How to use the Promotions feature (overview)

MassageBook's Promotions feature allows your business to run specials on Services, Series, and soon - Gift Certificates! With Promotions, you can:

  • Promote a new service by offering a % off to the first 20 clients who book it
  • Fill a new Staff member's schedule by offering only their services at a discount
  • Minimize gaps in your Schedule by offering a discount on services booked during slow periods
  • Encourage inactive clients to come back with a discount on your most popular service
  • Target specific groups of clients with special offers tailored just for them
  • Set up Black Friday specials and advertise them ahead of time

... and so much more!

Criteria required in order to use the Promotions feature:

  • Your business must be on Subscription plan that includes Promotions.
  • Your business must have Online Booking enabled. 
  • The service(s) must be active and online.
  • The Staff member(s) assigned to the Promotion must be active and online, assigned to the service in Staff Settings, and must have Availability set up. 

Note: Promotions follows your business' current Online Booking Rules, Pre-payment Rules, Availability, and Staff Settings. This means that if the Staff member would not ordinarily be able available to perform the service during a specific time period due to blocked time, another appointment on the schedule, no availability, a limitation on the number of hours they can work per day, etc. a client will not be able to schedule a promoted service with them during that time slot. 

This tutorial will cover the following:

  • Creating a Promotion
  • Sharing a Promotion 
  • Purchasing and Scheduling a Promotion during online booking (client)
  • Selling a Promotion from the Cash Register
  • Stopping and Restarting a Promotion
  • Deleting a Promotion
  • Viewing Promotion sales  

Creating a Promotion:

  1. Navigate to your Business tab.
  2. Select Marketing.
  3. Select Promotions.
  4. Select + Create Promo.
  5. Step 1: Create The Promotions Wizard will display with five simple steps for creating the promotions.

    • Enter a Title for your Promotion that will display publicly on its individual landing page. 
    • Enter a Description of the offer. 



  6. Step 2: Services Stipulate which services are included in the Promotion. Use the drop-down options to choose In-Office or Out-Call, select all applicable durations, and enter the discount as either a percentage or dollar amount. To add multiple services, click + Add service

    • The service(s) must be both active and online with at least one Staff member assigned to them. 



  7. Step 3: Staff Choose the Staff member(s) who are permitted to perform the Promotion.  

    • If you don't see a Staff member listed, ensure they are marked "online" under in your Staff Settings. The Staff member must be granted permission to perform the service either in your Service Menu or Staff Settings. If they are not assigned to the service, no availability will display for the Staff during online booking when that promoted service is selected. 



  8. Step 4: Active Dates and Times Determine when the promotion can be purchased and scheduled. 

    • Start Date and End Date determines the date range that the Promotion can be sold at the discounted rate. Redeem by Date determines the last possible appointment date for the promotional price. In the example below, any 60 minute massage purchased between 11/1/17 to 11/30/17 and scheduled before 12/31/17 will be 30% off. 



    • Allow booking of promotions during any available times means that the service can be booked during any available time slot.
    • Restrict promotion booking allows you to choose which days and times the promotion appointment can be scheduled. It can still be purchased any time during the start and end date range, but the service can only be booked for the day(s) and time(s) specified in the filtered results. You must select SAVE next to each custom day / time otherwise your promotion will be available during any available times. 



  9. Step 5: Summary The final step of the promotion creation process is to determine where you want it displayed, and whether or not there are limitations on how many can be booked per day, or total.

    • Select Display promotion on my MassageBook business website if you want to advertise the special publicly.
    • Don't select the checkbox if you only want clients with the promotion link to purchase it. For example, if the Promotion is for clients who have spent X number of dollars or purchased X number of appointments, use the Campaigns filter to select the clients, and include a link to the promotion in the campaign. 




Sharing a Promotion:

  1. From the Promotions dashboard, select the drop-down menu next to the promotion name.
  2. Select Copy Promotion Link.



  3. Ideas for sharing a promotion:

    • Create an Email Campaign with a button that directs to the promotion landing page. If the promotion is available to everyone, select the option to send it to all clients! 
    • Reward clients that meet specific criteria with an offer exclusive to them. For example, if you want to offer a discounted service to all military veterans, tag them in your Client List, select their tag group during the creation process of the Email Campaign, and add a button with the promotion link. 
    • Entice clients who haven't booked an appointment in awhile with a discount! Add the promotion link to the body of your Bring 'Em Back Autopilot emails so that only recipients of that email can take advantage of the offer. 
    • Help a new Staff member fill their schedule by creating a promotion that applies to them only. Announce the new Staff member via an email campaign, and any clients who book with them will receive the discounted rate! 

Purchasing and Scheduling a Promotion during Online Booking (as the client):

If your business has elected to display the promotion publicly on your MassageBook business website, visitors to your site will see the promotion display during the date range that the promotion runs. For example, if your promotion starts December 1st and runs through December 15th, it will display on your website during that time period only. If the promotion has been stopped, or deleted, clients accessing the URL for the promotion will see a 404 error page, since the promotion no longer exists. 




When the client selects the promotion, they will be taken to a landing page where all applicable services will display. The client will choose from the Service(s) and Staff member(s) assigned to the promotion. The available appointment times that display will be based on the criteria you set during the creation process. Available times, Staff, and any limitations will display in the Fine Print section.

Selling a Promotion from the Cash Register (as the business)

  1. Navigate to your Business tab.
  2. Select Cash Register.
  3. Select the client.
  4. Select Add Promotion.



  5. Select the Promotion from the drop-down. Note: Only active promotions will display. If the promotion has passed, or has not started yet, the promotion will not display for selection.

  6. Select the Service from the drop-down. Only the active services that are assigned to the promotion will display. 



  7. The Cash Register will update with your selection and you can complete the check-out process.

Stopping and Restarting a Promotion

  1. Navigate to your Business tab.
  2. Select Marketing.
  3. Select Promotions.
  4. Select Stop Promotion.



    • When a promotion is stopped, it is removed from both your business' website and the Cash Register. If you promoted the link on social media, in a campaign, etc. the link will be inactive until you re-start promotion. If a client attempts to access the link for a stopped promotion, they will be presented with the following message:

    • Note: Any previously sold promotions will remain on the Schedule (or on the clients record if sold via the Cash Register). If the client booked a promotion online, and needs to reschedule it, the available dates and times will reflect the dates defined during promotion creation.

  5. To re-start a Promotion, select Restart Promotion from the drop-down menu. All previously set up terms will still apply. 

Deleting a Promotion:

  1. Navigate to your Business tab.
  2. Select Marketing.
  3. Select Promotions.
  4. Select Delete.



    • When a promotion is deleted, it is removed from both your business' website and the Cash Register. If you promoted the link on social media, in a campaign, etc. the link will be inactive until you re-start promotion. If a client attempts to access the link for a stopped promotion, they will be presented with the following message:

    • Note: Any previously sold promotions will remain on the Schedule (or on the clients record if sold via the Cash Register). If the client booked a promotion online, and needs to reschedule it, the available dates and times will reflect the dates defined during promotion creation.
    • Once a promotion has been deleted, it cannot be restored. 

Viewing Promotion Sales:

  1. Navigate to your Business tab.
  2. Select Marketing.
  3. Select Promotions.
  4. Qty Booked will display the number of promotions sold via online booking or the Cash Register.
  5. Income generated from the promotion will display under Sold.
    • Income will not be generated in this field until the appointment has been paid for. This means that if you sell 50 promotions online, but none of the clients pre-pay, your Qty Booked will display 50, but the income generated by those sales will show 0.00 until payment is received.
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