Creating an automated offer
Glovora's offers system has two distinct modes. One-time offers are manual campaigns you create and activate yourself — a summer sale, a flash discount, a limited promotion for a specific date range. Automated offers are pre-built templates that the system watches for and triggers on your behalf, without any day-to-day input from you. Once you configure an automated offer and switch it on, it fires every time the relevant occasion arrives.
This article covers both modes in full: how to find offers in the CRM, how to configure each type, what triggers are available, what discount options you can use, and what the patient receives when an offer is triggered.
Where to find offers in the CRM
Click App Builder in the left-hand menu under Tools, then click the Offers tab.
The Offers section opens with a two-mode toggle at the top:
- One-time — your manually created campaigns
- Automated Offers — the library of pre-built occasion templates
Both modes share the same page. Switch between them using the toggle buttons.
Automated offers versus one-time offers
| One-time | Automated | |
|---|---|---|
| Created by | You, manually | System templates — you configure them |
| Trigger | Active between the dates you set | Occasion-based (birthday, Christmas, etc.) |
| Activation | You switch it on when ready | System activates it 7 days before the occasion |
| Push notification | Optional — sent manually via the Push button | Sent automatically at the time of the occasion |
| Typical use | Flash sales, seasonal promotions | Loyalty gestures, event-based rewards |
Automated offers require no maintenance once configured. The system checks daily, activates the offer in the app at the right time, and sends the push notification automatically. One-time offers give you full control over timing and reach.
Creating a one-time offer
One-time offers are fully manual. You set the dates, the discount, and whether patients receive a push notification.
- Click App Builder → Offers.
- Click the One-time toggle if it is not already selected.
- Click Create a One-time offer.
- The creation form opens in a side panel. Fill in the fields as described below.
- Click Save to create the offer. It will appear in your one-time offer list.
One-time offer form fields
Offer Name (required) The internal name for the offer. Patients do not see this label — it is for your own reference in the CRM. Keep it descriptive: for example, "Summer Hydrafacial — 20% Off".
Description The text that appears on the offer card in the patient app. Use this to tell the patient what they are getting and when. For example: "Treat yourself this summer — 20% off all HydraFacial treatments, available until 31 August."
Type The kind of discount being applied. Three options are available:
| Option | What it does |
|---|---|
| Percentage Off | Deducts a percentage from the treatment price at checkout — for example, 20% off a £150 treatment saves the patient £30 |
| Fixed Amount Off | Deducts a fixed pound amount at checkout — for example, £25 off, regardless of the treatment price |
| Free Treatment | Sets the treatment price to £0 at checkout (the offer must be linked to a specific treatment in your catalogue) |
Percentage (appears when Type is Percentage Off) The percentage to deduct. Enter a whole number between 1 and 100.
Amount (appears when Type is Fixed Amount Off)
The pound amount to deduct. Enter a value in whole pounds or pence — for example, 25 for £25 off or 12.50 for £12.50 off.
From The date from which the offer becomes active in the patient app. Click the field to open a calendar picker.
Until The date on which the offer expires and is no longer redeemable. Click the field to open a calendar picker.
Max Uses (optional) The maximum number of times the offer can be redeemed in total across all patients. Leave blank for unlimited redemptions. If you enter a number, the offer automatically becomes inactive once that number of redemptions is reached.
Delivery How the offer is surfaced to patients. Two options:
- In-app only — the offer appears in the patient app without any notification. Patients will see it next time they open the app.
- In-app + Push notification — the offer appears in the app and you can optionally send a push notification. Choosing this option does not send the notification automatically. After saving the offer, use the Push button on the offer card in the list to trigger the notification manually.
The push notification for a one-time offer is not sent automatically. Selecting "In-app + Push notification" only unlocks the Push button on the offer card — you still need to click it manually after the offer has been saved. This is intentional: it gives you control over the timing of the notification.
Offer Image (optional) An image that appears at the top of the offer card in the patient app. Upload a square or landscape image — something visually linked to the promotion (a treatment photo, a seasonal image, or your clinic's branding). Without an image, the card displays a default icon.
Active A toggle labelled "Available to patients immediately". When on, the offer is live in the app as soon as it is saved (subject to the From/Until dates). Switch this off if you want to save the offer as a draft and activate it later.
Configuring an automated offer
Automated offers are pre-built. Rather than creating them from scratch, you configure existing templates — setting your own discount value, choosing which treatments the offer applies to, and customising the push notification text.
- Click App Builder → Offers.
- Click the Automated Offers toggle.
- The list of available automated offer templates appears. Each template shows its occasion name, trigger type, and current active/inactive status.
- Click the Edit option on the template you want to configure.
- The Edit automated offer panel opens. Fill in the fields as described below.
- Click Save to apply your changes.
New clinics have all automated offers switched off by default. None of the templates will fire until you explicitly enable them. You can enable as many or as few as you like.
Available automated offer occasions
Glovora includes 20 pre-built occasions, split into two trigger types:
Patient-based triggers — fire individually for each patient based on their own data:
| Occasion | When it fires | Default active duration |
|---|---|---|
| Birthday Special | On the patient's date of birth | 3 days |
| Client Anniversary | On the anniversary of the patient joining your clinic | 3 days |
Calendar-based triggers — fire for all patients on a fixed occasion:
| Occasion | When it fires | Duration |
|---|---|---|
| Christmas | 25 December | 7 days |
| Boxing Day | 26 December | 5 days |
| New Year | 1 January | 3 days |
| Valentine's Day | 14 February | 3 days |
| Mother's Day | UK Mothering Sunday (fourth Sunday in Lent) | 2 days |
| St. Patrick's Day | 17 March | 1 day |
| Easter Special | Easter Sunday (calculated annually) | 4 days |
| Good Friday | Good Friday (calculated annually) | 1 day |
| Easter Monday | Easter Monday (calculated annually) | 1 day |
| Early May Bank Holiday | First Monday in May | 1 day |
| Spring Bank Holiday | Last Monday in May | 1 day |
| Father's Day | Third Sunday in June | 2 days |
| Summer Bank Holiday | Last Monday in August | 1 day |
| Halloween | 31 October | 2 days |
| Bonfire Night | 5 November | 1 day |
| St. Andrew's Day | 30 November | 1 day |
| Black Friday | Last Friday of November | 4 days |
| Cyber Monday | Monday after Black Friday | 1 day |
All calendar-based offers activate automatically in the patient app 7 days before the occasion and deactivate automatically after their active duration ends.
Automated offer edit panel fields
Offer Title The headline shown on the offer card in the patient app — for example, "Christmas Special — 15% Off". Each template comes pre-filled with a default title; you can leave it as-is or personalise it with your clinic's voice.
Description The body text shown on the offer card — for example, "Wishing you a joyful season with a special Christmas offer on our treatments." Defaults are provided for all templates.
Offer Image The image displayed on the offer card. Each template has a default image. You can replace it by uploading your own image — for example, a photo of your clinic, a relevant seasonal shot, or a treatment hero image.
Active The master on/off switch for this automated offer, labelled "Enable this automated offer". When off, the offer will not activate or send any notifications, even when the occasion arrives. Switch it on when your configuration is complete and you are ready for the system to start sending.
Discount A toggle group with two options:
- Percentage — applies a percentage discount (for example, 15%)
- Set £ amount — applies a fixed pound amount off (for example, £20)
Enter the value in the numeric field below the toggle. The system shows the appropriate suffix (% or £) based on your selection.
Percentage discounts are usually more versatile for automated offers because they scale proportionally across different treatment prices. A 15% discount feels equally generous whether the patient is booking a £60 or a £200 treatment.
Product(s) Controls which treatments the offer applies to during checkout. Two modes:
- All Treatments (default, shown with a green badge) — the offer applies to every treatment in your catalogue. This is the broadest option and is appropriate for most festive occasions.
- Specific treatments — click "Choose specific treatments instead" to search and select individual treatments. Once specific treatments are selected, you can also switch between Includes (applies only to the selected treatments) and Excludes (applies to everything except the selected treatments).
Push Notification — Title The headline of the push notification sent to the patient when the offer is triggered. Supports two dynamic placeholders:
{{patient_name}}— replaced with the patient's first name{{clinic_name}}— replaced with your clinic's name
Example: {{patient_name}}, happy birthday! 🎁 becomes "Emily, happy birthday! 🎁".
Push Notification — Body The body text of the push notification. Same placeholder support as the title.
Example: We got you a little gift from {{clinic_name}}! becomes "We got you a little gift from Glow Aesthetic Studio!".
A live preview of the notification appears below the body field so you can see how the message will look on a patient's phone before saving.
How the patient receives an offer
Automated offers
When the occasion triggers — either the patient's birthday, their clinic anniversary, or a calendar event — the system automatically:
- Activates the offer so it appears in the patient app (Home or Offers section)
- Sends a push notification to the patient's device via the Glovora notification service
The notification lands on the patient's phone with the title and body text you configured. Tapping the notification opens the patient app directly to the offer.
For patient-based triggers (birthday and anniversary), each patient receives the notification individually at the time their occasion occurs. For calendar-based triggers, all patients with the app installed receive the notification at the same time.
Push notifications only reach patients who have the Glovora patient app installed and have permitted notifications. Patients who declined notification permissions at app install time will not receive the push — but the offer will still appear in the app if they open it during the active window.
If the push notification cannot be delivered (for example, the patient has uninstalled the app), the failure is recorded in your notification log and no retry is attempted.
One-time offers
Once a one-time offer is active (the Active toggle is on and the current date is within the From/Until range), it appears in the patient app in the Offers section. Patients who open the app during this period will see it automatically.
If you selected In-app + Push notification as the delivery mode, you can trigger the push manually:
- Go to App Builder → Offers → One-time tab.
- Find the offer in the list.
- Click the Push button on the offer card.
The push notification is sent immediately to all patients with the app installed and notifications permitted.
What the patient sees in the app
Regardless of offer type, the patient sees a card in the app containing:
- The offer image (or a default icon if none was uploaded)
- The offer title and description
- A Redeem Offer button
At checkout, if the active offer applies to the treatment(s) in the patient's cart, the discount is applied automatically. The best available discount wins — if a patient has multiple active offers, the system applies the one that saves them the most.
What each field means
Offer Name (one-time only) Internal label for your own reference. Not visible to patients. Used in the CRM offer list.
Offer Title (automated offers) The headline that appears on the offer card in the patient app. Use it to communicate the occasion and the benefit clearly.
Description (both types) The body text on the offer card. Tells the patient what they receive and any relevant conditions.
Type / Discount (both types) The kind of benefit being offered. One-time offers support Percentage Off, Fixed Amount Off, or Free Treatment. Automated offers support Percentage or Fixed £ amount.
From / Until (one-time only) The date range during which the offer is visible and redeemable in the app.
Max Uses (one-time only) A cap on the total number of redemptions. Leave blank for unlimited. Useful for preventing a promotion from becoming unexpectedly costly if it goes viral.
Delivery (one-time only) Controls whether patients can be notified by push. Push is not sent automatically — it requires a manual click on the Push button after saving.
Active (both types) The on/off switch. For one-time offers: "Available to patients immediately". For automated offers: "Enable this automated offer". Nothing is sent or shown to patients while this is off.
Product(s) (automated offers) Determines which treatments attract the discount at checkout. Defaults to all treatments. Can be narrowed to specific treatments using include or exclude mode.
Push Notification Title / Body (automated offers)
The notification text sent to patients when the offer triggers. Use {{patient_name}} and {{clinic_name}} as dynamic placeholders.
Common mistakes
Enabling an automated offer without customising the discount value. Every automated offer template ships with a default discount (typically 10%). If you enable it without reviewing the discount field, that default goes live. A 10% birthday discount may be perfectly appropriate for your clinic — or it may be too low or too high. Open each template before enabling it and confirm the value is intentional.
Choosing "In-app + Push notification" for a one-time offer and expecting the push to send automatically. The delivery mode selection does not trigger any notification. It only unlocks the Push button on the offer card. You must go back to the offer list and click Push manually after saving. If you create a time-sensitive flash offer and forget to press Push, patients will not receive any notification at all until you do.
Enabling a calendar-based automated offer mid-window. If you enable Christmas on 27 December, the offer will activate but there may only be hours or a single day remaining in the window. The push notification will fire at the moment of enabling rather than at the optimal time. For best results, configure and enable calendar offers several weeks before the occasion — the system takes care of the rest.
Using the same push notification title for every automated offer.
The system pre-fills sensible defaults for each template's notification text. However, if you overwrite them to something generic like "Check your app for a special offer", you lose the personalisation and occasion-specific warmth that makes automated offers effective. Keep the {{patient_name}} placeholder and make the message feel like it is genuinely about the occasion.
Leaving Max Uses blank on a one-time offer with a very generous discount. For high-value promotions (25% off, free treatments, large fixed amounts), leaving Max Uses blank means the discount is redeemable an unlimited number of times by an unlimited number of patients for the full validity period. Set a Max Uses cap for any offer where an unexpected volume of redemptions would have a meaningful financial impact on your clinic.