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The Marketing modules enable you to create promotional campaigns that drive sales and client loyalty. Beils Dashboard offers three types of promotions: Coupons (discount codes), Bonuses (multi-session packages), and Gift Cards.

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Types of Promotions

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Cupones (Coupons)

Discount codes that reduce purchase prices. Ideal for:
  • Seasonal promotions
  • First-time client discounts
  • Loyalty rewards
  • Limited-time offers

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Bonos (Bonuses)

Pre-paid multi-session packages. Perfect for:
  • Session bundles (e.g., “Buy 5, Get 1 Free”)
  • Treatment courses
  • Membership programs
  • Advance bookings

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Giftcards (Gift Cards)

Purchasable vouchers with stored value. Great for:
  • Holiday gifts
  • Special occasions
  • Client referral rewards
  • Corporate gifting programs

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Creating Coupons

Access the coupon manager at Marketing > Cupones.
1

Open Coupon Form

Click ”+ Nuevo Cupón” in the top-right corner.
2

Set Coupon Code

Create a unique, memorable code:Good Examples:
  • WELCOME20 - Clear purpose, includes value
  • SUMMER25 - Seasonal, easy to communicate
  • VIP15 - Targets specific customer segment
Avoid:
  • Random codes like X7K9PQ (hard to remember)
  • Offensive or confusing terms
  • Too-long codes (keep under 15 characters)
Use uppercase for codes - they’re easier to read and look more professional.
3

Configure Discount Type

Choose how the discount applies:Percentage Discount:
  • Select “Porcentaje” (Percentage)
  • Enter value (e.g., 20 for 20% off)
  • Best for: Flexible discounts that scale with purchase size
Fixed Amount:
  • Select “Cantidad Fija” (Fixed Amount)
  • Enter euro amount (e.g., 10 for €10 off)
  • Best for: Specific value promotions, easier to budget
4

Set Discount Value

Enter the numerical value:
  • For percentage: 10, 15, 20, 25, etc.
  • For fixed amount: 5.00, 10.00, 20.00, etc.
5

Add Description

Write a clear description visible to staff:
  • What the promotion is for
  • Any special conditions
  • Internal notes
Example: “Summer promotion for new clients - 20% off first visit”
6

Configure Usage Limits

Control coupon availability:Max Uses (Optional):
  • Leave empty for unlimited uses
  • Set a number (e.g., 100) to cap total redemptions
Minimum Purchase (Optional):
  • Require minimum spending to use coupon
  • Example: €50 minimum for €10 off coupon
  • Prevents loss-making small purchases
7

Set Validity Period

Valid Until (Optional):
  • Leave empty for no expiration
  • Select end date for time-limited promotions
  • Expiration happens at end of the selected day
For seasonal campaigns, set clear end dates (e.g., “September 30”). For ongoing loyalty programs, leave validity open.
8

Set Status

Toggle Activo / Inactivo:
  • Activo: Coupon can be used immediately
  • Inactivo: Saved but not yet active (for future campaigns)
9

Save Coupon

Click “Crear Cupón” to activate the promotion.

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Coupon Strategy Examples

New Client Welcome: 
Code: WELCOME15
Type: Percentage
Value: 15%
Min Purchase: €30
Max Uses: Unlimited
Valid Until: (empty - ongoing)
Flash Weekend Sale: 
Code: WEEKEND25
Type: Percentage  
Value: 25%
Min Purchase: (empty)
Max Uses: 50
Valid Until: Sunday end date
Loyalty Reward: 
Code: THANKYOU10
Type: Fixed Amount
Value: €10
Min Purchase: €50
Max Uses: 100
Valid Until: End of quarter

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Creating Bonuses (Multi-Session Packages)

Access bonus management at Marketing > Bonos.
1

Open Bonus Form

Click ”+ Nuevo Bono” in the top-right corner.
2

Name the Bonus

Create a clear, descriptive name:Good Names:
  • “10-Session Facial Package”
  • “Monthly Massage Membership”
  • “Quarterly Treatment Bundle”
Include the number of sessions so clients immediately understand the offer.
3

Add Description

Explain what’s included:
  • Service type covered
  • Validity period
  • Usage restrictions
  • Benefits vs. individual sessions
Example: “Package of 10 facial treatments. Use within 6 months. Save €50 vs. individual pricing!”
4

Link to Service (Optional)

Service Vinculado:
  • Select a specific service if the bonus applies to one treatment type
  • Leave empty if valid for multiple services
Linking a service helps with:
  • Automatic pricing calculations
  • Booking restrictions
  • Usage tracking
Leave unlinked for flexible “credit” style bonuses.
5

Set Total Sessions

Total Sessions: Enter the number of sessions included in the package.Common values:
  • 5 sessions (starter package)
  • 10 sessions (popular choice)
  • 12 sessions (monthly for a year)
  • 20 sessions (intensive programs)
6

Set Package Price

Price: Enter the total price for all sessions.Pricing strategy:
Individual Session Price: €60
10 Sessions at Full Price: €600
Package Price: €500 (€100 savings, 16.7% discount)
Per-Session Cost: €50
Offer 15-20% discount vs. individual sessions to incentivize package purchases while maintaining profitability.
7

Set Status

Toggle Activo / Inactivo:
  • Activo: Available for purchase in TPV
  • Inactivo: Hidden but retained in system
8

Save Bonus

Click “Crear Bono” to make it available.

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Bonus Card Display

Once created, each bonus shows:
  • Status badge (Activo/Inactivo)
  • Bonus name
  • “X Sesiones” count badge
  • Description text
  • Linked service (or “Válido para múltiples servicios”)
  • Total price
  • Per-session calculated price in parentheses

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Bonus Strategy Examples

Introductory Package: 
Name: "5-Session Starter Package"
Service: (Any service)
Total Sessions: 5
Price: €225 (normally €250)
Status: Activo
Specialized Treatment Course: 
Name: "Professional Facial Course - 10 Sessions"
Service: Professional Facial
Total Sessions: 10
Price: €500 (normally €600)
Status: Activo
Membership Program: 
Name: "Monthly Massage Membership"
Service: Therapeutic Massage
Total Sessions: 12
Price: €600 (normally €720)
Status: Activo

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Managing Gift Cards

Access gift card management at Marketing > Giftcards.
Gift card functionality follows similar patterns to bonuses but focuses on monetary value rather than session counts. Configuration details depend on your system version.

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Gift Card Best Practices

Effective Gift Card Programs:
  1. Standard Denominations: Offer €25, €50, €100, €150 options
  2. Clear Expiration: 12 months is standard, 24 months for higher values
  3. Custom Amounts: Allow custom values for personalization
  4. Attractive Packaging: Physical cards increase perceived value
  5. Easy Redemption: Train all staff on redemption process
  6. No Fees: Avoid maintenance or inactivity fees

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Using Promotions in Practice

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Applying Coupons at Checkout

1

Verify Coupon Validity

When a client provides a coupon code:
  1. Go to Marketing > Cupones
  2. Search for the code
  3. Verify:
    • Status is “Activo”
    • Not expired (check Valid Until date)
    • Under max uses limit
    • Cart total meets minimum purchase
2

Calculate Discount

For Percentage Coupons:
Cart Subtotal: €100
Coupon: 20%
Discount Amount: €100 × 0.20 = €20
For Fixed Amount Coupons:
Cart Subtotal: €75
Coupon: €10
Discount Amount: €10
3

Apply in TPV

  1. Open TPV and build cart normally
  2. In the “Descuento / Cupón” field, enter the calculated discount amount
  3. Total updates automatically
  4. Process payment
4

Update Coupon Usage

After sale, the system automatically:
  • Increments “current_uses” counter
  • Disables coupon if max uses reached

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Selling Bonuses

1

Client Inquiry

When a client asks about package deals:
  1. Show them available bonuses in Marketing > Bonos
  2. Explain sessions included, total price, and savings
  3. Note any service restrictions
2

Process Purchase in TPV

  1. Open TPV
  2. Select the client first (required for bonuses)
  3. Switch to Bonos tab
  4. Add the bonus to cart
  5. Process full payment
3

Confirm with Client

Explain:
  • “You now have 10 sessions available”
  • “Valid for 6 months from today”
  • “Book online or call us anytime”
  • “We’ll track your remaining sessions”
4

Track Usage

As client books and completes sessions:
  • System decrements remaining sessions
  • View balance in client profile
  • Notify client when sessions are running low

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Redeeming Gift Cards

1

Verify Gift Card

When client presents gift card:
  1. Check Marketing > Giftcards for card code
  2. Verify:
    • Card is active
    • Not expired
    • Has remaining balance
2

Apply Balance

In TPV:
  1. Build cart normally
  2. Apply gift card balance as discount
  3. If balance exceeds cart total, note remaining amount
  4. If cart exceeds balance, collect difference via normal payment
3

Update Card Balance

After redemption:
  • Deduct used amount from gift card balance
  • Provide receipt showing remaining balance
  • Deactivate card if balance reaches zero

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Campaign Planning

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Seasonal Promotion Calendar

Annual Campaign Ideas:Q1 (Jan-Mar):
  • New Year wellness packages (bonuses)
  • Valentine’s Day couple’s treatments (gift cards)
  • Spring refresh discounts (coupons)
Q2 (Apr-Jun):
  • Mother’s Day gift cards
  • Summer prep packages (bonuses for body treatments)
  • Wedding season specials (coupons for bridal services)
Q3 (Jul-Sep):
  • Summer flash sales (short-duration coupons)
  • Back-to-school self-care packages
  • Vacation prep bonuses
Q4 (Oct-Dec):
  • Holiday gift card promotions
  • Black Friday/Cyber Monday coupons
  • Year-end membership packages (bonuses)
  • New Year advance bookings

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Creating a Campaign

1

Define Campaign Goal

Identify what you want to achieve:
  • Increase new client acquisition
  • Boost revenue in slow periods
  • Encourage advance bookings
  • Increase average transaction value
  • Promote specific services
2

Choose Promotion Type

Match type to goal:
  • Coupons: New client acquisition, seasonal sales
  • Bonuses: Client retention, revenue stability
  • Gift Cards: Gifting occasions, cash flow
3

Set Strategic Pricing

Calculate financially sound discounts:
Break-Even Analysis:
Service Cost: €30 (product + labor)
Regular Price: €60
Margin: €30 (50%)

Safe Discount Range: 15-25% (€51-45 final price)
Minimum Discount Price: €35 (to maintain positive margin)
4

Create Promotion

Build the offer in the appropriate module:
  • Use clear, action-oriented naming
  • Set appropriate limits (uses, dates, minimums)
  • Write compelling descriptions
5

Promote to Clients

Communicate the offer through:
  • Email campaigns
  • Social media posts
  • In-center posters
  • Staff training (so they mention it)
  • Website banners
  • SMS to client list
6

Track Performance

Monitor:
  • Redemption count (check “current_uses”)
  • Revenue generated
  • New vs. returning client split
  • Average cart value change
7

Optimize

After campaign:
  • Analyze what worked
  • Adjust discount levels for next time
  • Identify most popular offers
  • Refine targeting

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Editing and Managing Promotions

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Editing a Coupon

1

Locate Coupon

In Marketing > Cupones, find the coupon by searching or browsing.
2

Open Edit Form

Click the three-dot menu (⋮) and select Editar.
3

Modify Fields

Update any settings:
  • Extend expiration date
  • Increase max uses
  • Change discount value
  • Adjust minimum purchase
  • Update description
4

Save Changes

Click “Guardar” to update the coupon.
Changing discount values on active coupons may confuse clients who already have the code. Consider:
  • Creating a new coupon code instead
  • Honoring the original terms for existing holders
  • Clear communication about changes

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Deactivating Promotions

To end a promotion without deleting:
1

Edit the Promotion

Open the promotion in edit mode.
2

Change Status

Toggle status to Inactivo.
3

Save

The promotion remains in the system but can’t be used.
Deactivating is better than deleting because:
  • Historical data is preserved
  • You can reactivate if needed
  • Reporting remains accurate
  • You can reference past campaigns

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Deleting Promotions

Deletion is permanent. Only delete if:
  • Promotion was created in error
  • Never actually used
  • Duplicate of another promotion
Otherwise, deactivate instead.

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Best Practices

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Financial Protection

Prevent Loss-Making Promotions:
  1. Set Minimum Purchase Requirements: Especially for percentage discounts
  2. Cap Maximum Discount: Even on percentage coupons (e.g., max €50 off)
  3. Limit Total Uses: Prevents budget overruns
  4. Set Clear Expiration: Limits liability
  5. Track Redemption Rates: Watch for abuse patterns
  6. One Coupon Per Transaction: Prevent stacking unless intentional

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Client Communication

Clear Promotion Terms:Always communicate:
  • Exact discount amount or percentage
  • Minimum purchase requirements
  • Expiration date
  • Applicable services (inclusions/exclusions)
  • Maximum uses per customer (if limited)
  • Non-transferable policy (if applicable)
Example: “Get 20% off your first visit! Use code WELCOME20 at checkout. Valid on services €50 or more. Expires December 31, 2025. One use per customer.”

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Staff Training

1

Regular Updates

Weekly team meetings should cover:
  • New promotions launched
  • Expiring promotions
  • Redemption procedures
  • Common questions and answers
2

Reference Materials

Provide staff with:
  • Printed list of active coupons and terms
  • Step-by-step TPV discount application guide
  • Contact person for promotion questions
3

Empowerment

Allow staff to:
  • Proactively mention promotions
  • Apply manager-approved exceptions
  • Suggest new promotion ideas

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Troubleshooting

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Coupon Not Appearing in System

Check:
  1. Status is set to “Activo”
  2. Valid Until date hasn’t passed
  3. Max Uses hasn’t been reached
  4. Search spelling is correct

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Client Says Discount Isn’t Working

Verify:
  1. Coupon code entered correctly (case-sensitive?)
  2. Cart total meets minimum purchase
  3. Coupon hasn’t expired
  4. Items in cart are eligible (not all products may qualify)
  5. Coupon hasn’t reached its use limit

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Bonus Purchase Not Associated with Client

Ensure:
  1. Client was selected in TPV before adding bonus
  2. Sale completed successfully (check sales history)
  3. Correct client profile (not a duplicate)
If issue persists, contact system administrator to manually associate the bonus.

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Gift Card Balance Incorrect

Steps to resolve:
  1. Check gift card transaction history
  2. Verify all redemptions were recorded
  3. Look for partial redemptions
  4. Manual adjustment may be needed - document reason

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Quick Reference: Promotion Types

TypeBest ForKey SettingsDuration
Percentage CouponScaling discounts%, min purchase, max usesShort-term
Fixed Amount CouponSpecific value-off€, min purchase, max usesShort-term
Session BonusLoyalty, advance salesSessions, price, serviceLong-term
Gift CardGifting, stored valueAmount, expirationMedium-term

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