Discounts - One-Time and Recurring

This SOP provides instructions for applying a one-time discount or setting up a recurring discount on a customer's cleaning job in The Cleaning Software.

Apply a One-Time Discount

1. Locate the Customer's Job:
   • Go to the Schedule Board and select the customer’s upcoming job (e.g., Forrest Gump’s routine cleaning on 10-3).
2. Enter Discount Details:
   • Open Job Details and locate the discount field.
   • Enter the discount amount (e.g., $20) and specify One-Time as the discount type.
   • Add a reason for the discount in the notes field (e.g., “Customer referral”).
3. Save the One-Time Discount:
   • Select Save Only This Cleaning to ensure the discount applies solely to this job.

2. Apply a Recurring Discount

1. Locate the Customer's Subscription:
   • Go to Subscriptions and select the customer’s routine service.
2. Enter Discount Details:
   • In the discount field, enter the discount amount (e.g., $5) to be applied to all future cleanings.
   • Uncheck One-Time to apply the discount as a recurring feature.
   • Add a reason (e.g., “Loyalty discount”).
3. Save for All Future Cleanings:
   • Select Save and Update All to apply the discount to each scheduled cleaning in the customer’s subscription.

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Key Points:

• One-Time Discount: Use for single occurrences, such as customer referrals or promotions.
• Recurring Discount: Apply when the discount should be permanent, such as loyalty rewards or long-term agreements.
• Confirmation: Always confirm that the discount displays correctly on the customer’s job details or subscription for accuracy.