Marketing & campaigns

Marketing overview

The Marketing hub: gift certificates, promo codes, campaigns, boutique, reviews, and statistics — and what each tab does.

Gift certificates

Issue, track, download, and void gift certificates — by dollar amount or for a specific service.

Promo codes

Create percentage or fixed-amount discount codes and scope them to services, locations, team members, or one client.

Email and SMS campaigns

Build a campaign in the four-step wizard — template, block editor, audience, schedule — and send it by email, SMS, or both.

Boutique

Turn on a public storefront where clients buy gift certificates, custom-amount cards, and forfait packages online.

Reviews

Read client reviews, reply publicly, edit or remove your reply, and report reviews for moderation.

Statistics

The marketing analytics dashboard — KPIs, revenue, retention, sources, top services and clients, and more, over any date range.

Issue a gift certificate

Create a gift certificate by hand — dollar amount or specific service — and email it to the buyer.

Create a promo code

Set up a percentage or fixed-amount discount code, its validity window, usage limits, and scope.

Add a boutique item

Create the gift certificates, custom-amount cards, service certificates, and forfait packages your clients buy in the public boutique.