Promotions Setup Field Guide (Reference)

Promotions Setup Field Guide

Use this guide to understand the fields visible when creating a promotions.

Setting Description Helpful Hint
Location This required field will allow you to select the location(s) where you'd like to use this promotion.

Promotions can be added at multiple locations.

You must select the location in order for the Product Rules in the last step to populate.
Status Is this promotion active? Disabling this toggle will not permanently delete the promotion; instead, it deactivates the status, rendering it inaccessible in the cart.
Enable in Customer Portal?

This toggle allows a pet parent the ability to apply a promotion code themselves through the portal when making their booking requests.

Please note: this feature is only available in our Customer Portal 2.0. For more information on enabling this version of the portal, please see How to Go Live with the New Customer Portal 2.0.

Once added, the promotion is saved on the estimate, unless it expires or is disabled from the business side.

Currently, promotions cannot be used for retail items or packages through the Customer Portal. They can only be applied to reservations and appointments.
Code This is a code you can share with customers when telling them about a promotion, and it is also the name of the promotion as it will appear in the cart. Promotion codes are a required field.
Amount OR Percent

Promotions are designed to automatically apply discounts, eliminating the need for entering negative values. To apply a discount, use a positive number. If you wish to add a surcharge, use a negative number.

Amount: This is the dollar amount the promotion will deduct or add. Enter it in the following format: xx.xx.

Percent: This is the percentage amount the promotion will deduct or add. Enter it in the following format: xx.xx (15.90 = 15.9%).

Fill out only one of these fields.


Remember, a Positive amount = Discount and a Negative amount = Surcharge.
Description Enter a short description of the promotion. This will appear on customer invoices when you apply the promotion.
Start Date & Time The start date of a promotion marks the beginning of its active period. Promotions can be configured ahead of time with the status disabled and then enabled at a later date.
End Date & Time

The end date of a promotion signifies the conclusion of its active period.

All promotions must expire. You can choose the year 2040 or some time far in the future if you would prefer the promotion to last "forever".

 If a promotion is applied to a reservation but expires before checkout, the promotion code will no longer be valid. Ensure the reservation is completed before the promotion expires or extend the timeframe of the promotion.
Single use This will indicate whether or not this promotion can be re-used by a customer. If this setting is enabled, the system will only allow this promotion to be used once per owner. This is helpful if you offer "newcomer" discounts or one-time only promotions.
Product Rules

This feature lets you select specific Reservations, Add-on Services, Retail, Packages, and/or Open Line Items that the promotion can be applied to.

Enabling a category without selecting from the dropdown means you're choosing everything within that category.

Apply these product rules to ensure codes are used correctly and prevent any misuse on items you don't intend.

Utilize the dropdown menus within the Product Rules to select specific items and categories. For example: apply a promotion exclusively to Retail, but not Reservations.

 

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