Discount Offers for New and Existing Customers Process

✅ Main Offer – Immediate Sign-Up

If a customer commits to weekly or biweekly recurring service before their initial TTB cleaning is completed:

• They receive the full discount on their initial TTB cleaning (based on current promo: 40% or 50%)
• Example: 50% off TTB for 6-month commitment
• 🚫 Not applicable to Every 4 Weeks (E4W) clients

🔁 Alternative Offer – Sign-Up After Initial Cleaning

If the customer chooses to wait and decide after their first cleaning:

• They pay full price for the initial TTB
• If they later commit to recurring service:
• • The discount is spread evenly over the next 6 cleanings
  • Example: $300 TTB with 50% discount = $150 total discount → $25 off per visit

How to apply this in MaidCentral:

1. On the first recurring appointment, go to Modify Rates → Custom → Recurring
2. Add the discount as a negative amount, e.g., -25
3. Set the expiration after 6 visits
4. Set Time = 0
5. This modifier should not affect technician pay

2️⃣ Existing Customers – Discount for TTB Upgrade

🎯 Eligibility

• Must be a current recurring client
• This discount is offered once per year, usually around their 1-year anniversary
• Current promo: 40% off Top to Bottom cleaning (subject to change)

💡 How to Apply the Discount

1. On the desired appointment, go to Modify Rates
2. Select the Top to Bottom Deluxe add-on
3. Calculate the discount amount based on the current promotional percentage

   • For example: If the TTB add-on is $250 and the promotion is 40%, discount = $100

4. Add the discount as an additional modification:

• Enter as a negative amount (e.g., -100)
• Set Time = 0
• Ensure the discount does not apply to technician pay

3️⃣ Handling Promotions in MaidCentral (MC)

• Ensure promotions are set up and labeled correctly in MaidCentral
• If missing, notify Admin or Marketing to create or update them
• Double-check invoice accuracy before sending to the client

4️⃣ Client Communication

🆕 New Customers

• Encourage commitment before their TTB cleaning to receive full discount
• If they sign up afterward, explain that the discount will be evenly applied across 6 visits

🔁 Existing Customers

• Offer the once-per-year TTB upgrade during anniversary window
• Explain the TTB cleaning can be added in place of one of their standard visits
• Let them know the discount applies to the TTB portion only (not extras)

✅ Summary

This process ensures:

• Promotional offers are applied consistently and accurately
• New clients are motivated to commit early, or rewarded fairly if they sign up later
• Loyal customers receive a yearly value-add with a Top to Bottom upgrade
• Discounts are handled properly in MaidCentral, without affecting technician compensation