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Quick Guide: Promotions

For experienced users who need a fast reference.

Need detailed instructions? Go to the full guide arrow_forward

Quick Steps: Set Priority Order

Go to HQ > Promotions > Priority

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  1. Drag promos into the desired order using the drag handle on each row
  2. Press Save (top navbar)
  3. Press Refresh if a newly created promo is not showing in the list

Quick Steps: Create a Happy Hours Promo

Go to HQ > Promotions > Happy Hours

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  1. Press + Add
  2. Enter promo name, set Start/End dates, tick applicable sites
  3. In Periods: set trading start time → press + → select day(s) → drag time slider to set the window
  4. In Rules: press Generate Rules → select product filters → select price list(s) → select modifier type and value → press Generate
  5. Review the rules table, make any edits, then press Create
  6. Back on the list, press Refresh Data to confirm it appears
  7. Toggle Enabled when ready to go live
  8. Go to Priority to confirm position relative to other promos

Quick Steps: Create a Time Period Promo

Go to HQ > Promotions > Time Periods

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  1. Press + Add
  2. Enter promo name, set Start/End dates, tick applicable sites
  3. In Rules: press Generate Rules → select product filters → select price list(s) → select modifier type and value → press Generate
  4. Review the rules table, make any edits, then press Create
  5. Back on the list, press Refresh Data to confirm it appears
  6. Toggle Enabled when ready to go live
  7. Go to Priority to confirm position relative to other promos

Quick Steps: Set Up Offer Groups

Go to HQ > Promotions > Offers

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  1. Press Manage Groups (top right)
  2. Press + to create a group, give it a name
  3. Repeat for each group — recommended structure: (1) Item Discounts, (2) Sale Discounts, (3) Voucher Issues
  4. Drag to set priority order
  5. Press Save

Quick Steps: Create an Offer

Go to HQ > Promotions > Offers

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  1. Press + Create Offer
  2. General: enter name, select group, set dates, set Automatic on or off, leave Enabled off until ready
  3. Trigger: change from the default “Always” to your chosen trigger type, then configure conditions
  4. Actions: select action type (Item Discount / Sale Discount / Set Price / Issue Voucher) and configure fields
  5. Save — then toggle Enabled when ready to go live

Quick Steps: Create a Voucher

Go to HQ > Promotions > Vouchers

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  1. Confirm a Manual Offer already exists (Automatic = unticked in the offer’s General settings)
  2. Press + Create Voucher
  3. Fill in Name, Title, Description, T&Cs
  4. Select the Manual Offer from the Offer dropdown
  5. Tick Print on Issue and/or Attach to Member as needed
  6. Set Usage Limit and validity settings
  7. Press Save

Quick Steps: Find a Voucher in the Ledger

Go to HQ > Promotions > Voucher Ledger

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  1. Use the status filter buttons (Active / Scheduled / Inactive) to narrow the list
  2. Press Filters to open the filter pane — search by voucher name, member, redeem code, issue date, or redemption site
  3. Press Apply
  4. Click a voucher row, then press the right-side panel toggle (bottom right) to view details
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