How to create automatic promotions like happy hour or buy X get Y.
A promotion is a discount rule. Automatic promotions apply whenever their conditions are met, for example 20 percent off between 2pm and 5pm on weekdays. Code promotions need the customer to enter a code.
- Who it is for
- Owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Create a promotion
- Open Marketing > Promotions. The New promotion form is at the top.
- Type a Name and choose the Trigger: Automatic or Requires coupon code (then fill in Coupon code).
- Choose the Discount type: Percent off, Fixed amount off or Buy X get Y free (set Buy and Get free). Add a Min spend if needed.
- For a happy hour, set Active from (HH:MM) and Active to (HH:MM), and tick Active days (none means every day).
- Set Priority (higher applies first), and switch on Exclusive if it must never stack with other promotions, or First order only.
- Choose Who qualifies, the Order types and the Channels (Counter, Table QR, Member app), plus any Total redemption limit or Limit per customer.
- Optionally switch on Show to members to show it as a banner in the member app, then tap Create promotion.
- For automatic promotions to apply at the counter, switch on Automatic promotions at POS in Settings > Features.
What your customers see
- The discount applied to eligible sales, and, with Show to members on, a banner on the member home and menu.
Common problems
- The promotion does not apply at the counter.
- Switch on Automatic promotions at POS in Settings > Features. It is off for new businesses.
- Two promotions stacked when they should not.
- Edit the more important one and switch on Exclusive. An exclusive promotion never stacks with others.
Related guides
- How to create promo codes, coupons and punch cards
- How to set up loyalty tiers and member grades
- POS and sales
More in Marketing and loyalty, or start with the getting started guide. Still stuck? Contact us.