To Create a Coupon

  1. At the center level, navigate to Marketing > Campaigns > Custom Coupons.
    The Custom Coupon page appears. Build rules related to Custom Coupons in the page.
  2. Segment: The drop-down list shows the custom target segments created till date in Zenoti. Select a segment of guests you want to roll out the coupon to. 
  3. You can create a Discount or a Cashback Coupon:
       a. Discount: The drop-down list shows all the discounts available in Zenoti,
           including the discounts created for campaigns. Select a discount from the
           drop-down list, as per need.
           Note: Discounts created for classes and the BOGO Discounts (Buy X Get Y
           offer discounts) will not be available in the drop-down list. This means, you
           cannot create custom coupons with BOGO discounts and the discounts
           created for classes.
           Important: Zenoti allows you to create either a discount coupon or a
           cashback, but not both. Hence, leave the Cashback field empty. 

        b. Cashback: Enter the amount you want to give as a cashback. Zenoti
            enables two checkboxes: Service/Day Packages and Products.
                i. Service/Day Packages: Select the checkbox if the coupon can be
                   redeemed only on services or day packages but not on product
                   purchase.
               ii. Products: Select the checkbox if the coupon can be redeemed only on
                   products.
              iii. You can select both the checkboxes to give cashback coupon on
                   services, day packages, and also products.

   4. Expires in: You can set the expiry of the coupon in any of the two ways -
        - Days: Enter the number of days after which the coupon expires.
        - Specific Date: Click the field and select a specific date from the calendar.

   5. Do not print a coupon on an invoice receipt with a discount: Select the
       checkbox if you don’t want to pass on the coupon benefit to guests who have
       already received a discount in the invoice (from a valid coupon# received from
       past purchase, membership, campaign, packages, or a manual discount). On
       selection, Zenoti does not print the coupon# on the invoices with discounts. 

   6. Coupon can be printed on: This field shows checkboxes against each day in a
       week: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.
       You can select the days during which you want to print the coupon#.
       For example, say you want to print the coupon of 10% discount, on every
       Tuesday, select Tuesday checkbox for the Coupon can be printed on field.
       Zenoti prints the coupon# on receipts raised only on Tuesdays.
       For example, say you want to announce cashback of $50 on every Friday,
       select Friday checkbox for the Coupon can be printed on field. Zenoti prints
       the coupon# on receipts raised on Fridays.

   7. Click Add.
       The coupon is added to the end of the list of existing coupons. The coupon
       you just added will be rolled out to an eligible guest, only when no other
       coupon preceding this one in the list was applied to the guest. 

Important Notes 

  • You can rearrange the order of coupons in the list (by drag-and-drop) so that Zenoti executes the coupons in your preferred order. 
  • When an eligible guest visits the center, the first coupon in the list, will be processed for the guest. 
  • Once processed, the guest will not receive the same coupon again. 
  • Guest can use the coupon only once. If the coupon has expiry, guest will not be able to use the coupon after the date of expiry.  

Org settings related to printing a coupon on a receipt

Ensure the following Org level settings (Admin > Organization > Organizations> Settings > Invoice and Receipt) are enabled to print the coupon on a receipt. 

  • Print Before Payment  
  • Print After Payment 

Print Before Payment

If you want to allow printing a coupon# before receiving payment of the invoice, select Coupon checkbox under Print Before Payment.
Note:
Ensure Receipt checkbox is selected along with Coupon checkbox.

When both, Receipt and Coupon checkboxes are selected, front desk can print the receipt before taking the payment and coupon# is printed on the receipt.
Important:
Though coupon# is printed on the receipt before payment, guest cannot redeem this coupon on the current invoice. It can be redeemed only in a future visit.

If you do not want to print the coupon# on the receipt before a guest makes payment, clear the Coupon checkbox.

Print After Payment

If you want to allow printing a coupon# after receiving payment of the invoice, select Coupon checkbox under Print After Payment.
Note: Ensure Receipt checkbox is selected along with Coupon checkbox.

When both, Receipt and Coupon checkboxes are selected under Print After Payment group, coupon# will be printed on the receipt:

  • After receiving a partial payment 
  • After receiving the complete payment
  • After closing the invoice

Important: Though coupon# is printed on the receipt before payment, guest cannot redeem this coupon on the current invoice. It can be redeemed only in a future visit.

If you do not want to print the coupon# on the receipt after the payment, clear the Coupon checkbox. Even though the coupon is not printed on the receipt, if a guest earned a coupon, it will reflect under the Coupons tab in Guest Profile.

See Also
Custom Coupons: Overview
Roll out Custom Coupons
Redeem Custom Coupons
FAQ on Custom Coupons
Comparison of custom coupons and cashback campaigns

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