Marketing & Loyalty

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Overview

The Marketing & Loyalty module provides powerful promotional tools to attract new clients, reward repeat business, and increase average sale values. It includes discount coupons, multi-session bonuses, and gift card management to support your beauty center’s marketing strategies.

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Discount Coupons

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Key Features

Coupon Configuration

• Unique coupon code (alphanumeric)
• Description for internal reference
• Discount type: percentage or fixed amount
• Discount value (% or €)
• Minimum purchase requirement (optional)
• Maximum uses limit (optional)
• Valid from date (optional)
• Valid until date (optional)
• Status control (activo/inactivo)
• Current usage tracking

Coupon Validation

• Validates against maximum uses
• Checks validity date range
• Verifies minimum purchase amount
• Confirms active status
• Prevents over-redemption

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User Workflows

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Creating a Coupon

1. Navigate to Marketing > Cupones
2. Click Nuevo Cupón button
3. Fill in coupon details:
   • Code: Unique identifier (e.g., “SPRING2024”, “WELCOME10”)
   • Description: Internal note about coupon purpose
   • Discount Type: Choose “percentage” or “fixed”
   • Discount Value:
     • For percentage: enter number without % (e.g., 20 for 20%)
     • For fixed: enter euro amount (e.g., 10 for €10 off)
   • Min Purchase: Optional minimum cart value to use coupon
   • Max Uses: Optional limit on total redemptions (blank = unlimited)
   • Valid From: Optional start date
   • Valid Until: Optional end date
   • Status: Set to “activo” to enable
4. Click Save to create coupon
5. Coupon appears in grid view with code and details

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Coupon Card Display

Each coupon card shows:

• Status badge (green for active)
• Coupon code in large uppercase text
• Description
• Discount value (formatted as percentage or currency)
• Minimum purchase requirement (if set)
• Validity period
• Current uses vs. max uses (or ∞ for unlimited)
• Edit and delete options in dropdown menu

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Editing Coupons

1. Find coupon in grid
2. Click three-dot menu
3. Select Editar
4. Modify any fields:
   • Extend validity dates for ongoing promotions
   • Increase max uses if campaign is successful
   • Adjust discount value
   • Change status to pause temporarily
5. Save changes

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Deactivating Coupons

1. Edit the coupon
2. Change status to “inactivo”
3. Save
4. Coupon code will no longer validate for new purchases
5. Historical uses remain tracked

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Coupon Strategies

New Client Acquisition

• Code: “BIENVENIDA20”
• 20% off first service
• Max uses: unlimited
• Valid for 3 months

Seasonal Promotions

• Code: “VERANO2024”
• €15 off on purchases over €50
• Valid June 1 - August 31
• Limited to 100 uses

Client Reactivation

• Code: “TEVOLVEMOS”
• 25% off any service
• Valid for 30 days
• Sent to inactive clients

Referral Programs

• Code: “REFERIDO”
• €10 off for referred friend
• €10 credit to referrer (handled manually)
• Unlimited uses

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Session Bonuses (Bonos)

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Overview

Session bonuses are prepaid packages of multiple service sessions sold at a bundled price. They encourage:

• Upfront payment commitment
• Regular client visits
• Higher lifetime value
• Predictable revenue

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Key Features

Bonus Configuration

• Bonus name and description
• Total number of sessions included
• Bundle price (typically discounted)
• Optional service restriction (or valid for any service)
• Status control (activo/inactivo)
• Tax rate for invoicing

Bonus Tracking

• Client bonuses (ClientBonus) track individual purchases
• Remaining sessions counter
• Purchase date tracking
• Optional expiration dates
• Status monitoring (active/used/expired)

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User Workflows

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Creating a Bonus Package

1. Navigate to Marketing > Bonos
2. Click Nuevo Bono button
3. Configure the bonus:
   • Name: Package title (e.g., “Bono 5 Manicuras”)
   • Description: What’s included and benefits
   • Total Sessions: Number of sessions (e.g., 5, 10, 20)
   • Price: Total package price
   • Service: Optional link to specific service (or leave blank for flexible use)
   • Status: Set to “activo”
4. Click Save to add to catalog
5. Bonus appears in grid showing sessions and pricing

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Bonus Card Display

Each bonus card shows:

• Status badge
• Bonus name
• Sessions badge (e.g., “10 Sesiones”)
• Description
• Linked service name (or “Válido para múltiples servicios”)
• Total price
• Price per session calculation
• Edit and delete options

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Pricing Strategy Example

Single Session Service

• Manicure: €25 per session

5-Session Bonus

• Regular price: 5 × €25 = €125
• Bonus price: €110 (save €15 / 12% discount)
• Per-session cost: €22

10-Session Bonus

• Regular price: 10 × €25 = €250
• Bonus price: €200 (save €50 / 20% discount)
• Per-session cost: €20

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Selling Bonuses

1. Client purchases bonus at TPV or front desk
2. Add bonus to cart in TPV (Bonos tab)
3. Process payment
4. System creates ClientBonus record:
   • Links to client
   • Links to bonus type
   • Sets remaining_sessions = total_sessions
   • Records purchase_date
   • Status = “activo”
5. Client can now redeem sessions

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Redeeming Bonus Sessions

Current Implementation: Bonus tracking is manual:

1. When client books appointment using bonus
2. Staff notes bonus usage
3. Manually update ClientBonus.remaining_sessions
4. Mark bonus as “used” when remaining_sessions = 0

Future Enhancement: Automatic redemption during appointment check-in or completion.

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Managing Client Bonuses

View and manage client-specific bonuses:

1. Access via client profile or dedicated bonus management page
2. See all active and expired bonuses
3. Track remaining sessions
4. View purchase and expiration dates
5. Manually adjust sessions if needed (refunds, credits, etc.)

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Gift Cards

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Key Features

Gift Card Properties

• Unique gift card code
• Initial balance (value at purchase)
• Current balance (decreases with use)
• Issue date
• Optional expiration date
• Status (active/used/expired)
• Optional client association (purchaser or recipient)

Gift Card Lifecycle

1. Purchase: Created with initial balance
2. Active: Can be applied to purchases
3. Partial Use: Balance decreases, remains active
4. Fully Used: Balance reaches zero, status = “used”
5. Expired: Past expiration date, status = “expired”

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User Workflows

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Issuing a Gift Card

1. Navigate to Marketing > Giftcards
2. Click Nueva Giftcard button (if implemented)
3. Configure gift card:
   • Code: Unique identifier (auto-generated or manual)
   • Initial Balance: Value (e.g., €50, €100)
   • Expiration Date: Optional validity period
   • Client: Optional link to purchaser or recipient
   • Status: Set to “active”
4. Save to create gift card
5. Provide code to client (printed or digital)

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Redeeming Gift Cards

At Checkout (Integration point):

1. Client provides gift card code
2. Validate code is active and not expired
3. Check current balance
4. Apply gift card to cart total:
   • If balance ≥ total: Pay full amount from card, reduce balance
   • If balance < total: Apply full balance, collect difference via other payment
5. Update current_balance
6. If balance reaches €0, set status to “used”

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Marketing Strategies

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Client Acquisition

Welcome Offers

• First-time client coupons (20-30% off)
• Free add-on service with first booking
• Gift card bonus ($100 gift card for$90)

Referral Programs

• Coupon for referred friend
• Bonus for referrer
• Track referrals manually or via coupon codes

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Client Retention

Loyalty Incentives

• Multi-session bonuses for commitment
• Birthday month coupons (special offers)
• Anniversary rewards (annual client appreciation)

Reactivation Campaigns

• Send coupons to clients inactive >90 days
• Limited-time offers to create urgency
• Personalized services based on past bookings

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Revenue Optimization

Upselling

• Bundle packs combining services + products
• Bonuses for premium services
• Gift cards for holidays and events

Seasonal Promotions

• Summer skincare packages
• Holiday gift card sales
• New year wellness bonuses
• Back-to-school specials

Minimum Purchase Drivers

• Coupons with minimum spend requirements
• Free product with service over threshold
• Percentage off on higher-value services

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Business Benefits

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Increased Revenue

• Bonuses generate upfront cash flow
• Gift cards create future revenue (and often go partially unredeemed)
• Coupons drive new bookings that may not have occurred
• Minimum purchase coupons increase average transaction value

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Client Lifetime Value

• Bonuses commit clients to multiple visits
• Prepaid sessions reduce churn
• Loyalty rewards encourage repeat business
• Gift cards bring new clients into the funnel

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Marketing ROI Tracking

• Coupon usage statistics measure campaign effectiveness
• Bonus sales indicate promotion appeal
• Gift card sales show seasonal demand
• Redemption rates reveal client engagement

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Competitive Advantage

• Professional promotional programs enhance brand perception
• Flexible offers match client needs
• Gift cards enable gift-giving market
• Bonuses differentiate from pay-per-visit competitors

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Cash Flow Management

• Bonuses provide prepayment for future services
• Gift cards create advance revenue
• Predictable income from committed clients
• Reduced payment collection efforts