Per-customer & per-segment automatic discounts

Bookinda runs three discount systems side-by-side because each fits a different real-world workflow:

Module	Use case
Promo code	Marketing campaign — the guest types a code at checkout or on the booking page.
Discount preset	Internal control — staff picks an approved discount from a dropdown at the till.
Per-customer / per-segment auto-discount ⬅ this article	Automatic — wired to a specific customer or to a segment, applied without anyone touching it.

Where to find it

Catalog → Discounts. URL: /manager/catalog/discounts.

Two flavours

1. Specific customer

Use it when one regular always gets the same discount (e.g. "Anna always gets 10%"). Once configured, the till and the public booking page both apply it automatically the moment that customer is selected.

2. Customer segment

Use it for cohorts produced by the Customer Segments module (e.g. "VIP — over 100k HUF spent in the past year"). Every member of the segment gets the discount automatically — no manual tagging needed.

Scope

Three options for each rule:

• Everything — every line on the cart
• Specific categories — e.g. only "Haircut" and "Coloring"
• Specific services — e.g. only "Women's haircut"

Validity

• Always valid (default) — never expires
• Time-bound — set a start and/or end date

The "Expired" filter shows past rules, which can be reactivated by extending or removing the end date.

Conflict resolution

When multiple rules match the same customer, the engine picks one:

1. Higher priority wins
2. Tie → customer-level rule beats segment-level
3. Still tied → larger discount value wins

Discounts do not stack by default — exactly one rule fires per cart line.

How it shows up

• Cashier UI: the discount line on the cart shows an ⓘ tooltip naming the rule; staff can remove it manually if a special situation calls for it (this is logged on the Sale).
• Customer profile → Overview: a yellow "Active discounts" banner lists every rule currently applying to this customer.
• Public booking (future iteration): the booking summary will display the applicable rule too — a strong loyalty signal for repeat guests.

Permissions & audit

• Only Owner and Manager roles can create or edit rules.
• Every applied discount is recorded on the Sale via the customerDiscountRuleId foreign key, so reports can attribute revenue give-away to specific rules.

Limitations

• A rule targets either a customer or a segment, never both.
• Discounts don't apply to package-redeemed sessions (those were priced at the package-purchase moment).
• If a staff member picks a manual DiscountPreset at checkout, the auto-discount is overridden and a flag is stored for the audit trail.