In this article, we will walk through the promotion's general settings, including restrictions when configuring a promotion.
Things to know:
- By default, promotions are applied to the least expensive item. However, you can configure your account to apply promotions to the most expensive item instead. This option is managed through the "Apply Promotions in Order of Highest to Lowest Item Cost" setting on the Business Setup > Settings page. For franchise businesses, this setting is controlled at the parent level.
- When configuring promotions at the parent level, only items created at the parent level will be visible for selection
- Businesses with several pages of promotions in any status can utilize the search field to look for a specific promotion rather than browsing through all of the pages. You can perform a search using the name or promo code.
- In the POS, promotions will appear in the format: promotional code: promotion's name. For instance, if the promotion is named "New Year Sale 15% Off" with the code NEWYEAR15, it will be displayed as NEWYEAR15: New Year Sale 15% Off. However, when the promotion's name and code are identical, it will be displayed only once, for example, NEWYEAR15.
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 |
This determines if the promotion will be automatically applied at checkout when a qualified item is added to the ticket. If set to yes, the option to select the restrictions, new clients and one use per client will not be eligible. You would also not have the option to set a promotion code or a barcode. |
| 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 - If selected, the promotion will only apply to new clients. If Auto Apply is selected above, this option will be disabled. If you apply this promotion to an existing client, you will receive the following error message: The (Promotion name) can only be used by new clients One Use Per Client - This restriction will allow clients to use the promotion only once. It will not apply to the ticket if the client tries to use it a second time. If the promotion is auto-applied, this option will no longer be available. When you attempt to apply the promotion a second time to a client's purchase, you will receive the following error message: The (Promotion name) can only be used by each client but was previously used 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 - If selected, only clients with a membership will receive this promotion. If this promotion is added to a client's ticket that does not have a membership, you will receive the following error message: The (Promotion name) required a client with a membership at the business. Can Be Used For Online Bookings & Purchases - This restriction determines whether the promotion is applicable for online use. |
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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Promotion Criteria and Benefits