Create and manage promotions

To create a promotion:

1. Open Marketing and select Deals.
2. Click Add and choose Promotion.
3. Under Customize promotion details, provide the following:
   1. Name: 
      Enter the promotion’s name.
   2. Description: 
      Add an optional description (this is not visible to clients).
   3. Apply promotions to: 
      Choose the items (services or products) the promotion applies to. Click Edit next to each category to select items.
   4. Enable for gift cards: 
      Toggle on if the promotion applies to in-store gift cards.
   5. Start and end dates: 
      Set the duration for the promotion, or choose Ongoing for no end date.
   6. Promotion value:
      Enter the discount amount, either as a fixed amount or a percentage.
   7. Promotion limits: 
      Set limits such as one use per client, total number of uses, and a minimum spend amount.
4. Click Next step and choose how to apply the promotion:
   1. Enable promotion at point of sale: 
      Add the promotion during checkout.
   2. Enable discount code:
      Create a code for clients to use online.
5. Select the locations and team members for the promotion if applicable.
6. Click Create deal.

You can review the promotion details on the confirmation page.

To create a promotion:

1. Open Marketing and select Deals.
2. Tap Add (+) and choose Promotion, then select Next step.
3. 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.
4. 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.
5. Tap Next step and choose the locations and team members for the promotion if applicable.
6. Tap Create deal.

To create a campaign:

1. Open Marketing and select Deals.
2. Click the three dots next to the promotion and choose Create a campaign.
3. Follow the steps to complete the campaign.

To create a campaign:

1. Open Marketing and select Deals.
2. Tap the three dots next to the promotion and choose Create a campaign.
3. Follow the steps to complete the campaign.

To editing a promotion:

1. Open Marketing and select Deals.
2. Click the three dots next to the promotion and choose Edit.
3. Update the promotion as needed. 
4. Click Save.

To editing a promotion:

1. Open Marketing and select Deals.
2. Tap the three dots next to the promotion and choose Edit.
3. Update the promotion as needed. 
4. Tap Save.

To deactivate a promotion:

1. Open Marketing and select Deals.
2. 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:

1. Open Marketing and select Deals.
2. 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.

To reactivate a promotion:

1. Open Marketing and select Deals.
2. 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:

1. Open Marketing and select Deals.
2. 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.

To duplicate a promotion:

1. Open Marketing and select Deals.
2. Click the three dots next to the promotion and choose Duplicate.
3. Update the promotion as needed.

To duplicate a promotion:

1. Open Marketing and select Deals.
2. Tap the three dots next to the promotion and choose Duplicate.
3. Update the promotion as needed.

To archive a promotion:

1. Open Marketing and select Deals.
2. Click the three dots next to the promotion and choose Archive.
3. Select Archive again to reconfirm.

To archive a promotion:

1. Open Marketing and select Deals.
2. Tap the three dots next to the promotion and choose Archive.
3. Select Archive again to reconfirm.