Offers
Offers are promotional items that appear on the member dashboard. Staff create offers in the admin panel, configure how they display, and control which members see them based on eligibility rules.
Finding Offers
Go to Admin → Offers to see all offers.
The list shows:
| Column | What It Shows |
|---|---|
| Code | Unique identifier (e.g., "SUMMER2024") |
| Title | Display title |
| Type | Credit, Prepaid Marketing, Subscription Upsell, or Referral |
| Amount | Credit amount (for credit-type offers) |
| Credit | Associated credit type |
| Status | Active, Scheduled, or Ended (based on dates) |
| Starts | Start date, or "Always" if no start date |
| Ends | End date, or "Never" if no end date |
Filter by type using the dropdown above the table.
Creating an Offer
Click Create Offer to open the form.
Offer Settings
- Code — Unique identifier, max 50 characters. Cannot be changed after creation.
- Type — Determines eligibility rules and behavior:
| Type | Who Sees It | What It Does |
|---|---|---|
| Credit | All eligible members | Grants credits to the member |
| Prepaid Marketing | Members with zero credit balance | Promotes credit purchases |
| Subscription Upsell | Members with credits but no subscription | Promotes monthly lockouts |
| Insurance Upsell | Monthly lockout members without insurance | Promotes adding insurance to lockouts |
| Referral | Members with active monthly reservations | Promotes the referral program |
For Credit type, additional fields appear:
- Amount — Number of credits to award
- Credit Type — Which credit balance to add to
- Success Message — Shown after the member redeems (max 200 characters)
Display Content
- Title — Main heading on the offer card (max 100 characters)
- Description — Explanation text (max 500 characters)
- CTA Button Text — Button label (max 100 characters)
- CTA URL — Where the button links to (optional)
- Offer Image — Background image for the card (upload available after creation)
- Badge Text — Small overlay badge like "New" or "Limited Time" (optional)
Dashboard Display
- Show on Dashboard — Toggle whether this offer appears on member dashboards
- Display Variant — Featured (full-width card with gradient overlay) or Compact (smaller card)
- Priority — Sort order. Higher numbers appear first. Default is 0.
Schedule
- Start Date — When the offer becomes active. Leave empty to start immediately.
- End Date — When the offer expires. Leave empty for no expiration.
Editing an Offer
Click any offer in the list to edit it. All fields except Code can be changed.
To add or change the background image, use the Offer Image upload section on the edit page.
How Members See Offers
Active offers with Show on Dashboard enabled appear on the member's dashboard in a carousel. Members can dismiss offers, and a Show offers link lets them bring dismissed offers back.
When a member clicks an offer's CTA button:
- Credit offers check eligibility and redeem credits directly
- Subscription Upsell offers open the credits purchase modal
- Insurance Upsell offers open the insurance selection modal where members choose a tier and timing
- Other types navigate to the CTA URL
Eligibility Filtering
The system automatically hides offers that don't apply to a member:
- Offers the member has already redeemed
- Subscription Upsell — Hidden if the member has no credits or already has a subscription
- Insurance Upsell — Hidden if the member has no monthly lockout or all lockouts already have insurance
- Referral — Hidden if the member has no active monthly reservation
- Prepaid Marketing — Hidden if the member has a credit balance
Status Indicators
| Status | What It Means |
|---|---|
| Active | Currently visible to eligible members |
| Scheduled | Start date is in the future |
| Ended | End date has passed |
Deleting an Offer
Open the offer and click Delete. Deleted offers are soft-deleted and no longer appear on dashboards or in the admin list.