Offers give you the ability to create and generate special offer codes for products, services, gift cards and memberships at the location level! Offer codes can be shared with clients to be applied during self-booking or can be applied by staff during the checkout process.
*Please Note: Offers are available to businesses with Premier and Enterprise subscriptions. Essentials customers: to access full Offers functionality, reach out to the Support team via Help Chat or by contacting firstname.lastname@example.org to upgrade your subscription today. Please see the Discount Reasons support article for more info on what you can accomplish without Offers.
Creating and Editing Offers
- Navigate to Manage Business settings () and select the Offers tab to create a New Offer.
- Enter the new offer Name and your Code will be automatically generated and then can be edited. Select the Discount Type and enter either the percent or dollar amount off.
- Select the Auto-Apply toggle to save a step by allowing the offer codes to be applied automatically during checkout.
- Assign the offer to specific items such as services, products, and gift cards.
You also have the ability to exclude specific categories, services, or products.
- Assign the offer to a specific Audience. By default, the offer can be redeemed by all clients. Deselecting this will give you an option to apply the offer to new clients or members only.
- Edit any Date & Time rules. You have the ability to limit what dates, day of week, or time of day an offer can be redeemed on.
- Apply the Offer to all Locations or select specific locations.
- Disable Applicable During Self-Booking to make an offer visible to staff only and not able to be added in the self-booking widget.
- Save by clicking Create Offer.
- Copy to clipboard by clicking the icon next to the code name. Learn more about Boulevard's Mailchimp integration to learn how to send these offer codes to your clients. Click the offer name to edit any details.
Applying Offer Codes at Checkout
- During the checkout process, the front desk can easily enter or paste an offer code in the Offers section. If the order applies to the rules you've selected and you've selected Auto-Apply when setting up an offer, the offer code will be automatically applied. You also have the option to select from a dropdown listing of all applicable offers codes.
Manually Selecting an Offer
If an appointment does not fit the criteria set for a specific offer, they will not see the option to apply it. (ex. If an offer code has expired, if it’s not the correct date or time, if they did not receive a specific service or product, etc.)
Stacking Offers and Other Discounts
When two or more offers apply to an order, both discounts will be applied in order to give the client the best possible price.
- Ex. Flo is getting a Head Shave during the Holiday Sale (during the month of December), as well as on the 13th day of the month. In this case, both offer codes can be applied so that she gets both 13% off for the day of the month sale and an additional $20 off for the Holiday Sale.
In addition, if an offer is applied to a ticket and another discount is manually added, both discounts will be applied to give the client the best possible price.
- Ex. Ross is purchasing an Argan Oil Shampoo that is eligible for the Blowout Product Sale offer. We’re giving Ross an additional discount of $5 for referring a friend. Both the offer and manual discount are applied to the product sale.
Applying Offer Codes during Self-Booking
- After a client chooses a date and time, they’ll be prompted to review their booking. By clicking “Have a promotion code?” they can enter an offer code and click Apply. This offer discount will automatically be applied at checkout.
Things to Note
CLOSED SALES ORDERS:
- After checkout, offers are visible in the closed order by hovering over the discount.
- Offers & Discounts Report (Beta) - A summary of discount and offer activity
DELETING AN OFFER
To permanently delete an offer, select Delete Offer within the individual offer settings.
Offers are only applied to clients who are eligible for an offer in group checkout.
Offers on services are applied based on the client receiving the service
Offers on products are applied based on the client paying for the order
Offers on gift cards are applied based on the client paying for the order
*If you'd like to assign discretionary discounts, you can add Discount Reasons that can be applied to orders as well.