for that Staff and service.
• Weekly based discounts are applied for a week, from Sunday - Saturday. It is not currently possible to adjust the start and end days of the week.

Cancelling Events With A Frequency Discount

There may be times when a client that has recurring services with a Frequency Discount applied needs to cancel one or more of these services. It is important to pay close attention when processing cancellations for these services, as it can affect how a Frequency Discount is applied to the client’s other services.

For example, if an event with a Frequency Discount is cancelled at “No Charge”, then the charge for that service will be removed, and the remaining events in the Frequency period (day, week, or month, depending on how it’s configured) will be recalculated. If the client no longer meets the minimum event count to qualify for a discount for those services, then the discount will be removed entirely, and the charges for those services will revert to the original pricing. 

Conversely, if an event with Frequency Discount is cancelled at “Full Price” (or at “Percentage Of Cost” or “Flat Rate” with any amount over $0), the cancelled event will retain the frequency discount rate or whatever amount over $0 you apply. Then, similar to what occurs in a cancellation with a “No Charge” situation, the remaining events in the Frequency period will be recalculated. If they no longer meet the minimum event count to qualify for the discount, the Frequency Discount will be removed. 

When this happens, if a client has already fully paid their invoice containing those services, they will see a new outstanding balance appear as a result. If you would still like your client to receive their Frequency Discount despite the cancelled events, you will need to manually edit the amounts on their invoice or add a discount to the invoice in the amount of the new balance they owe so that they don’t owe anything additionally.