Offers & Promotions
Create and manage customer offers
How do I create an offer?
Navigate to Offers from the main menu and tap the + button. Set the offer name, discount type (percentage or fixed amount), discount value, and optionally a validity period. You can also add a description and choose which customers are eligible.
Offers can be applied to orders during checkout to give customers special pricing.
What are exclusive customer offers?
Exclusive offers are personalized promotions assigned to specific customers. You can create exclusive offers from a customer's profile under the Offers tab. These offers appear when creating an order for that customer and can be applied as a discount.
Exclusive offers help you reward loyal customers or incentivize purchases from specific individuals.
How do welcome offers work?
Welcome offers are automatically available to new customers when they are first added to your system. You can configure the default welcome offer in Settings, including the discount type and amount.
When a new customer is created, the welcome offer is attached to their profile and can be redeemed on their first order.
How do birthday offers work?
Birthday offers are special discounts that automatically activate during a customer's birthday month. You can set up birthday offers with either a percentage or fixed discount amount.
When a customer's birthday month arrives, the offer becomes available and can be applied to their orders. Birthday activations are tracked so you can see which customers have redeemed their birthday discount.
How do I track offer redemptions?
Each offer tracks how many times it has been redeemed. When an offer is applied to an order, the redemption is recorded automatically with the date and order details.
You can view redemption history from the offer detail screen or from the customer's Offers tab on their profile. This helps you measure the effectiveness of your promotions.