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Promotions for Cloud Users
Promotions for Cloud Users
Thalia Perez avatar
Written by Thalia Perez
Updated over 2 months ago

Overview

This article shows you how to create promotions and apply them to tickets—whether for single or multi-ticket checkouts. With easy steps for configuring percentage or fixed-amount deals, you'll learn how to boost sales and streamline the customer experience in no time!


Create Promotions

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Please Note:

  • There is not a settings option to limit how many times a promo can be used for a client

  • Discounts will be included in the Promotions Summary report (under sales).

  1. Login to your DaySmart Portal

  2. Click More icon at the top of the page

  3. From the dropdown, select Promotions

    • This may be different if you have customized your icons on your toolbar in User Settings

  4. Click +New Promotions at the top left

  5. Fill out the basic information:

    • Give the promotion a name

    • Select the discount the client gets ($ or % and amount)

    • Choose what the discount can be applied to

    • You can limit the discount by select items and date/time range

  6. Select your Target Clients

    • Allow all clients or chose a client category to receive the promotion

  7. Under Advanced options

    • Select if the promotion can or cannot be combined with other promotions

    • Choose whether the promotion applies before or after tax

    • Select if all or certain employees can use the promotion

      • Promotions are not included in employee access settings at this time


Redeem Promotions

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Please Note:

  • Promotions cannot be edited once they are attached to a ticket

  • You cannot remove a promotion from a closed ticket

  • Even if a promotion has ended and made inactive, any ticket that already has the promo applied will still receive the discount.

  • If you would like to add the promotion from the Appointment Book or Checkout, just click on the promotion you would like to add. If there's a checkmark, it means it will be applied to the ticket.

    • Promos can be applied to packages, but not memberships or pre-paid services

    • Pet ONLY - Promotions can only be applied to grooming appointments.


Multi-ticket Checkout

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  • During a multi-ticket checkout for 2 tickets that have separate promos, you will receive the following pop up.

  • If you choose to use both promos in the next screen you will be allowed to choose if you want the second one to apply to all tickets or just the payer’s


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