MBO: How to Add Promotion (Discount) to a Purchase

Performed by Leadership, Manager, and GSR. Please reference this support article to learn how to add a promotion/discount to a purchase within MindBody Online.

1. Login to MindBody Online with the appropriate credentials. 
2. Select the Retail tab.
3. From the Retail screen, type in the customer name in the Client search bar. If they are a new client, select Add new client and create a profile.  Once you type a name in the search bar, click on the correct customer to start the point of sale.
4. Once a customer has been selected, on the right-hand side of the screen, Select Service from the dropdown. There will be all the service options based on each category, choose the appropriate service. 
5. Once a service has been selected, then an item must be selected.
6. After an item is selected, there will be the price and details surrounding the item. Select Add Item to add the item to the customer's point of sale ticket.  
7. The item name will then populate to the left-hand side of the screen and be ready for checkout.
8. To add a promotion/discount code, type in the appropriate code in the PROMOTION CODE box. Select Apply.
9. For example, promotion code "90to60" was applied to this item, to discount the item from $90.00 to $60.00. The PROMOTION APPLIED! is displayed and the customer is ready to be checked out for payment processing.
10. Last step is to select the payment method to complete the transaction with the appropriate promotion/discount added.