Discount Presets
A discount preset is a ready-made discount button that shows up in the POS so your team can take money off a bill in one tap — no maths, no typing amounts by hand. You build the list here on the dashboard; your servers and managers then pick from it on the iPad or handheld when the moment calls for it.
Typical presets a restaurant sets up:
- Staff Meal — 25% off
- Loyalty 10% — 10% off
- Birthday — £5.00 off
- Happy Hour — 15% off
- Manager Comp — £10.00 off
- Complaint Resolution — 20% off
You’ll come to this page when you want to:
- Add a new preset (a new promo is running; the kitchen had a bad night and you want a “Goodwill” preset ready)
- Switch a preset on or off for a short period (Happy Hour is over — turn it off without losing the settings)
- Rename or retune an existing preset (10% wasn’t enough this week — bump it to 15%)
- Tidy up presets you no longer use
Getting to the page
In the Dashboard sidebar, expand the Configuration group and click Discount Presets. If the sidebar says “Select a location” when you arrive, pick one from the location switcher at the top — presets are configured one location at a time (see Per-location vs organisation below).
What’s on the page
The header
- Title: Discount Presets
- Subtitle: “Configure predefined discounts for your POS staff”
- Add Preset button (top-right, with a ＋ icon) — opens the create dialog.
The list of presets
A single table with one row per preset. Five columns:
| Column | What you see |
|---|---|
| Name | A tag icon + the preset name (e.g. Staff Meal). |
| Type | A small badge — Percentage or Fixed Amount. |
| Value | The discount itself, formatted for readability — 10% for percentages, £5.00 for fixed amounts. |
| Status | A toggle switch — on = live in the POS, off = hidden from the POS but kept in the dashboard. |
| Actions | A ••• menu on the right — Edit Preset or Delete Preset. |
Clicking anywhere on a row also opens the edit dialog.
Empty states you might see
| State | When you’ll see it |
|---|---|
| ”Select a location — Choose a location from the sidebar to manage discount presets” | You’re viewing at the organisation level or haven’t picked a location yet. |
| ”No discount presets yet — Add your first preset so staff can quickly apply discounts on the POS” with an Add First Preset button | Fresh location with nothing configured. |
| A spinning loader | Fetching the list — usually clears in a second. |
Percentage vs Fixed Amount
Two types, behaving exactly as you’d expect at the till:
Percentage
- A percent off the bill (or a single item). 20% off a £50 ticket = £40.
- Enter a whole number between 1 and 100 — the form won’t accept decimals or values outside that range.
- Examples: 10%, 25%, 50%.
Fixed Amount
- A flat pound amount off, regardless of bill size. £5 off a £50 ticket = £45.
- Enter pounds and pence with up to two decimal places — e.g. 5.00 or 2.50.
- Examples: £5.00, £10.00, £2.50.
Percentage when you want the discount to scale with the bill size — loyalty, staff meals, long-running promos.
Fixed amount when you want a predictable value — birthday vouchers, a £5 apology, or a specific promo voucher.
Creating a preset
Tap “Add Preset”
Top-right of the page (or Add First Preset on the empty state card). A small dialog titled “Add Discount Preset” slides in — subtitle “Create a predefined discount for your POS staff”.
Give it a name
The Name field is required (the red asterisk is there to remind you). Up to 100 characters.
Use names your staff can read at a glance on a busy shift — Staff Meal, Birthday, Manager Comp, Loyalty 10%. The name is exactly what appears on the POS discount picker.
The name has to be unique within this location — if you try to reuse one you already have, the save will fail with an error message.
Pick the type
The Type dropdown defaults to Percentage (%). Switch to Fixed Amount (£) if you want a flat pound amount.
Changing the type clears the value field — safer than keeping a number that doesn’t make sense for the new type.
Enter the value
The label changes with the type:
- Percentage — a whole number from 1 to 100. The helper text reminds you: “Enter a value between 1 and 100.”
- Amount (£) — pounds and pence (e.g. 5.00).
Tap “Create Preset”
The dark button at the bottom of the dialog. It stays greyed out until both the name and value are filled in. On save, the dialog closes, a small green “Discount preset created” confirmation flashes up, and the new row appears in the table immediately.
Every new preset is created as active — meaning it’s immediately visible in the POS discount picker. If you want to build a preset and hide it until you’re ready to launch, create it and then toggle the Status switch off on its row.
Editing a preset
Open the preset
Click any row, or click the ••• menu → Edit Preset. The dialog opens — titled “Edit Discount Preset”, subtitle “Update preset settings”.
Change whatever needs changing
The form is the same as Create, but with an extra Active toggle at the bottom. Change the name, type, value, or active status — all four are editable at any time.
Tap “Save Changes”
The dark button at the bottom. A green confirmation flashes up, the dialog closes, and the POS picks up the change on its next refresh.
For a simple on/off change you don’t need to open the edit dialog — just click the Status toggle on the row itself. The change saves instantly.
Activating and deactivating a preset
Every preset has an Active switch in the Status column.
- On (switch to the right) — the preset shows up in the POS discount picker. Staff can apply it.
- Off (switch to the left) — the preset is hidden from the POS. Nothing else changes — the preset is still here, still editable, and any orders that were discounted with it in the past are unaffected.
This is your tool for short windows where you want a preset available — Happy Hour, a bank-holiday promo, a special event. Create it once; flick it on at 5pm; flick it off at 7pm.
The toggle doesn’t ask “are you sure?”. It just saves. If you flip the wrong one, flip it back — nothing’s broken.
Deleting a preset
Open the ••• menu
Click the three-dot menu on the right of the row, then Delete Preset (red).
Read the confirmation
A dialog titled “Delete Preset” appears with the message:
“Are you sure you want to delete [Preset Name]? This will remove it from the POS discount picker on the next refresh.”
Tap “Delete”
The red button. The preset is gone from this location’s list immediately.
Deleting removes the preset for good — it can’t be restored, and staff lose the one-tap button the next time their POS refreshes. Any orders that were already discounted with it in the past are untouched — reports still show the discount — but the preset definition itself is gone.
If you might want the preset back someday (seasonal, annual, occasional), toggle it Inactive instead. Inactive presets take up no space in the POS but can be revived in one click.
How presets appear on the POS
So you know what your team actually sees:
- The server (or manager) hits the Discount button on an order.
- The Discount screen opens with all active presets shown as tappable cards — name + value on each.
- One tap on the preset applies it to the bill (or to a single item, if they picked the item first).
- The server can optionally type a short reason — “Complaint”, “Regular customer”, “Employee meal” — before confirming.
- The discount comes off the total and the preset name + reason are recorded on the ticket.
Inactive presets are not shown on this screen. If you rename a preset while an order is being built, the new name appears on the next POS refresh.
The POS also has a Custom Amount button under the presets — it lets a manager type in any discount amount on the spot without using a preset. That’s a separate permission (Apply Custom Discount) that’s usually only given to managers. Presets are for regular, repeatable discounts; custom amounts are for one-off, manager-authorised situations. See Discounts on the POS.
Per-location vs organisation
Presets are configured one location at a time. If your group has three venues, each venue has its own preset list, managed separately.
- Switch location from the sidebar — the list reloads to that location’s presets.
- The Staff Meal preset at Soho is completely independent of the Staff Meal preset at Shoreditch. You can give them different values, or have one without the other.
- Deleting a preset at one location doesn’t touch the others.
- Preset names have to be unique within a single location, not across your whole organisation.
This is on purpose — different venues often run different promos, different staff-meal rates, different service charges — and you don’t want a promo you set up for one site to accidentally appear at another.
If you want the same preset live at every venue, open each location in turn and recreate it. A bulk-copy or organisation-wide preset mode isn’t built yet — tell us if you’d use it.
Who can manage presets — permissions at a glance
Discount Presets sit behind two dashboard permissions:
| Permission | What it unlocks |
|---|---|
View Discounts (discounts.view) | See the Discount Presets page in the sidebar and read the list. |
Manage Discounts (discounts.manage) | Create, edit, delete, and toggle presets. |
By default, both permissions are granted to Admin and Manager dashboard roles. Other dashboard users can’t see the page at all. Head to Permissions to tweak.
Then on the POS there are three separate permissions that control who can apply presets at the till — we document them in Permissions and Discounts on the POS:
- Apply Discount — use a preset on an order (servers and managers by default).
- Remove Discount — take an applied discount back off (servers and managers by default).
- Apply Custom Discount — type in a free-form discount amount without using a preset (managers only by default).
“Manage Discounts” lets a dashboard user edit the preset list. It does not let them apply discounts at the till. “Apply Discount” is the POS permission for that. The two are separate — a back-office accountant might edit presets but never touch a POS; a floor server might apply them but never open the dashboard.
Order of presets in the POS
Presets show up in the POS discount screen in the same order you see them here in the dashboard. If you want one to appear first on the POS — say your most commonly-used preset — create that one first.
For now, new presets always land at the bottom of the list and there’s no drag-handle to rearrange them after the fact. If reordering matters to you, the simplest workaround is to delete and recreate in the order you want. A native reorder control is on our list — tell us if it’s a pain and we’ll bump it up.
Common workflows
”Launch a new Happy Hour promo tonight”
- Open Discount Presets → Add Preset.
- Name: Happy Hour. Type: Percentage. Value: 15. Create Preset.
- At 5pm — confirm the Status toggle on that row is on. Your POS team has the button.
- At 7pm — flip the toggle off. Nothing else to do.
- Tomorrow — flip it back on. Preset settings are preserved.
”Pull a preset for a one-off event and remove it after”
- Create the preset (e.g. New Year Eve 20%). Leave it active.
- Run the event.
- ••• → Delete Preset → Delete.
”Fix a preset that’s at the wrong rate”
- Click the preset’s row.
- In the edit dialog, change the Value (and Type if needed).
- Save Changes. The POS picks it up on the next refresh.
”Hide a preset during audit / training without losing it”
- Click the Status toggle on its row to switch it off. Done.
”A promo preset was applied to the wrong table”
Preset management doesn’t reverse an already-applied discount — that has to happen on the POS (Remove Discount permission) or via Payments → Refund if the bill is already paid. From here, you can only stop further applications by switching the preset off.
Quick recap
- One place, one-tap discounts — the list on this page is exactly what your POS staff see.
- Percentage or fixed amount — a whole number 1–100, or pounds-and-pence.
- Active toggle — the fastest way to pop a preset in and out of the POS for short windows.
- Edit freely — change names, types, values any time. The POS picks up on next refresh.
- Delete is permanent — use Inactive if you might want it back.
- One location at a time — re-create presets per venue; no cross-location copy yet.
- Two permissions control the page — View Discounts and Manage Discounts. Both given to Admin and Manager by default.
Next steps
- Permissions — Control who can manage presets here, and who can apply discounts on the POS
- Discounts on the POS — How servers and managers actually apply these presets at the till
- Payments — See how discounted bills appear in your transaction list and how to refund