Make an offer your agent tells callers about
An offer is a lower price on one or more of your services, for the days you choose. Once you switch it on, your agents tell a caller about it when they ask about one of its services or its price, and book them at the offer price. They never mention an offer for something the caller didn't ask about, an offer that is Off, or one they made up.
Before you start
- Your account is on the Growth plan. On Free and Pro, Promotions explains what it does and the account owner can upgrade in Billing.
- The services your offer is on have a price in Agent › Services. A service that needs a quote can't have an offer.
- To make or change offers on a team account, you need Marketing at Edit in Settings › Team.
Six steps
Open Promotions
In your dashboard, open Promotions under Grow and press New offer.
Screenshot: Promotions page with the New offer button highlighted.Write what callers hear
Give it a Title callers will understand, like "15% off haircuts this week". Keep it short: your agent says it as it is. Add any Terms, like "weekdays only".
Choose the services and the price
Tick the Services it's on, then choose how the price changes: % off, $ off or an Offer price. The box under it shows each service's price before and after, like "$80 → $68". An offer price is for services with a fixed price; $0 makes the service free.
A "from" price stays a "from" price, and both ends of a price range come down.
Choose the days
Choose the First day and the Last day. The offer runs to the end of its last day, in your business's time zone. Leave Last day empty for no end date.
Add a limit if you like
A Booking limit stops the offer after that many bookings. Cancelled bookings and no-shows give their place back. Switch on New customers only for someone who hasn't booked with you before.
Save it, then switch it on
Press Add offer. A new offer starts Off: no agent mentions it, and bookings are at the normal price. When you want your agents to tell callers about it, switch it on, in the offer or on its row in the list (Agents tell callers about it: On). The grey box shows what your agents will know. Calls starting from about a minute later hear it.
Your offer shows Active on Promotions, and a test call asking about one of its services hears the offer price.
Turn it off
Switch its row Off: no agent mentions it from the next call, and you can switch it on again. Delete takes it off the list for good. Bookings already made with it keep their price either way.
What happens on a call
- A caller who asks about a service on offer hears the offer price and the normal price, once, with its terms.
- When they book that service, the booking is made at the offer price. Its booking in Bookings shows the offer used, the price and the normal price.
- If the offer ends, is switched off or reaches its limit during the call, the booking is made at the normal price, and your agent tells a caller it had told about the offer.
- An offer that is Off is never mentioned on a call, and never applied to a booking.
- Personal offers from follow-ups and loyalty rewards are for one customer: your agent tells that customer only, and each is used once.
If something's not right
The agent didn't mention my offer
Check it shows Active (a new offer starts Off: switch it on), the caller asked about one of its services, and the call was to an agent the offer is for. A scheduled offer starts at the beginning of its first day.
A booking wasn't at the offer price
The offer was Off, had ended or reached its limit by the time it was booked, or it's for new customers only and that caller had booked before. The booking shows the price it was made at.
I can't choose a service
A service that needs a quote, or has no price yet, can't have an offer. Give it a price in Agent › Services first.