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Creating a Basic Promotion: A Step-by-Step Guide

Promotions are an excellent tool to boost sales, reward clients, and enhance customer engagement. This guide provides a simple, step-by-step process to create a basic promotion within your service setup.

Step 1: Access the Service Setup Screen

  1. Navigate to the Setup menu.

  2. Select Services to open the service setup screen.

Step 2: Select a Service or Category

  • Choose either a service category (e.g., Facials) or a specific service line (e.g., Cleansing Facial).

  • Click on the Promotions option.

Step 3: Create a New Promotion

  1. Click New to start creating a new promotion.

  2. Fill in the following details:

    • Promotion Name: Provide a descriptive name (e.g., "Clean 20 Percent").

    • Description: Clearly explain the promotion for point-of-sale display (e.g., "20% Off Facials").

Step 4: Define Promotion Benefits

  • Choose the type of discount:

    • Percentage Reduction (e.g., 20%)

    • Dollar Amount

    • Cost Price

    • Gross Margin Percentage Reduction

  • For this example, select Percentage Reduction and set it to 20%.

Step 5: Configure Additional Settings

  • Coupon Requirements:

    • Specify if a coupon or barcode is required.

  • Club or Program Links:

    • Link the promotion to specific clubs or programs, or leave it as a general promotion for all customers.

  • Sales Limits:

    • Set a limit on the number of sales (e.g., first 20 customers).

  • Discount Reporting:

    • Specify which reports the discount applies to.

Step 6: Set Valid Days and Times

  • Personalize the promotion schedule:

    • Select a date range or specific start and end dates.

    • Define valid times, days of the week, or weeks within a month.

    • For promotions valid at all times, simply select Done.

Step 7: Finalize the Promotion

  • Click Done to save the promotion.

  • The promotion will now be applied automatically at the point of sale.

Testing the Promotion

  1. Go to the Point of Sale system.

  2. Select the relevant service.

  3. Verify that the promotion is applied correctly by checking the Group Discount column.

Key Takeaways

  • Promotions help boost sales and reward clients effectively.

  • Flexible configurations allow personalization by date, time, and customer groups.

  • Testing the promotion ensures proper application before going live.

For additional support or troubleshooting, please contact support.