Creating an Offer

To enable the Offers app, go to Apps > Manage apps > Offers and select Enable.

To create an offer, you must be an Admin user, or you must have the Can manage offers permission enabled in Staff Member settings.

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Create an offer

An offer can include a service, product, or sale-level discount that can be applied during checkout.

To create an offer, open the Offers app and select Create Offer.

Customize your offer using the Details, Discounts, and Advanced tabs.

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Details tab

In the Details tab, specify how the offer should be applied. The offer Name will be displayed on the receipt, while the Description is only visible internally.

An offer can be applied in the following ways:

By a staff member at checkout: Staff members can manually add the Offer to a checkout by clicking on + More > Offer, and then selecting the appropriate offer from the dropdown selector.
By entering an offer code: Clients will receive the discount if they entered the offer code via online booking as shown below. This field will display in online booking if you have any active offers with offer codes.
Automatically: Offers will appear automatically on the sale during checkout based on the settings of the offer.

You can also apply time limitations to restrict usage of the offer based on the following:

Appointment date/time: Clients will receive the discount based on when they completed their appointment.
Booking date: Clients will receive the discount based on when they booked their appointment.
Sale date/time: Clients will receive the discount based on the sale date. This is useful for sales completed via the Sales app without an appointment.

You can also choose to set a minimum sale amount that must be met before the offer can be applied. For example, if you’d like to create an offer that promotes $15 off all sales of $200 or more, you would want to set the minimum sale amount to $200.

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Discounts tab

In the Discounts tab, specify the type of discount included in the offer.

For Entire sale discounts, the discount will be applied to the sale total. This includes sales with gift cards and packages. When you create a discount for an entire sale, you will not be able to add additional discounts to the offer, as entire sale discounts cannot be combined with other discounts. Entire sale discounts are limited to dollar-amount discounts (e.g. $20 off entire sale), and do not support percent discounts (e.g. 15% off entire sale).
For Service discounts, the discount will be applied to the service price. The service price includes any selected service customizations. You can set the discount to apply to all services, or you can select specific service categories or individual services. To create an offer with 20% off all massages and 30% off all facials, you will need to create 2 separate discounts for this.
For Product discounts, you can create a discount for all products or limit it to specific product categories or individual products.

To set up an offer for a free service or product, select the service or product and set the discount to 100%. In the example below, the client receives a free gift of a hair oil when they spend $100 or more.

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Advanced tab

In the Advanced tab, specify which locations are eligible for the offer and select which price to use for calculating commission. Staff members can receive commission for the regular price or the discounted price.