Tips, discounts, and comps

All three live in the checkout flow.

Tips

At checkout, choose a quick percentage (15/20/25%) or enter a custom amount. The tip is charged together with the service in one payment, and your records keep the tip amount broken out, so your revenue reporting shows service revenue and tips separately.

Discounts

Add a discount at checkout to take a fixed amount off, for a first-visit offer, a loyalty gesture, or a service hiccup. The discount appears as its own line, so the receipt and your records show the full price and what you took off, rather than silently rewriting your prices.

Fill in the Description and Amount, then tap Apply in the app, or click Add Discount (or press Enter) on the dashboard. A discount only counts once it is applied and shows as its own line. If you have started a discount (typed in either field) but not applied it, Mila won't take the payment until you finish it or clear it, and asks before you leave checkout, so a discount can't be lost by accident. The same goes for an extra charge started with Add line item on the dashboard.

Forgot the discount? Fix it after checkout

If a cash, Zelle, Venmo or PayPal payment went through for the wrong amount, or on the wrong date, you can correct it afterwards instead of refunding it.

• Dashboard: open Transactions and click Edit on the payment, or open the appointment on the calendar and click Edit payment under its payment history.
• App: tap the payment in the Business tab, or open the appointment and tap Edit payment under its payment details.

Then choose what needs correcting:

• Discount: the discount you meant to give. It's added to the appointment as its own Discount (after checkout) line, and the payment and the appointment total go down by it.
• Amount: what the client actually paid, not counting the tip. Use this when the amount was simply typed wrong.
• Payment date: the day the money changed hands. It can't be earlier than the appointment or later than today.

You can add a reason for your own records. Every change is listed under Changes to this payment, with the date it was made, so you can always see what the payment said before. Your revenue reports and the client's lifetime value follow the corrected figures.

Some payments can't be edited:

• Card payments, because the client's card was charged that amount. Refund the difference instead (see Receipts and refunds).
• Payments that have been refunded, fully or in part.
• Visits paid partly with a gift card.
• Tips. The tip stays as it was recorded.

A correction can't take the appointment total below a deposit that was already paid. The client isn't sent a new receipt when you edit a payment, so if they need one, let them know the corrected amount yourself.

Comps

To comp the whole visit, discount the full amount. Checkout completes as normal with nothing charged, and the visit still shows in the client's history and your records as a comped appointment rather than vanishing.

What about discount codes?

Codes clients enter themselves when booking are a separate feature, managed on the dashboard under Discount Codes. Checkout discounts are for the moment: no code needed, you decide on the spot.

A note on your records

Discounts never turn a total negative: the floor is $0. And because every adjustment is a line item, you can always reconstruct what happened on any past visit.