How to Create a Promotion (code-based)

Step 1: Access Promotions

Once logged in to Pabau, go to the left-hand sidebar and select ''Marketing'', then ''Promotions''.

Step 2: Start a New Deal

From the Promotions dashboard, click Create deal in the top right corner.

Step 3: Select the Deal Type

On the first step, select Promotion, then click Continue in the top right corner.

Step 4: Enter the Promotion Details

Name - the name of the promotion as it will appear in the system.
Description (optional) - additional context about the promotion, up to 600 characters.
Discount value - enter the value and select the unit: % or £.
Discount code - a unique code clients use to redeem the deal, e.g. SALE10. This can be entered by the client at checkout during online booking, or applied manually by a team member at Point of Sale.
Promotion starts - the date the promotion becomes active. If left blank, it goes live immediately on publishing.
Promotion ends - the date the promotion expires. Defaults to Never if left blank, meaning it runs indefinitely.
Where can clients redeem this? - select Online bookings, Point of Sale, or both.

NOTE: A promotion with a flat rate discount greater than the basket total will reduce the total to £0 - it will never produce a negative balance.

Step 5: Choose What's Discounted

Select which catalogue items the promotion applies to - Services, Products, Gift cards, or Packages or tick Include all to apply it across the whole catalogue.

You'll also choose which clinic locations the promotion can be redeemed at.

Step 6: Set Client Eligibility and Usage Limits

Choose who's eligible to use the promotion - All clients, New clients only, Returning clients only, or a Specific client segment.

You can also set optional usage limits, such as a total redemption cap or a limit per client, and decide whether the promotion can be combined with other active discounts.

Step 7: Review and Publish

Review the summary of your promotion and use the Live preview panel to see how it will appear to clients at checkout or during online booking.

Once everything looks correct, click ''Publish promotion'' to make the deal live.

By following the steps above, you can create and publish a Promotion to fit your clinic's needs.

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.