How to Create and Manage Discounts

Setting up discounts in Table Needs is quick and flexible. You can create amount-based, percentage-based, or loyalty point discounts, and control who's allowed to apply them. Watch the walkthrough below, then follow the step-by-step guide underneath.

Access the Discount Manager

1. From the left side menu, tap Settings.
2. Select Manage Discounts to see all the discounts you currently offer.
3. You can view your discounts in three formats — Tile, List, or Spreadsheet — and filter by type to find what you're looking for.

Edit an Existing Discount

1. Tap any discount to open its details (for example, a $5 Promo).
2. From here you can update:
   • Name — change what the discount is called.
   • Type — choose between Amount, Percentage, or Loyalty Points.
   • Value Configuration — adjust the discount amount or percentage.
   • Access Control — toggle whether the discount requires manager approval to apply.
3. Tap Save when you're done, or Cancel to discard your changes.

Create a New Discount

1. Tap the + Add Discount button at the top.
2. Enter a name for the discount (for example, Ten Percent Tuesday).
3. Choose the type: Amount, Percentage, or Loyalty Points.
4. Set the value (for example, 10%).
5. Under Access Control, toggle manager approval on if you want a manager to authorize this discount before it can be applied.
6. Tap Create. The new discount will appear right away in your discount list.

Delete a Discount

1. Tap the discount you want to remove.
2. Tap Delete.
3. Confirm the deletion when prompted. The discount is removed and will no longer appear in your list.

Tips

• Use the access control toggle for high-value discounts. Requiring manager approval helps prevent unauthorized use during busy shifts.
• The spreadsheet view is handy when you have a lot of discounts and want to scan through them quickly.
• Give your discounts clear, descriptive names so your team knows exactly when to use each one.