Discount presets overview
Pre-configured discount templates for quick checkout
Discount presets
Discount presets are reusable discount templates. Configure once (e.g., "10% Loyalty"), apply at checkout with one click.
Where to find it
Settings → Discounts section. URL: /manager/settings/discount-presets.
What it provides
- Two types: Percentage (%) or Fixed amount (HUF)
- Active / inactive toggle (existing usages preserved)
- Order (in checkout dropdown)
- Role-based access: Owner / Manager can configure
- Audit trail: who applied which preset
Plan level
Discount presets available in all Bookinda plans (Starter included).
When useful
Discount standardization
Salon-level discounts (10% Loyalty, 20% Black Friday) go into uniform preset. Staff doesn't manually type, picks from dropdown.
Audit and compliance
Who gave discount? How much? Which preset? System logs, audit trail.
Quick checkout
3-second preset pick vs 30-second manual discount entry.
When to use it
Scenario 1, regular customer discount "Loyalty 10%" preset. Every Gold-tier customer, staff applies with one click.
Scenario 2, Black Friday "Black Friday 30%" preset, active only during promo. After: deactivate.
Scenario 3, fixed-amount discount "500 HUF Welcome" preset for new customers. Fixed amount, easy apply.
Scenario 4, manager compensation "Manager comp -2,000 HUF" preset, Manager-only role can use (role-restricted).
Scenario 5, audit dispute Customer complains about a discount. Report → preset stats → who, when, how much.
Tips
- Preset name should be descriptive, "Black Friday 30%" beats "Promo 1".
- Max 100% on percentage preset, more is meaningless.
- Modifying existing preset isn't retroactive, past discounts unchanged.
- Deactivated preset isn't deleted, just hidden from checkout dropdown.
- Per-staff audit stats are basis of manager performance management.
- Before designing new preset, ask reception what they use manually often.