Difference between revisions of "Coupons and Gift Cards custom feature"

From SimplyBook.me
 
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|title=Coupons and Gift Cards custom feature - SimplyBook.me
 
|title=Coupons and Gift Cards custom feature - SimplyBook.me
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, discount, gift cards, coupon, promotion
 
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, discount, gift cards, coupon, promotion
 
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[[File:Coupons and gift cards icon.png| left]]
 
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'''Please note!'''  
 
'''Please note!'''  
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*This Custom feature cannot be used together with [[Rewards_and_Referrals_custom_feature| Rewards and Referrals]] and [[Custom_Features#Clean_History | Clean History]].
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*This Custom feature cannot be used together with [[Special:MyLanguage/Custom_Features#Clean_History | Clean History]].
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*When you enable this feature [[Custom_Features#Accept_Payments | Accept Payments]] will be enabled as well.
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*When you enable this feature [[Special:MyLanguage/Custom_Features#Accept_Payments | Accept Payments]] will be enabled as well.
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<br><br>
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*Fixed amount discounts can be used for several purchases till the full discount amount is used.
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'''Please note!''' If you are using this feature with [[Custom_Features#Multiple_Bookings | Multiple Bookings]], [[Custom_Features#Group_Bookings | Group Bookings]] or [[Recurring_services(packs) |recurring services]] the discount will be applied to the whole purchase(all the sessions selected).
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*The clients should be subscribed to your marketing materials to be able to receive such notifications.
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*If you are using this feature with [[Special:MyLanguage/Custom_Features#Multiple_Bookings | Multiple Bookings]], [[Special:MyLanguage/Custom_Features#Group_Bookings | Group Bookings]] or [[Special:MyLanguage/Recurring_services(packs) |recurring services]] the discount will be applied to the whole purchase(all the sessions selected).
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*It is not possible to reschedule bookings with [[Special:MyLanguage/Client Rescheduling custom feature|Client rescheduling]] feature if a gift card was applied to it.
 
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;How to use
 
;How to use
 
:1. Enable this custom feature in Business Enhancements section of your Custom Features page.
 
:1. Enable this custom feature in Business Enhancements section of your Custom Features page.
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[[File:Coupons & gift cards enable path new cf.png| center]]
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[[File:Coupons and gift cards enable path redesigned.png|1200px| center|link=https://help.simplybook.me/images/6/65/Coupons_and_gift_cards_enable_path_redesigned.png]]
 
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:2. Navigate to "Manage" on the right or go to Manage//Coupons and Gift Cards.
 
:2. Navigate to "Manage" on the right or go to Manage//Coupons and Gift Cards.
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[[File:Coupons & gift cards manage path new cf.png | center]]
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[[File:Coupons and gift cards settings path redesigned.png|1200px | center|link=https://help.simplybook.me/images/9/90/Coupons_and_gift_cards_settings_path_redesigned.png]]
 
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<br><br>
 
:3. Click on "+" icon to create a promotion or a gift card.
 
:3. Click on "+" icon to create a promotion or a gift card.
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[[File:Create gift card or promo.png | center]]
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[[File:Create promotion path redesigned.png|1200px | center|link=https://help.simplybook.me/images/8/84/Create_promotion_path_redesigned.png]]
 
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:4. Fill in main details in the menu that appears on the right side.
 
:4. Fill in main details in the menu that appears on the right side.
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[[File:Promotion details.png| center]]
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[[File:Gift card main details redesigned.png|1200px| center|link=https://help.simplybook.me/images/c/c4/Gift_card_main_details_redesigned.png]]
 
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<br><br>
 
:5. Add details that your clients will see.
 
:5. Add details that your clients will see.
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[[File:Promotion details for clients.png| center]]
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[[File:Promotion settings for client side redesigned.png|1200px| center|link=https://help.simplybook.me/images/7/70/Promotion_settings_for_client_side_redesigned.png]]
 
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<br><br>
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:6. Set the period when promotion or gift card will be valid.
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:6. (optional) Set the period when promotion or gift card will be valid.
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[[File:Promotion period.png | center]]
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[[File:Campaign period settings redesigned.png|1200px | center|link=https://help.simplybook.me/images/f/f6/Campaign_period_settings_redesigned.png]]
 
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:7. As well you can connect your promotion/gift card to specific service(s), membership(s), product(s) for sale and/or service add-on(s).
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:7. As well you can connect your promotion/gift card to specific service(s), membership(s), product(s) for sale and/or service add-on(s).<br>
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[[File:Promotions connected items.png| center]]
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:(By default, it will be connected to all services/classes you have)
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[[File:Connect promotion to items redesigned.png|1200px| center|link=https://help.simplybook.me/images/1/16/Connect_promotion_to_items_redesigned.png]]
 
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:8. Save your settings. And one more step - you can now issue the gift card and/or send promotion messages to your customers.<br>
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:8. Save your settings. If necessary you can now issue the gift cards and/or send promotion messages to your existing customers by clicking on the "Issue gift card"/"Send coupon message" button near the desired item.<br>
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:Just use the corresponding button in the left-side menu.
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:Or create a batch of non-personalized gift cards there.<br>
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[[File:Issue gift card.png | center]]
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[[File:Send promotion to customers redesigned.png|1200px | center|link=https://help.simplybook.me/images/f/f1/Send_promotion_to_customers_redesigned.png]]
 
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<br><br>
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:9. You can also set templates for clients to receive email and/or SMS notifications when they purchase a gift-card on the booking site.
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:9. You can also set templates for clients to receive email and/or SMS notifications when they purchase a gift-card themselves on the booking site.
 
:To do that please navigate to Custom features//Coupons and Gift Cards, right side of the page.
 
:To do that please navigate to Custom features//Coupons and Gift Cards, right side of the page.
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[[File:Coupons & gift cards notifications path new cf.png | center]]
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[[File:Gift cards notifications settings redesigned.png|1200px | center|link=https://help.simplybook.me/images/8/86/Gift_cards_notifications_settings_redesigned.png]]
 
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Latest revision as of 09:52, 29 August 2024

Other languages:



Coupons and gift cards icon.png



Create and sell gift cards, and send coupons to your clients with the Coupons & Gift Cards custom feature! You can make % and fixed amount discounts and sell gift certificates. Use this amazing feature to promote your business. Customize your promotions with defined dates, messages and codes.


Please check our video tutorial on how to use this feature here.



Please note!

  • This Custom feature cannot be used together with Clean History.
  • When you enable this feature Accept Payments will be enabled as well.
  • Fixed amount discounts can be used for several purchases till the full discount amount is used.
  • The clients should be subscribed to your marketing materials to be able to receive such notifications.
  • If you are using this feature with Multiple Bookings, Group Bookings or recurring services the discount will be applied to the whole purchase(all the sessions selected).
  • It is not possible to reschedule bookings with Client rescheduling feature if a gift card was applied to it.




How to use
1. Enable this custom feature in Business Enhancements section of your Custom Features page.
Coupons and gift cards enable path redesigned.png



2. Navigate to "Manage" on the right or go to Manage//Coupons and Gift Cards.
Coupons and gift cards settings path redesigned.png



3. Click on "+" icon to create a promotion or a gift card.
Create promotion path redesigned.png



4. Fill in main details in the menu that appears on the right side.
Gift card main details redesigned.png



5. Add details that your clients will see.
Promotion settings for client side redesigned.png



6. (optional) Set the period when promotion or gift card will be valid.
Campaign period settings redesigned.png



7. As well you can connect your promotion/gift card to specific service(s), membership(s), product(s) for sale and/or service add-on(s).
(By default, it will be connected to all services/classes you have)
Connect promotion to items redesigned.png



8. Save your settings. If necessary you can now issue the gift cards and/or send promotion messages to your existing customers by clicking on the "Issue gift card"/"Send coupon message" button near the desired item.
Or create a batch of non-personalized gift cards there.
Send promotion to customers redesigned.png



9. You can also set templates for clients to receive email and/or SMS notifications when they purchase a gift-card themselves on the booking site.
To do that please navigate to Custom features//Coupons and Gift Cards, right side of the page.
Gift cards notifications settings redesigned.png



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