How to assign automatic promotions to a client card
Automatically apply promotions to a client ticket at check out , here's how!
Assigning an automatic promotion to a client card gives you peace of mind knowing the discount will always apply at checkout. These promotions are truly set it and forget it—once assigned, there’s no need to manually add them during checkout.
This is a great way to consistently honor VIP clients, friends & family, or special customer groups.
When a client with an automatic promotion is checked out, the promotion is applied automatically to all services and/or all products on the ticket as soon as you select Checkout. ✔️
Promotions must already be created in the system before they can be applied automatically to a client.
Promotions must already be created in the system before they can be applied automatically to a client.
. 
Steps to Set Up Automatic Promotions
Step 1: Open the Client Card
Navigate to the Client Card for the client you want to apply automatic promotions to.
Step 2: Go to the Client Profile Tab
Select the Client Profile tab.
Step 3: Choose Automatic Promotions
At the bottom of the Client Profile:
Use the Automatic Service Promotion dropdown to apply a promotion to all services added to a ticket.
Use the Automatic Product Promotion dropdown to apply a promotion to all products added to a ticket.
During Checkout 💳
When you reach the Checkout screen, you can remove a promotion from any individual service or product if you don’t want it applied.
Important Notes 📌
Automatic promotions apply to all services or all products — you cannot assign them to a specific service or product group.
You can remove promotions from individual items at checkout.
Promotions must exist first before they can be selected on a client card.
Related Articles
Holiday Gift Card Promotions
Around the holiday seasons, many businesses like to offer a promotion on purchasing gift cards. The traditional offering is a $120 gift card for $100. Here are a couple ways for your business to sell gift cards at a discount within the Inspire by ...How do I create Automated Promotions?
Clients can have promotions assigned to their account that will auto-apply at Checkout. To enable an automated promotion, follow these steps: Go to Clients Search and select the Client Go to the Profile Tab Scroll down Select the Automated Services ...How do I update a client card?
Search for a client Go to Clients Type in the name of the client whose card you want to update in the search bar and select them Edit the information in the client card Click Save For an active appointment On the Appointments page, scroll down to the ...How can I see client information in the app?
From the STX Worker App: If a client has an appointment, simply click on the Appointment and then click the Client Name, then Client Card will appear. To search for a client, simply click Clients, search and select the Client by Name or Phone, then ...How can a client update their credit card for Token on File and/or Memberships?
Clients can update their own token on file by following these simple steps: Login to Online Booking Businesses can locate their Online Booking link in Setup > Setup Appointments & Emails > Online Booking Link Click MY ACCOUNT Click on PAYMENTS Enter ...