Helpful Hints: Before you begin.

• You can always create custom promotions as you go, however, this process is very helpful to streamline applying commonly used promotions!
  
  
• All admin users have access to the admin page controlling these settings. Additionally, admin users are able to delegate this particular admin page to other user groups. Non-admin users with access to this page will be able to make edits that affect all locations in the app. For more information see our article on User Groups and Permissions. 
  
  
• After creating promotions, it is always recommended that you test them and that your staff is trained on how to use them.
  
  
• We recommend avoiding duplicate promotion names, particularly when promotions are enabled at the same location and have overlapping dates.

How to: Set up Promotions.

1. Left-hand Navigation: Admin » Manage Promotions.
   
   
2. Click the +Add button
   
   
   
   
3. Use the Field Guide below to create your promotion:
   
   

   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 Promotion 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.	Promotions are not required to have an end date.
   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.
   Promotion 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 Promotion Rules to ensure codes are used correctly and prevent any misuse on items you don't intend. Utilize the dropdown menus within the Promotion Rules to select specific items and categories. For example: apply a promotion exclusively to Retail, but not Reservations.
   Archive Promo Code	Enabling this toggle will disable the promotion and remove it from the Manage Promotions page.  Important! Once archived, you will not be able to retrieve this promotion.	Once a Promotion is Archived, details will remain visible on all closed invoices and within reporting data. However, promotion information will be removed from any estimates that have not yet been closed. Please note that invoices will not include a log of removed promotions.

4. Once you have created a promotion, you can select to 'Save and add another' or simply 'Save'