The promotions feature of Encore allows you to create sales for your products and service in various ways that would automatically apply when the item is sold.
Add a Promotion #
- Go to Utilities.
- Click on Promotions.
- Click Add New.
- Choose the name for the promotion.
- The ‘Promotion Includes’ section allows you to enable categories, product lines, and individual products, or services to be included in the promotion. Enabling any of these will bring up a corresponding tab.
- Categories allows you to set a discount percentage per category, and subcategory.
- Product lines allows you to set a discount percentage per product line.
- Products allows you to set a discount percentage, or dollar amount per product.
- Services allows you to set a discount percentage, or dollar amount per service.
Restrictions Tab #
- Minimum Spend amount – If you want clients to have to spend a certain amount on their invoice to qualify for the promotion.
- The Minimum Spend restriction can include all items on an invoice, or only items included in the promotion when calculating the amount spent.
- Minimum Purchase Quantity – Will require clients to purchase a specified number of items to qualify for the promotion.
- The Minimum Purchase Quantity restriction can either include all items on an invoice, or only items included in the promotion when calculating the quantity of items purchased.
- Maximum Redemptions Limit – Lets you set the maximum number of times a client can qualify for the promotion.
- Limit promotion eligibility by client category – will allow you to set which client categories are eligible for the promotion. This will go by what each client has set for their category in their client profile.
Reports #
Promotions Report #
Select the promotion you want to view. Within the promotion date range, you can select the dates you want to view.
The Summary view will show an overview of the sales statistics for the selected promotion, while the detail view will show a breakdown per client.
If the client prebooked for their appointment, they will have a checkmark.
The Comparison option allows you to compare a typical period of time to the promotion period. This allows you to gauge how much the promotion impacted sales.
Year-over-Year will compare the sales from the same dates the previous year, to sales in the promotion dates this year.
Previous period will compare the selected date range against the same number of days immediately before the selected date range. As an example, this would allow you to compare a 5 day product promotion, to the 5 days before the promotion started.
Custom will allow you to choose your own dates to compare to.
Under Additional Filters, you can select which locations you want to view if you have more than one. If you only have one, you will not see this button.
Promotions Client Quality report #
This report allows you to compare totals for clients who participated in the promotion, versus those who paid full price.
The Mixed line is for clients who received the promotion on some visits but not others.
Click the Detail option to view individual clients.
