Intermediate · 5 min read
Create a happy hour offer
Build a time-limited percent discount for quiet afternoons and check that it applies correctly at the till.
In this tutorial you will create a 15% offer that runs on weekday afternoons for orders above a minimum. Offers need the Starter plan or above.
Before you start
Decide on four things: the discount, the days and hours, a minimum order amount, and whether it applies at every outlet. A small minimum protects you from discounting a single tea.
Steps
- Open Settings › Discounts. If the offers module is included in your plan you will see your existing offers. You may also see a daily suggestion based on your last 28 days of orders; you can use it as a starting point.
- Add a new offer. Give it a name customers will recognise, such as
Happy Hour 15%. - Choose the type. Select Percent and enter
15. A flat offer would take a rupee amount instead. - Set the days and time window. Select Monday to Friday, then set the start and end time, for example 3:00 pm to 6:00 pm. A window that runs past midnight is also supported.
- Add a minimum order. Enter
400, or whatever suits your menu. - Choose outlets. Leave it on all outlets, or pick specific ones.
- Choose customers. Leave it open to everyone, or limit it to new or repeat customers.
- Save the offer.
- Test it. Start a new order during the window and add items worth more than your minimum. Open the Offers panel. The offer should be listed as eligible, with a button to apply it.
- Test the edge cases. Try an order below the minimum. The panel should say why the offer does not qualify. Try again outside the window.
- Apply and check the bill. The discount appears on the order and on the receipt.
Rules to remember
- Only one offer can be on an order. Applying another replaces the first, and the till tells you which was replaced.
- An offer never exceeds the items' value. The amount is capped at the item subtotal and the remaining balance.
- If staff change the items after applying, the till re-checks the offer and removes or adjusts it if the order no longer qualifies.
Go further
For combos, create an items together offer, or buy X get Y. The till shows an Almost there list with one-tap buttons for items still needed.
Review the offer after a week. If it brought in more orders in the quiet period without cutting your margin too far, keep it.