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Creating a discount special

Available to: Admins, Marketing
Optional Permissions Required: Marketing > Specials Settings > Create
System Settings Required: None

This page explains how to create a special that can be redeemed for a discount for one or more services, products, packages, membership programs, series, and /or gift certificates.

Step 1: Enter basic special information

  1. Go to the Marketing tab then Specials.
  2. Click New Special.
  3. Name – Enter a name for the special.
  4. Description – Enter a description of the special, including any restrictions or instructions, if applicable.
  5. Type – Select whom the special can apply to from the drop-down menu.
    Creating a discount special-1

    Special types: Helpful hints

    TABLE DATA HERE

  6. Code – Enter a code for the special that an employee or customer must select to redeem the special. This field only appears if Code Required, Multiple Use is selected.
  7. Internal Use Only – Check the box if the special can only be applied by employees at checkout. This field only appears if only with Code Required, Multiple Use is selected.
  8. Click Save and Continue >.

Step 2: Select Booking Date Range (Optional)

Note: Selecting a booking range limits the special so it can only be redeemed if the reservation is booked within that range. A booking range is useful if you want to provide an incentive for reserving a service at a specific time – such as early or during a “pre-sale.” For example, if a reservation is booked on January 1st for January 15th, the booking date is January 1st.

  1. Use the calendar that appears to select a date range when the special can be booked. Applies to specials for services only.
    • Specific Date Range – Click on the calendar icon to find a date range. The special will only apply if the reservation is booked during the range selected.
    • Early Bird – Enter an amount of days or months. Applies if the special is booked more than X months/days before the reservation.
    • Last-Minute – Enter an amount of days or months. Applies if the reservation is booked less than X hours/days in advance.
  2. Click Save and Continue >.

In the example below, the special will only apply if the reservation is booked between May 1st and June 30th.

Creating a discount special-2

Step 3: Select Applicable Date Range

Note: Selecting an applicable date range limits the special so it can only be redeemed if the customer checks in/out within that range. An applicable date range is useful if you want to provide an incentive for reservation/orders completed at slow or off-peak times.

  1. Enter a date range when the special can be redeemed.
    • Specific Date Range – Use the calendar that appears to find a date range when the special will be valid.
    • Customer Birthday
    • Anniversary – If a customer has an anniversary set in their profile, you can set the special to apply X days before or after their anniversary.

    In the example below, the special will only apply to orders between May 5th and July 10th.
    Creating a discount special-3

  2. Max Redemptions per date range – If the special can be redeemed an unlimited amount of times, select Unlimited. If the special can be redeemed a limited amount of times, select the blank field and enter the number of times the special can be redeemed.
  3. Click Save and Continue >.

Step 4: Time of Day Dependency (Optional)

Note: Selecting a time of day dependency limits the special so it can only be redeemed at certain times of the day. This is useful if you want to drive business during off-peak times.

  1. Check Is there a time of day dependency? if the special can only be redeemed at certain times of the day.
  2. Once selected, select a time of day.
  3. Click Save and Continue >.

In the example below, the special will only be valid for reservations between 10AM to 12PM.

Creating a discount special-4

Step 5: Day of Week (Optional)

Note: Selecting a day of week dependency limits the special so it can only be redeemed on certain day(s) of the week. This is useful if you want to drive business on off-peak days.

  1. Check Is there a day of week dependency? if the special can only be redeemed on certain day(s) of the week.
  2. Once selected, select days of the week.

In the example below, the special will only apply to orders on Monday, Tuesday, and Wednesday.

Creating a discount special-5

Step 6: Select Special Items

  1. Select the services, products, packages, membership programs, series, and /or gift certificates this special applies to using the Ctrl or keys.
  2. Click Save and Continue >.

Helpful hints

  • Hold Ctrl or to select multiple items.
  • Select All Services, Products, Packages, Memberships, and Gift Certificates to apply the special to every item you sell.
  • Services, products, packages, membership programs, series, and gift certificates can be selected as an entire group.
  • All services, products, packages, membership payment plans, series, and gift certificates in a category can be selected.
  • One or some items can be selected from lists under each category using Ctrl or .

Step 7: Enter Discount Information

  1. Set up applicable discount information.
    • Apply discount to all items – Select and enter an amount or percentage off that can apply to all items selected.
    • Specify price ranges – To set up the special so that different discounts apply to different order totals, select Specify price ranges and enter the different price tiers and discounts.
  2. Click Save and Continue >.

Step 8: Set Combination Rules

  1. Specify if the special can be combined with other specials.
    • May be used in combination with all other non-exclusive Specials – Select if the special can be combined with any other service.
    • May not be used in combination with – Select if the special cannot be combined with one, some, or all other specials.
  2. Hold Ctrl or ⌘ to select multiple specials that cannot be redeemed with the special.
  3. Click Save and Continue >.

Step 9: Confirm

Confirm that all of the information is correct and click Confirm New Special. The special will appear in the specials list.

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