Promotions Guide

Promotions Guide

Create business discounts for services and products to apply during checkout.
 

Create a Promotion

  1. Go to Setup > Setup Promotions
  2. Click + New
  3. Enter a Promotion Name
    1. Tip: include the amount i.e. $5 or 10%
  4. Select if promotion is a Service Discount, Product Discount, or Both
  5. Enter a Discount Amount is a monetary value that will be subtracted from the subtotal
  6. Enter a Discount Percentage is a percent value that will be subtracted from the subtotal
  7. Select a Start Date & End Date to limit the availability of the promotion to specific dates
  8. Sort Order is the placement in the list, on the ticket dropdown, where the promotion will appear
 

Apply a Promotion to Whole Ticket

  1. Open an existing or new ticket from the Check Out page
  2. Click + Promo and a pop up screen will appear
  3. Select a Promotion from the list and click Add to Ticket
    1. The line item amounts will adjust automatically.
To remove the promotion from the full ticket, click the + Promo and set the dropdown list to None.
 

Apply a Promotion to a Single Service or Promotion

  1. Open an existing or new ticket from the Check Out page
  2. Select a Service or Product and a pop up screen will appear -or- click an existing line item on the receipt to see the same pop up.
  3. Select a Promotion from the dropdown list
  4. Click Add to Ticket.
    1. The line item amounts will adjust automatically.
To remove the individual promotion, click on the specific line item on the receipt area of the ticket. Click the Promotion/Reward dropdown list and set it to Select Promotion.




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