Socket allows you to apply a discount to individual services within a proposal. Discounts can be applied as either a fixed amount or a percentage, with a required explanation for your client.

Open the proposal you want to update, then go to the Services tab.

Find the service you want to discount. Select any drivers on this service to get the pre-discounted price.

Open More Actions for the selected service, then choose Apply Discount.

Select whether the discount is a fixed amount or a percentage, then enter the value you want to apply.

Use the explanation box to describe why the discount has been applied. The explanation is required and the client sees it. If you don't want to give a reason, a single space in the field passes the check.

Check the updated service price. The discounted amount is reflected in the proposal total.

Your client sees the discount, and the explanation you gave for it, against that service on the online proposal and on the PDF version, so the client sees the agreed price.

To increase the price of a service line in a proposal, add a custom process. Custom processes add either a flat fee or an hourly rate on top of the existing service fee, with a mandatory note that can be set as internal or shared with the client.

Socket does not have a discount that automatically ends on a set date, so a timed offer like "50% for the first 6 months, then full price" is a manual process. Apply the discount on the proposal now, then use a Minor Adjustment to remove it when the introductory period ends. The adjustment keeps a clear audit trail of the change. Socket does not prompt you when the period ends, so set your own reminder.

If you would rather keep your Socket pricing at full price, another option is to apply the discount at the invoice stage in Xero. A separate future pricing menu does not give you a per-client timed discount, because pricing menus apply across your whole practice.