In this article, we’ll cover the general settings for promotions, including how to configure restrictions and limitations.
Things to know:
- The ability to create a promotion is governed by the "Accessing Promotions" access control setting.
- For franchise businesses, when configuring promotions at the parent level, only items created at the parent level (such as services, products, classes, etc.) will be available for selection in the promotion configuration interface. Learn more about global promotions here.
- By default, promotions are applied to the least expensive eligible item on a ticket. If you prefer to prioritize higher-value items, you can enable the “Apply Promotions in Order of Highest to Lowest Item Cost” setting under Business Setup > Settings. For franchise businesses, this setting is managed at the parent level and applies to all child locations.
- For promotions set to auto-apply, the option to enter the promotion manually—either online or in-store—will not be available.
- In POS, promotions are displayed in the following format: [Promo Code]: [Promotion Name]. For example, a promotion named "New Year Sale 15% Off" with the code NEWYEAR15 will appear as: NEWYEAR15: New Year Sale 15% Off. If the promo code and promotion name are identical, only the code will be displayed. Example: NEWYEAR15.
- Promotions are grouped and applied based on the "Must Purchase" quantity. For example, in a Buy One, Get One Free promotion, the discount will apply to one item if one additional eligible item is added to the ticket. If multiple qualifying items are added to the ticket, the promotion will be applied to multiple items.
- Stacking promotions or discounts on a single item or purchase is a common practice in retail, and it can be implemented in various ways. There are various use cases for how manual and auto-applied discounts are added to POS tickets. For details, learn more here.
- For multi-day appointments, the promotion will apply to the entire duration, not just a single day. For example, if a client books a 7-day boarding appointment, the promotion will be calculated based on the total cost for all 7 days, not just one.
- A promotional code can be reused in a new promotion once the original promotion has been deleted. If a code is deleted at the child account level, it also becomes available for use at the parent level.
- If your promotions page spans multiple pages, you can use the search field to quickly find a specific promotion. Search by either the promotion name or promo code to locate what you need without browsing through each page.
Contents
How to Set Up a Promotion
- Navigate to Marketing > Promotions
- Select your location
- Click on the "Create New Promotion" button
General Settings
When the Create New Promotion page opens, the first section covers general settings. This is where you configure your preference for the promotion. Fields with an asterisk next to them are required.
| General Setting | Description |
| Promotion Name | The name of the promotion |
| Location | Locations where the promotion would be applicable. If you want this promotion to be applied to all locations on the account, select the "All" option from the location filter. |
| Description | This is a description field for your internal reference |
| Valid | The start and end date of the promotion |
| Auto Apply | If set to Yes, the option to add a promotion code or barcode will be disabled. |
| Promotion Code | Enter a code to be used for promotion redemption online and in-store. You can create your own code or leave it blank. If left blank, the system will autogenerate one for you |
| Barcode | |
| Promotion ID | This is an optional field that can be used when the promotion needs to reference an external ID or tracking number from another system. If left blank, the system will autogenerate one for you. |
| Calculate Staff Commissions | Pre-Discount - Calculate the staff member's commission before the promotion is applied Post-Discount - Calculate the staff member's commission after the promotion is applied |
| Restrictions | Promotion restrictions are limiting conditions for each promotion and allow you to set your preference for the promotions by selecting one or more from the list given: New Clients Only: Only new clients can use this promotion.
One Use Per Client: Promotion can be redeemed only once per client.
One Use Per Ticket - If selected, the promotion can only be used once on any one ticket. There will be no error message but the promotion will not be applied more than once. Cannot Be Used With Other Promotions - If selected, this option will take precedence over any other promotion that is eligible to apply to the ticket, once it is auto-applied. This restriction allows the promotion to disable others applied before and stand alone. Membership Required: This promotion is available only to clients whose membership status is active or pending cancellation.
Can Be Used For Online Bookings & Purchases: Must be enabled for online bookings and purchases.
New Family Member Only: The promotion is only applicable for new family members added to a client's profile.
New Pet Only: The promotion is only applicable for new pets added to a client's profile.
Cannot Be Used If Package/Membership Credit Is Used For Qualifying Item Or Item Is Free - This restriction ensures that promotions do not apply to items covered by package or membership credits, or to items with a $0 price. For example, if a promotion offers 40% off when 2 services are booked, and a client adds 3 services to their ticket: Service 1 is covered by a membership Services 2 and 3 are not The promotion will apply to only one of the two eligible services (Service 2 or 3). The discount will not apply to the service covered by the membership credit. |
After configuring your general settings, click Next to move on to the Criteria and Benefits page of the promotion setup. Learn More here
Once the promotion is created on the "Promotions" page, you will see the newly created promotion displayed alongside other existing promotions.
For more information contact us at support@mytime.com.
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