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Managing Offers & Promotions

A strategic promotions strategy is vital to filling empty clinic chairs and driving product sales. Zennor provides a system to manage everything from standard holiday discounts to automated 'set-and-forget' birthday rewards.

You can access the Offers module via the Admin Panel under App Builder > Offers.

1. Types of Offers​

The current Admin workflow creates One-Time Campaigns. Legacy automated records remain supported by the patient and checkout policies, but cannot be created or edited from this screen.

One-Time Campaigns​

These are your traditional, date-bound promotions. They have a specific start date and a set duration (e.g., a "Black Friday Sale" running for exactly 3 days). You control exactly when they go live and when they expire.

Legacy automated offers​

The patient and checkout policies recognize birthday, membership-anniversary, and lapsed-patient triggers for existing records. Unsupported trigger names fail closed. Do not promise or configure recurring-yearly/calendar triggers until a dedicated Admin workflow is restored.

2. Linking Offers to Treatments & Variations​

To ensure patients use the promo code correctly, you can strictly link an offer to a specific service.

  1. Select the Main Treatment from your catalog.
  2. If the chosen treatment has Variations (e.g., Botox 1 Area vs Botox 3 Areas), you can further restrict the offer to only apply to specific variants.
Protecting Margins

If you are running a deep discount (e.g. 50% Off), always use the Variations selector to exclude your highest-cost or lowest-margin service options from being eligible for the code!

3. Configuring the Discount logic​

Zennor gives you granular control over the economics of every offer:

  • Discount Type: Choose a Percentage (%) discount or a Fixed Amount (₹) discount.
  • Maximum Discount Cap: If offering a Percentage, you should set a maximum monetary cap to protect against massive unpredicted usage.
  • Minimum Spend: Require the patient's cart to hit a certain threshold (e.g., ₹5000) before the promo code is valid.
  • Usage Limits: Limit how many times a single patient can use the promo code (typically set to 1).

4. Visibility & App Banners​

How an offer looks in the patient's app is controlled in the Flash Sale & Banners section.

Standard Appearance​

By default, offers appear in the dedicated "Offers" tab within the patient app as a standard rectangular card, alongside their Promo Code.

Flash Sale (Hero Banner)​

Checking the High-Priority Placement (Flash Sale) toggle changes the offer's visual prominence.

  • It elevates the offer to a large, highly visible Hero Banner at the very top of the App's Shopping/Booking screen.
  • Use this for your most important campaigns to maximize visibility.

5. Automated Push Notifications​

You do not need to manually message your patients to tell them about an offer. Zennor handles this natively.

Enable the Push Notification toggle and write a catchy Notification Title and Message Body. The system handles the delivery sequence:

  • For One-Time Campaigns: the system queues one launch notification when the offer first becomes live. Expiry reminders are not sent automatically.

Push notifications will be delivered to patients who have enabled OS-level notification permissions for the app. Tapping the notification routes the patient directly to the offer.

Analytics storage migration​

Offer performance is stored in the staff-only promotionAnalytics collection. Legacy promotion documents may still contain usageCount, revenue, views, or clicks; run the authenticated migratePromotionAnalytics callable in batches until it returns nextCursor: null. Deploy the Functions changes first, complete this migration, then deploy the matching Firestore rules and patient/Admin clients. New saves and checkouts also migrate touched offers automatically.