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Create and manage promotions
Create and manage promotions
Attract new clients and reward loyal ones with customizable discount codes. Learn how to create and manage promotions that clients can use when booking online or at checkout.
Getting started
Before you start creating and managing promotions, ensure you have the necessary permissions. If you’re a team member:
- Request permission from the account owner to View and manage deals.
Creating promotions
You can customize promotions with specific start and end dates, usage limits, applicable services or items, and locations.
- Desktop
- Mobile
To create a promotion:
- Open Marketing and select Deals.
- Click Add and choose Promotion.
- Under Customize promotion details, provide the following:
- Name:
Enter the promotion’s name. - Description:
Add an optional description (this is not visible to clients). - Apply promotions to:
Choose the items (services or products) the promotion applies to. Click Edit next to each category to select items. - Enable for gift cards:
Toggle on if the promotion applies to in-store gift cards. - Start and end dates:
Set the duration for the promotion, or choose Ongoing for no end date. - Promotion value:
Enter the discount amount, either as a fixed amount or a percentage. - Promotion limits:
Set limits such as one use per client, total number of uses, and a minimum spend amount.
- Name:
- Click Next step and choose how to apply the promotion:
- Enable promotion at point of sale:
Add the promotion during checkout. - Enable discount code:
Create a code for clients to use online.
- Enable promotion at point of sale:
- Select the locations and team members for the promotion if applicable.
- Click Create deal.
You can review the promotion details on the confirmation page.
To create a promotion:
- Open Marketing and select Deals.
- Tap Add (+) and choose Promotion, then select Next step.
- Under Customize promotion details, provide the following:
- Name:
Enter the promotion’s name. - Description:
Add an optional description (this is not visible to clients). - Apply promotions to:
Choose the items (services or products) the promotion applies to. Tap Edit next to each category to select items. - Enable for gift cards:
Toggle on if the promotion applies to in-store gift cards. - Start and end dates:
Set the duration for the promotion, or choose Ongoing for no end date. - Promotion value:
Enter the discount amount, either as a fixed amount or a percentage. - Promotion limits:
Set limits such as one use per client, total number of uses, and a minimum spend amount.
- Name:
- Tap Next step and choose how to apply the promotion:
- Enable promotion at point of sale:
Add the promotion during checkout. - Enable discount code:
Create a code for clients to use online.
- Enable promotion at point of sale:
- Tap Next step and choose the locations and team members for the promotion if applicable.
- Tap Create deal.
After setting up your promotion, inform your regular clients by creating a blast message. Click Create a campaign from the confirmation screen to get started.
Managing promotions
Create a campaign
If your promotion has a discount code, notify your clients through a blast campaign.
- Desktop
- Mobile
To create a campaign:
- Open Marketing and select Deals.
- Click the three dots next to the promotion and choose Create a campaign.
- Follow the steps to complete the campaign.
To create a campaign:
- Open Marketing and select Deals.
- Tap the three dots next to the promotion and choose Create a campaign.
- Follow the steps to complete the campaign.
Edit a promotion
- Desktop
- Mobile
To editing a promotion:
- Open Marketing and select Deals.
- Click the three dots next to the promotion and choose Edit.
- Update the promotion as needed.
- Click Save.
To editing a promotion:
- Open Marketing and select Deals.
- Tap the three dots next to the promotion and choose Edit.
- Update the promotion as needed.
- Tap Save.
Deactivate a promotion
- Desktop
- Mobile
To deactivate a promotion:
- Open Marketing and select Deals.
- Click the three dots next to the promotion and choose Deactivate.
A pop-up will confirm the deactivation, and the status will change to Inactive.
To deactivate a promotion:
- Open Marketing and select Deals.
- Tap the three dots next to the promotion and choose Deactivate.
A pop-up will confirm the deactivation, and the status will change to Inactive.
Reactivating a promotion
Reactivate a promotion to bring it back.
- Desktop
- Mobile
To reactivate a promotion:
- Open Marketing and select Deals.
- Click the three dots next to the inactive promotion and choose Activate.
A pop-up will confirm the activation, and the status will change to Active.
To reactivate a promotion:
- Open Marketing and select Deals.
- Tap the three dots next to the inactive promotion and choose Activate.
A pop-up will confirm the activation, and the status will change to Active.
Duplicate a promotion
Save time by replicating an existing promotion.
- Desktop
- Mobile
To duplicate a promotion:
- Open Marketing and select Deals.
- Click the three dots next to the promotion and choose Duplicate.
- Update the promotion as needed.
To duplicate a promotion:
- Open Marketing and select Deals.
- Tap the three dots next to the promotion and choose Duplicate.
- Update the promotion as needed.
Archiving a promotion
Keep your promotions organized by archiving those no longer in use.
- Desktop
- Mobile
To archive a promotion:
- Open Marketing and select Deals.
- Click the three dots next to the promotion and choose Archive.
- Select Archive again to reconfirm.
To archive a promotion:
- Open Marketing and select Deals.
- Tap the three dots next to the promotion and choose Archive.
- Select Archive again to reconfirm.
You can also click on a promotion and select Options to manage it.
FAQs
Can discount codes be applied to gift cards or memberships online?
Can the same discount codes be used in another promotion?
Can clients use more than one discount during online booking?