Applying promotions to a sale

Once a promotion is Active, applying it to a sale is straightforward. Automatic promotions apply themselves as you add items. Manual and Code Required promotions are applied from the Apply Promotions dialog on the Sales screen.

This article uses two promotions set up in Adding a Discount Promotion and Adding a Referral Rewards Promotion.

Automatic promotions

1. Open the Sales screen, or send a finished appointment to a sale from the Appointment Options popup.
2. Add the client's services and products to the sale as usual.
3. When an item qualifies for an Automatic promotion the discount is applied straight away. The Discount and Total columns update and the promotion name is shown under the item.

The sale is re-checked every time an item is added, removed or changed, so a Spend Tiers or Mix & Match promotion will apply as soon as the sale reaches the threshold and move to a higher tier as more items are added.

Applying a promotion by hand or with a code

1. On the Sales screen, click the + Promotion button above the items. The button only appears when your business has at least one active promotion.
2. In the Apply Promotions dialog, choose the promotion from the Select a promotion to apply list.

1. The promotion's description is shown under the list. If the promotion needs a code, an Enter promotion code box appears. Type the code the client has given you. Codes are not case sensitive.

1. Click OK. The promotion is applied to the qualifying items and the dialog closes.

If the promotion is already on the sale the dialog says Applied to this sale.

When a promotion is not applied

If the promotion cannot be applied the dialog stays open and lists the reasons under Not applied, for example:

• None of the items on the sale are included in the promotion.
• The qualifying items come to $45.00. The promotion needs a spend of at least $100.00.
• The promotion is for new clients only. Add the client to the sale first.
• The promotion needs a code. Enter the code the client has given you.
• Code ABC123 is disabled, has expired or has reached its limit.
• The promotion is not available at this location.

Fix the issue, for example by adding the missing item or the client, and click OK again. If the code you entered belongs to a different promotion, the dialog tells you which one so you can select that instead.

Things to know

• Only one promotion can discount an item. If two promotions qualify for the same item, the client gets the one that saves them the most.
• Items that already have a discount typed in by hand, a loyalty discount, a prepaid package or a legacy promotion are left alone. If you change an item's price or discount by hand, the promotion is removed from that item.
• A promotion that is Draft, Paused or Archived, or whose dates, days, times or location do not match the sale, will not apply.
• Each time a promotion is applied and the sale is completed, a redemption is recorded against the promotion. This is what the Total Redemption Limit and Per-Client Redemption Limit count.

Click Complete Sale to take payment and finish the sale as normal.