Discounts - Vouchers, Credits, Gifts & Payment Rules
Understand the different discount mechanisms available in Reservie and when to use each one.
Overview
Reservie offers several ways to offer discounts and incentives to your customers. Each mechanism serves a different purpose. This guide explains the differences so you can choose the right approach.
Discount vouchers
Discount vouchers provide a percentage or fixed-amount discount at checkout. They are ideal for:
- Promotional campaigns (e.g.
SUMMER20for 20% off) - Early-bird offers
- Loyalty rewards
Vouchers are managed from Vouchers > Discount tab. See Discount Vouchers - How to Set Up for step-by-step instructions.
Credit notes
Credit notes give a specific customer a monetary credit that is applied to their account. They are ideal for:
- Refunding a customer with store credit instead of a cash refund
- Compensating a customer for a service issue
- Rewarding loyal customers with bonus credit
Credits are managed from Vouchers > Credit tab. See Credit Notes - How to Set Up for details.
Gift vouchers
Gift vouchers allow customers to purchase vouchers as gifts for others. You create templates that define the value and expiration, and customers buy them through your booking portal. They are ideal for:
- Seasonal gift promotions (e.g. Christmas gift vouchers)
- Allowing customers to gift classes or sessions to friends and family
- Generating revenue from non-attending customers
Gift vouchers are managed from Vouchers > Gift tab.
Payment rules
Payment rules offer automatic discounts based on the quantity a customer purchases in a single transaction. They are ideal for:
- Multi-buy offers (e.g. “book 4 classes, get 1 free”)
- Group discounts (e.g. “book 2 places, get 70% off the second”)
- Encouraging bulk purchases
Payment rules are managed from Services > Payment Rules. See Payment Rules - How to Set Up for details.
Comparison
| Feature | Discount Vouchers | Credit Notes | Gift Vouchers | Payment Rules |
|---|---|---|---|---|
| How applied | Customer enters code | Automatic at checkout | Recipient enters code | Automatic at checkout |
| Discount type | % or fixed amount | Fixed credit | Fixed or range value | % or fixed amount |
| Targeted to | Anyone with code | Specific customer | Gift recipient | Anyone meeting criteria |
| Best for | Promotions | Refunds / rewards | Gifts | Multi-buy offers |
| Where managed | Vouchers > Discount | Vouchers > Credit | Vouchers > Gift | Services > Payment Rules |
