About Promotions

About Promotions (Gift Experiences, Treatment Series, Discounts, and Loyalty)

Promotions in Cosmesoft allow you to incentivise clients, drive repeat business, and bundle services through Gift Experiences (GE), Treatment Series (TS), Discount Coupons, and Loyalty Points. These tools help build long-term client relationships, track promotional revenue, and streamline upfront payments.

Promotions may also be referred to as Marketing, Rewards, or Vouchers across different parts of the system.

What Promotions covers

The Promotions module provides four core components:

• Gift Experiences (GE) / Gift Vouchers — Digital-only gift cards created as templates in Settings or purchased at POS. They carry a monetary value and can be applied during POS checkout or online booking. Physical gift cards are not currently supported.
• Treatment Series (TS) / Packages — Bundled sets of services or products sold at a package price. Clients purchase the series upfront and redeem included sessions over multiple visits.
• Discount Coupons — Fixed-dollar or percentage-off promotion codes managed in Settings and applied at checkout.
• Loyalty Points — A rewards program granting points based on spend, redeemable as a payment method at POS checkout.

Centralised tracking and management

Cosmesoft provides two levels of tracking for promotional sales:

1. Settings → Promotions
2. • Gift Experiences: Create and manage GE templates for sale.
   • Treatment Series: Create and configure TS package definitions.
   • Purchased Gift Experiences: View and manage all issued vouchers across all clients, including status, balance, expiry, logs, resend/delivery actions, and suspend/unsuspend controls.
   • Purchased Treatment Series: View and track all sold treatment packages across all clients.
   • Issued Discount Coupons: Track staff-issued discounts applied at checkout.
2. Client Profile → Promotions Tab
3. • View assigned Gift Experiences and active Treatment Series for a specific client.
   • Access transaction and usage logs, resend digital links by SMS/email, and use re-gifting controls where eligible.

Access and permissions

• Viewing Promotions and reports — Owner, Admin, Manager, Receptionist.
• Creating GE Templates, TS Packages, and Loyalty Settings — Owner, Admin.
• Selling and redeeming at POS — Receptionist, Operator, Clinician.
• Suspending or unsuspending vouchers — Admin, Owner.

Related articles

• How to manage gift vouchers

• How to manage treatment packages

• How to manage loyalty points

• Fix common promotion issues
• How to process a sale
• About the Point of Sale (POS)