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What's the Schedulicity Deal Manager®?
What's the Schedulicity Deal Manager®?

How to create a deal and share it with your clients

Angela avatar
Written by Angela
Updated over a week ago

If you’re looking for a way to create promo codes to share discounts with clients without making them readily available on your Schedulicity business listing, then look no further! The Deal Manager is a great tool to run your specials on Class or Appointment bookings for clients or manage the influx of appointments you get from a daily deal with a company like Groupon, Living Social, etc. 

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How do I create a deal?

To create a Deal Manager promotion, walk through these steps below in the Schedulicity dashboard

  1. Navigate to Marketing and click the Deal Manager tile

  2. Select the “add new” button in the upper right-hand corner and choose whether the deal is for Services or Classes

  3. Choose which specific services/class the deal will apply to and which providers will be offering the services/class.

  4. Enter other information, including name, description, and how much of a discount is offered (in percentage or dollars).

  5. Enter the valid dates when the deal will run and the Scheduling window, which are the dates when clients can book an appointment. Also, specify the terms and limits of your deal.

  6. Specify the maximum number of bookings available through the offer and the maximum number of bookings per day.

  7. Don’t forget to save your deal!

👉 Keep in mind: If you're setting up deals for multiple classes, you'll need to create a deal for each individual class.

How do I share my deal with clients?

Since these deals don’t display within Schedulicity, you’ll want to share them with your clients by sending a quick email marketing message or sharing on your Facebook, Twitter, or Instagram!

Post on social media

Facebook and Twitter are simple links. Click to share, add a message, and confirm that you’d like to post that. For Instagram, you’ll be able to copy and paste the link into a post or even your bio 👍

Send out a custom email 

Another fantastic way to get your promotion out to all of your clients or a select group is to email it over to them directly! Here is how you can send over the direct link so your clients can book your promo:

  1. Navigate to Marketing and click the Deal Manager tile

  2. Select the deal from the list

  3. Under the “Share the deal” header, select the link in the text box under “Copy this link and share it”

  4. Copy the link in the text box and use it to share your deal with your clients!

Or, if you have the Unlimited Plan, you can choose the “Go to Email” button, and the link will be included right within the “Schedule Now” button from any of the templates you choose! 💥

Share your link everywhere

The “Share Link” option will take you to the deal itself (just as clients will see it). You can send that link out in any way you please. Keep in mind that these Deals are for you to create as a special, so the deal will not automatically be displayed in your list of services or your business info page. You have complete control over sharing the deal via your social media accounts online.

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