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Discount Guide for Small Shops & Studios

Alyssa
Alyssa

This one's the companion to Your Discount Code Made Sales. Did It Do Its Job?, so if you want to know why these work head on over there.

What you'll find in here are two different resources to help you actually pick the right goal from your own numbers and match it to the right offer, plus exactly where to go pull the data on Shopify, Square, Toast, Lightspeed, and Acuity.

Make sure you check the right section depending on if you own a retail shop or cafe, or a studio or class based business.  

For shops

Before you pick an offer, check what your own numbers are actually telling you. That's where the goal should come from, not some general list of discount types.

Table titled 'Your data decides your goal, for shops.' Three columns: what your data shows, what it suggests, and the goal, listing seven data patterns like flat revenue or a small email list, each mapped to a discount goal such as new revenue or reactivating lapsed buyers.

Once you have your goals set, determine your offers and make sure you can reach the segment each offer is best suited for.

Table titled 'Your goal decides your offer, for shops.' Four columns: goal, example offer, the trade you're making, and who should redeem it, covering eight goals from new revenue to removing checkout friction, each with a sample offer and its cost.

For classes & memberships

Before you pick an offer, check what your own numbers are actually telling you. That's where the goal should come from, not some general list of discount types.

Table titled 'Your data decides your goal, for classes and memberships.' Three columns: what your data shows, what it suggests, and the goal, listing six data patterns specific to studios and membership businesses, each mapped to a discount goal.

Once you have your goals set, determine your offers and make sure you can reach the segment each offer is best suited for.

Table titled 'Your goal decides your offer, for classes and memberships.' Four columns: goal, example offer, the trade you're making, and who should redeem it, covering seven membership-specific goals like converting to a subscription or locking in package purchases.

Quick links, by platform

If you want to go pull this data today, here's exactly where to look on the platforms most shops and studios are already using.

Shopify: Customers report, new vs. returning and the Sales by discount report.

Square: Discounts report and Customer insights.

Toast: Reporting for discounts and promo codes. Toast tracks discount totals well but doesn't split them by new versus returning customer on its own, so you'll cross-reference against guest history by hand.

Lightspeed Retail: Sales by discount report. Same gap as Toast: strong on discount totals, no built-in new versus returning breakdown.

Acuity Scheduling: Generating reports and managing your client list. No dedicated coupon or new-versus-returning report here, this one stays client by client.

None of these hand you the full answer in one click, honestly. But every one of them gets you close enough to check the goal against the redemptions, which is the actual point.

If you want a second set of eyes on your numbers, or help getting tracking set up that actually answers the questions you're asking, reach me at alyssa@warpandweft.studio or book time directly with me below. 

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