How to Create an Intro Offer

What is an Intro Offer?

An Intro Offer is a short-term package designed to attract new clients to your business. It allows first-time customers to test out your services before committing to a long-term membership.

Intro Offers can include:

• Classes
• One-on-One Services
• Both Classes & One-on-One Services, allowing for more customization than a standard class pack.

This structure mirrors memberships without requiring a recurring commitment.

Step-by-Step: Creating an Intro Offer

1. Navigate to Intro Offers

1. Click the Menu icon.
2. Go to Setup > Pricing Options > Intro Offers.
3. Click the plus sign (+) in the top right corner to create a new offer.

2. Set the Intro Offer Details

1. Fill out the required fields:
   • Title (short and engaging).
   • Short Description (a quick overview of the offer).
   • Long Description (detailed explanation of what the offer includes).
   • Add an image or video to make the offer more appealing.
2. Click Next to continue.

3. Set Pricing & Expiration Rules

1. Choose where the offer will be available:
   • App & Admin (Visible to cold clients in the app).
   • Admin Only (Hidden from clients, only available for manual sale).
2. Set the expiration period (e.g., "10 days," "2 weeks").
3. Choose when the expiration starts:
   • At purchase (countdown begins immediately).
   • After first use (countdown begins on the date of the first class the client registered for with the intro offer).
4. Set the price and tax settings.
5. Click Next to proceed.

4. Add Access to Classes & One-on-One Services

• To add classes:

  1. Click "Add Class Package".
  2. Choose number of uses (default is unlimited, so adjust as needed).
  3. Select which class groups are included.
  4. Click Create.

• To add One-on-One services:

  1. Click "Add One-on-One Package".
  2. Choose number of appointments included.
  3. Select the services this offer applies to (e.g., limit to 30-minute sessions).
  4. Click Add Package.

6. Click Create to finalize the Intro Offer.

Things to Note

Who Can Purchase an Intro Offer?

• Only first-time clients (who have never registered for a class or made a purchase).
• Clients created in the admin can still purchase an Intro Offer as long as they remain "cold" (no past registrations or purchases).

How Are Intro Offers Displayed?

• Only cold clients will see Intro Offers in the app.
• Existing clients cannot see or purchase them unless manually processed by an admin.

How to Override Purchase Restrictions with a Share Link

To allow non-cold clients to purchase an Intro Offer via a share link, you must override temperature restrictions in the settings:

1. Go to Setup > Pricing Options > Intro Offers.
2. Locate the offer and click the three dots next to it.
3. Select View, then click the Share Icon.
4. Create or edit a share link.
5. In Advanced Settings, allow all temperature levels (New, Warm, and Hot Clients).
6. Copy the link and share it via email, website, or direct messaging.

? Important: Even with a temperature override, each client can only purchase an Intro Offer once. If a client needs a second Intro Offer, an admin must process the sale manually.