Customer-attribute promotion scope | HelloBooks POS Promotion-engine scope on customer attributes — birthday month, anniversary date, registration anniversary, milestone visits. Auto-fires at the till; the customer feels seen.
Customer-attribute promotion scope
Promotion-engine scope on customer attributes — birthday month, anniversary date, registration anniversary, milestone visits. Auto-fires at the till; the customer feels seen.
Part of HelloBooks POS · Returns, exchange & loyalty
Birthday and anniversary offers are the quietest, most effective customer retention mechanic. HelloBooks lets you scope a promotion to “customers in their birthday month” or “anniversary date plus or minus 7 days” — the rule lives on the engine, the discount fires at the till.
Every detail, dialled in
Built for the till, validated against the canonical accounting engine — so every POS sale closes the books cleanly.
Attribute-scoped rules
A PromotionRule can scope by customer attribute — birthday month, anniversary date, age band, gender, signup anniversary. The till resolves the attribute on customer lookup and applies the right rule.
- Birthday-month scope
- Anniversary date ± window
- Signup-anniversary scope
- Custom attribute scope
Discount, free product, or coupon
The reward can be an immediate discount on the bill, a complimentary product, an issued coupon for next visit, or bonus loyalty points. Per-rule reward type.
- Bill-level discount
- Free product
- Future-visit coupon
- Bonus points
Pre-visit notification (optional)
7 days before birthday, send a WhatsApp “your birthday gift is waiting”. Lift on these messages is consistently strong; the visit happens because the customer remembered they had something to claim.
- Pre-event WhatsApp / SMS
- Per-customer opt-in
- Effectiveness measured
- Auto-clean expired offers
Why teams move off legacy tills
- Birthday wishes via Excel + manual SMS
- No till-side enforcement
- Customer has to claim manually
- No ROI visibility
- Auto-scoped at the engine
- Auto-applies at the till
- Optional pre-event notification
- ROI dashboarded
Questions, answered
How is the customer’s birthday captured?
On customer creation (optional field) or on first loyalty signup. The customer can update it via the self-service portal.
What if multiple customers in a household share a phone?
Each customer record carries their own birthday; the household model lets you tie them but applies the offer per individual.
Can I issue a birthday coupon redeemable later?
Yes — issue a coupon on birthday, expire on a configurable window (typically 30 days).
Does GST apply to a free birthday item?
Per-entity treatment — generally posted as a marketing expense rather than zero-rate sale.
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