How to Create a Voucher

How to Create a Voucher in Co-Kinetic

Creating a voucher in Co-Kinetic is a great way to:

• Boost revenue by encouraging pre-payments eg. cashflow
• Attract new clients (vouchers make excellent gifts!)
• Introduce a new therapist to your clinic with a special voucher offer, helping them build their client base and generate income from day one
• Create excitement for seasonal offers or special deals.
  
  Let’s walk through the steps together.

1. Log into Co-Kinetic

Begin by logging into your Co-Kinetic account. This will take you directly to the content page.

Once you’re logged in, you’ll see the content page as your starting point.

2. Navigate to Revenue Hub

Now, on the left side of your screen, look for the 'Revenue Hub' option and give it a click.

Under the Revenue Hub, select 'Promotions' to explore your voucher possibilities.

3. Manage Vouchers

Ready to see your vouchers? Click on 'Manage' to view all the ones you’ve created so far.

This is where you can view and manage all your existing vouchers.

4. Create a New Voucher

Feeling creative? Let’s make a new voucher. Click on 'New Voucher' located on the right side.

This will open a form for you to start crafting your new voucher.

5. Fill in Voucher Details

Here’s where the fun begins! You’ll need to add some details.

- Internal Promotion Name: This is for your reference.

• Public Promotion Name: This will be visible to customers.
• Shop Description: Include a brief description here.

6. Add Voucher Description

Let’s provide a little more detail about what this voucher offers.

Write a detailed description so customers know exactly what they’re getting.

7. Upload Promotion Image

Time to add some visual flair! Upload an image to represent your voucher.

You can use an image you’ve created in Canva or choose from existing ones.

8. Select Voucher Template

Choose a template that suits the style of your voucher.

Select from a variety of templates to find the perfect match.

9. Set Pricing and Availability

Let’s set some prices and define when the voucher is available.

- Cost: What your customers will pay.

• Value: The actual value of the voucher.
• Start Date: When it’s available to purchase.
• End Date: Optional expiration date.

10. Define Redemption Details

Specify how the voucher can be redeemed by your customers.

Provide clear instructions on how the voucher can be redeemed. This ensures a smooth experience for everyone involved.

11. Email Notifications

Emails that will be sent out with the voucher.

The email subject line and body is pre-written for you with 'Merge Fields' that add a personal touch. You don't need to do anything here, but you can personalise further, if you so wish. Just make sure you watch the video so that you add in the correct format for 'Merge Fields'.

12. Save the Voucher

Once everything looks perfect, click 'Save' to finalise your voucher.

This ensures all your hard work is safely recorded.

13. Preview the Voucher in the Shop

Take a peek at how your new voucher looks in your shop.

Navigate back to your shop to see your voucher in action.

14. Edit or Deactivate Voucher if Necessary

Need to tweak something? You can always go back and make changes.

Edit your voucher in the Revenue Hub or deactivate it if needed.

15. Access Additional Resources

Discover more tools and resources to enhance your vouchers.

Explore custom chatGPTs for help with wording your voucher shop description and pre-made images for vouchers in the content area, click this Link. There are lots of resources available to help you along the way.

16. Conclusion

Congratulations! You’ve successfully created a voucher. They’re a fantastic way to boost your revenue and delight your customers year-round.

Consider keeping vouchers as a constant offering for special occasions or promotions.

Now that you’ve mastered voucher creation, the possibilities are endless. Keep experimenting and enjoy the results!