Applying and Removing Campaigns (ie Discount) on Invoices

Policy:

• 'Campaign' in Zenoti is another word for 'Promotion' or 'Discount'
   
• The Front Desk Coordinator is responsible for knowing all campaigns we are running

Task

1. When looking at the Invoice, if you see '(Campaign name) Discount' below the product or service, the Campaign has successfully been applied - you may proceed with the remainder of checking out the Client
    
2. If you do not see the Campaign applied, select 'Select Campaign' and a drop-down menu will appear
    
3. Select the desired Campaign
    
4. Click in the box to the right with a triangle to apply the campaign to the invoice.
    
5. You should now see '(Campaign name) Discount' below the product or service and the discounted amount under 'Discount'
    
6. To remove a Campaign for any reason, select the box with an 'X' to the right of the drop-down menu
    
7. Proceed with Check out