Coupons

Coupons are single-use discount codes that customers receive and scan at checkout. Unlike rewards (which require points), coupons are distributed as promotions and can be scanned directly by the cashier.

Creating a coupon

Click Create Coupon and fill in:

Discount types

Linking the coupon to menu products

Free product or service and Size Upgrade let you pick one or several menu products the coupon applies to. It is optional. Only the active products in your catalog are listed (see Menu); if you have none, you write what you hand over in What do you give away?.

If you pick several products, the customer gets one of them, not all: the cashier picks which, and Redemption reconciliation counts it as a single gift. If you have XtarlyPOS and pick none, the cashier picks the line.

With Regular price $, redemption reconciliation tells you how much what you gave away is worth.

If you switch the discount type back to Percentage or Fixed Amount, the linked products are cleared: a ticket-level discount isn't restricted to one line.

Coupons for inactive customers (winback)

If you turn on Inactive customers only and set the Inactivity threshold (days), the coupon only shows up and can only be redeemed for customers who haven't purchased in that many days or more.

These coupons come with a 24-hour grace window: the coupon stays valid if the customer qualified as inactive at any point in the last 24 hours. That way, ringing up the customer's purchase before scanning their coupon no longer invalidates it — they came back for that coupon in the first place. The grace applies the same way to what the customer sees in their app and to what is accepted at the register, and it only relaxes the inactivity condition: birthday, valid days, lifetime spend, and minimum visits are still enforced as configured.

Coupons only for the customers you choose

At the end of the form, right before saving, is Who can use it?:

With the second option you build the list in two ways, which you can combine:

• Search for a customer — by name, phone or email, then Add. You can add up to 500 customers one by one each time you save.
• Add a group — Best, Loyal, New, At risk or Lost, the same segments as in Customers, each with how many customers it has today. View customers lets you check who they are before saving. The group's customers join the list when you save the coupon.

What changes on a coupon for chosen customers:

• Nobody else sees or redeems it. It does not show in the app, the portal or the register for anyone who is not on the list; if someone tries to redeem it for another customer, the register rejects it as a coupon for selected customers only.
• It is not announced. Creating it sends no notification to your customers, and it cannot be picked as the offer of an automatic message.
• Redeemable without sign-up is turned off: you need to know who the customer is to give it to them.
• In the coupon list it carries the Only N customers badge.

You can also give a coupon from a customer's profile: under Assigned coupons, Assign coupon (see Customers).

How coupons work at checkout

1. The customer presents their coupon (via QR code in the app or a printed code).
2. The cashier taps Redeem Coupon in the Xtarly Cashier app and scans the code.
3. The app shows the coupon and, for a Free product or service or a Size Upgrade, the exact instruction of what to hand over (see Validate Coupons).
4. The system validates the coupon and marks it as used.
5. The cashier applies the discount at the POS.