Promotions

Owners manage discounts under Point of Sale > Promotions. A promotion defines the discount rules; its promo codes are the codes customers or staff enter at checkout.

Create a promotion

1. Open Promotions and choose the create action.
2. Enter an internal Name.
3. Set the Discount Value as a percentage or fixed amount.
4. Choose the eligible item types and applicable dates.
5. If needed, enable Add custom expiration period to codes and set Codes Expire After.
6. Review the advanced membership settings and save.

Some discount settings are fixed after creation. Review them before distributing codes.

Recurring membership discounts

In the promotion's membership settings, Number of Months limits the discount period, including the initial purchase. Leaving it blank allows the discount to continue on renewals.

Check this setting before offering an introductory discount on an ongoing membership.

Add codes

Open the promotion and add codes using either:

• Input Code for a specific code, such as WELCOME10.
• Generate Code(s) for a batch of up to 1,000 generated codes.

Set Uses Per Code to limit redemptions, or leave uses unlimited if intended. Check each code's validity and expiration before sharing it.

Use a code

Customers enter the code in checkout. Staff can enter it in the payment section of Point of Sale.

If a code is rejected, check the promotion's dates, code expiration, usage limit, and eligible item types. A code may exist but not apply to anything in the current cart.

For email announcements, create a separate marketing campaign.