How discounts combine

Do discounts stack in Velarya?

Discounts in Velarya stack only by rule. Member pricing and a birthday discount never add together: each treatment gets the lower of the two. A discount code adds to them only when the code is set to combine with them, and otherwise the patient gets whichever saves more. A Custom Discount ($) always adds on top.

• Member pricing, the standing discount on the patient’s membership plan.
• A birthday discount, from a Birthday Gift set to Whole-shop discount (% off) or Category discount (% off), while the patient’s gift is active.
• A discount code, also called a promo code, that the patient enters when they book or your team enters before payment. Its Combinations, Member pricing and Birthday discounts, decide what it adds to.
• A Custom Discount ($), an amount your team types in the checkout panel or on a New Transaction.

Vouchers, wallet credit and points are not discounts. A voucher pays for one unit of a treatment, before any code. Wallet credit, including credit from redeemed points, pays toward the bill the way money does.

In what order does Velarya apply savings?

Velarya prices every sale in the same order, whether the patient books in the app or on your online booking page, or your team rings the sale up at the front desk. Each step works on what the step before it left, and the server works out the price, so the app, the dashboard and the receipt show the same total.

1. Each treatment gets the lower of the patient’s member price and their birthday price. Member pricing applies the plan’s prices to the treatment and to any add-ons the plan discounts, with options at full price. A birthday discount takes its percentage off the whole treatment, options and add-ons included.
2. A voucher makes one unit of its treatment free, at the price step 1 gave it. That unit takes no part in step 3.
3. One discount code comes off what is left. A code for specific categories or services comes off each treatment it covers, and each keeps the lower of its step 1 price and the code’s price. A code for the entire visit comes off the visit’s subtotal once and is spread across the treatments in proportion to their price. Either way, the code starts from regular prices, or from member and birthday prices where it combines with them. A code that saves the same as step 1 or less is not used and counts no use.
4. A Custom Discount ($) comes off on top, spread over the treatments still to be paid, and never takes the sale below $0.00.
5. Wallet credit pays toward what is left, up to the patient’s balance. Velarya spends credit your practice gave, such as redeemed points, membership credit and bonuses, before credit the patient paid for.
6. The patient pays the rest by card, cash or another method. A deposit taken at booking is worked out from the price after step 3, and counts toward it.

A code’s minimum spend counts the price after steps 1 and 2. Patients earn points on what their treatments cost after step 4, so paying with wallet credit leaves those points unchanged, as How points work explains.

What does a patient pay when several savings apply?

The examples below use two treatments from a sample menu: a Hydrafacial at $450.00 in the Facials category and a Neuromodulator at $950.00, $1,400.00 together. The patient’s membership plan takes 10% off every treatment, and their birthday gift takes 20% off Facials. Velarya rounds every percentage to the cent.

An entire-visit code is spread over the treatments in proportion to the prices it came off, which is why the 15% code leaves the Hydrafacial at $382.50 and the Neuromodulator at $807.50.

Vouchers come before the code. Here a member on a plan that takes 15% off has a Hydrafacial voucher and books the Hydrafacial with a $380.00 chemical peel. They use a $50.00 entire-visit code that combines with member pricing, and your front desk adds $20.00 in Custom Discount ($).

The rest of a sale follows the same order. Here the member-pricing visit from the first table is rung up as a New Transaction with the 10% code that combines with member pricing, a $50.00 custom discount and $25.00 of wallet credit:

How do vouchers, credit and checkout choices combine?

Velarya treats vouchers and wallet credit as ways to pay, so each one works alongside the savings a visit gets.

What do patients see?

Patients see each saving on its own row before they book, and one total saving afterwards.

• In the patient app, the booking review strikes through the regular total, and treatments show Member price or Birthday price. Each saving has its own row: Membership Savings, Birthday Gift and “🏷️ Discount (SPRING20)”, so a code that combines shows beside the prices it adds to. With credit, Wallet Credit and Due Now follow. A code that saves no more than their member or birthday price reads Not used, with “Your member price saves as much or more, so this code wasn’t used”.
• On your online booking page, the review strikes through the Subtotal and lists “👑 Membership savings (10%)”, “🎂 Birthday gift” and “🏷️ Code SPRING20”, one row each.
• The receipt shows the visit’s whole saving as one Discount line, followed by any Credits Applied, as Apply a discount at checkout shows.

What you can change

Velarya applies the steps in the same order for every practice, and these settings decide the amounts in each one.

To build these, see Create a membership plan, Set up a birthday gift and Create a discount code.

Where can staff see which saving applied?

Staff see every saving on a visit before they take payment, in Velarya’s New Transaction and checkout panel.

• On a New Transaction, each treatment shows the patient’s price with the regular price struck through, and Payment & Totals lists the Subtotal at regular prices, a row per saving, any Credits and the Total due. While Velarya works out the price, the totals read “Calculating…” and Complete Transaction waits.

• In the checkout panel, the Pricing row names the plan Velarya detected, such as “Detected: Essentials member”, and the Transaction Summary lists Membership savings, Birthday gift, Vouchers, the code and Custom discount, each on its own row.

To switch a visit’s pricing or add a code, follow Apply a discount at checkout.