Promotions Setup Field Guide (Reference)

Summary

This guide explains the fields you see when you create a promotion.

What This Does

Setting Description Helpful Hint
Location Required. Select the locations where you want to use this promotion.

You can add promotions at more than one location.

You must select the location for the Product Rules to fill in.
Status Shows whether the promotion is active. Turning this off does not delete the promotion. It makes the promotion unavailable in the cart.
Enable in Customer Portal?

Lets a pet parent apply a promotion code in the portal when they make a booking request.

This works only in Customer Portal 2.0. See How to Go Live with the New Customer Portal 2.0.

Once a customer adds the promotion, it stays on the estimate unless it expires or you turn it off on the business side.

Customers cannot use promotions for retail items or packages in the Customer Portal. They can use them only for reservations and appointments.
Code A code you can share with customers. It is also the name of the promotion in the cart. The code is required.
Amount OR Percent

Promotions apply discounts automatically, so you do not enter negative values. To apply a discount, use a positive number. To add a surcharge, use a negative number.

Amount: The dollar amount the promotion takes off or adds. Use the format xx.xx.

Percent: The percentage the promotion takes off or adds. Use the format xx.xx (15.90 means 15.9%).

Fill in only one of these fields.

A positive amount is a discount. A negative amount is a surcharge.
Description Enter a short description of the promotion. This shows on customer invoices when you apply the promotion.
Start Date & Time The start of the promotion's active period. You can set up promotions ahead of time with the status off, and turn them on later.
End Date & Time

The end of the promotion's active period.

All promotions must expire. To make a promotion last "forever," choose a date far in the future, such as the year 2040.

 If a promotion is on a reservation but expires before checkout, the code is no longer valid. Complete the reservation before the promotion expires, or extend the promotion.
Single use Shows whether a customer can reuse the promotion. If you turn this on, each owner can use the promotion only once. This helps with "newcomer" discounts and one-time promotions.
Product Rules

Lets you pick the Reservations, Add-on Services, Retail, Packages, or Open Line Items the promotion can apply to.

If you turn on a category and do not pick from the dropdown, you choose everything in that category.

Use product rules so codes are used correctly and not on items you do not intend.

Use the dropdowns to pick specific items and categories. For example, apply a promotion only to Retail and not to Reservations.

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