> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bellabooking.com/llms.txt
> Use this file to discover all available pages before exploring further.

# New-Client Offer

> Win first-time clients with a welcome discount that applies automatically on their very first appointment — online or at the till

## Overview

The **New-client offer** is a welcome discount for first-time clients. Set it once, and Bella Booking recognises a client's **very first appointment** and applies the reward automatically — whether they book online or you check them out at the till. There are no promo codes to hand out and nothing to track by hand.

The New-client offer is part of **Messages Plus**. See [Settings — Messaging](/settings/messaging) to subscribe — a dedicated phone number is **not** required for this offer.

<Note>
  Find it under **Programmes → New client offer** in the sidebar, or go to **Settings → New client offer**.
</Note>

***

## How it works

1. A first-time client books an appointment (online) or you create one for them.
2. Bella checks whether they qualify — see [Who qualifies](#who-qualifies) below.
3. If they do, the welcome discount is applied to their bill automatically, both in the online booking cart and at checkout.
4. The offer applies **once** — it's a first-visit welcome, so a client receives it a single time.

A client counts as **new** when they have **never visited before** — no appointment that has already happened with your business (it doesn't depend on whether your team marks appointments complete). Clients who were already on your books before you turned the offer on — including imported/migrated clients — are not treated as new (see [Who qualifies](#who-qualifies)).

***

## Setting up the offer

Go to **Settings → New client offer** (or **Programmes → New client offer**).

**Access:** requires the **Manage campaigns** permission and an active Messages Plus subscription.

### Turn the offer on

The **Offer** row switches the offer between **Paused** and **Active**. When active, eligible new clients get the offer on their first appointment, applied automatically at online booking and the till. You can't activate an offer until you've set a value above zero.

### Choose the discount

* **Type** — a **percentage** off, or a **fixed amount** off.
* **Value** — the percentage (up to 100%) or the amount. Quick-pick buttons give you common values (10%, 15%, 20%, 25% — or $5, $10, \$20), or enter your own.

### Minimum spend (optional)

Set the least a client must spend before the offer applies, or leave it as **No minimum**. The minimum is checked against the bill before any discount is applied.

### Live window (optional)

Give the offer a **start** and/or **end** date if you only want to run it for a season or a campaign. Leave both blank to keep it always-on. Outside the window, new clients simply don't receive the offer.

### How it's delivered

* **Auto-apply** (default) — nothing is required from the client; the discount is applied automatically when an eligible new client books or checks out.
* **Code** — the client enters a code at online booking, or gives it to you at the till. Choose your own code (letters, numbers, hyphens, and underscores). The code only works for clients who qualify as new.

### Who gets it

By default, **every** new client is eligible. Set an **audience** to narrow it down using the same client filters as campaigns — Last appointment, client-since date, total spent, no-shows, cancellations, and more.

<Note>
  **Existing clients aren't swept in.** When you first turn the offer on, Bella scopes it to clients added from that point onwards, so the people already on your books don't suddenly qualify on their next visit. You can adjust the audience if you'd like to include everyone.
</Note>

After you make changes, Bella shows you exactly what's changing before you commit — review it, then **Apply** (or **Discard**).

***

## Who qualifies

A client receives the New-client offer when **all** of the following are true:

* They have **never visited before** — no appointment that has already happened with your business. (This doesn't depend on whether your team marks appointments *complete*.)
* They were **not** already on your books before the offer was turned on (imported and migrated clients are excluded).
* The current date falls within your **live window**, if you've set one.
* They match your **audience** filters, if you've set any.
* The bill meets your **minimum spend**, if you've set one.
* In **Code** mode, the correct code has been entered.

If any of these isn't met, the offer simply doesn't apply — the client still books and checks out as normal.

***

## At online booking and the till

* **Online booking** — when an eligible new client books, the discount appears in their cart before they confirm.
* **At the till** — when you check out an eligible new client, the discount is applied to the sale, labelled **New client offer**.

The offer **stacks** with your other discounts (loyalty, referral, birthday, and manual discounts) — each is applied in turn and capped so the bill never goes below zero.

<Note>
  If a client unlocks the offer when they book online and your Messages Plus subscription lapses before they're checked out, the offer they already unlocked is still honoured at the till — and you won't be asked for the code again.
</Note>

***

## Tracking redemptions

The **New client offers** report shows, day by day, how many offers were redeemed and the total discount value given. Open it from **Programmes** or from **Insights → Reports** (needs a plan that includes messaging). See [Reports](/insights/reports).

***

## FAQs

**Q: Do clients need a code?**
A: Not by default. The offer is **auto-apply** — Bella recognises a first-time client and applies the discount with no code involved. If you prefer, switch to **Code** mode and the client enters a code you choose (it only works for clients who genuinely qualify as new).

**Q: How does Bella know a client is "new"?**
A: A client is new when they have no prior **completed** appointments with your business. Clients who were already on your books before you enabled the offer are not treated as new.

**Q: Does the offer apply every year, like the birthday reward?**
A: No. The New-client offer is a one-time **first-visit** welcome — a client receives it once. For a yearly reward, see the [Birthday reward](/programmes/birthday).

**Q: Do I need a dedicated phone number?**
A: No. The New-client offer needs an active **Messages Plus** subscription, but **not** a dedicated number — it's applied to bills, not sent as a message. See [Settings — Messaging](/settings/messaging).

**Q: Can I run it only for a while?**
A: Yes. Set a **start** and/or **end** date under **Live window**. Outside that window, new clients don't receive the offer.

**Q: Can I limit who gets it?**
A: Yes. Set an **audience** with the same filters as campaigns. Leave the audience open and every new client qualifies.

**Q: Does it work with my loyalty or birthday rewards?**
A: Yes. The New-client offer stacks with loyalty, referral, birthday, and manual discounts. Each discount is applied in turn and capped so the total never drops below zero.

***

## Related

* [Programmes](/programmes) — all your marketing programmes in one place
* [Birthday reward](/programmes/birthday) — the yearly birthday discount
* [Settings — Messaging](/settings/messaging) — subscribe to Messages Plus
* [Reports](/insights/reports) — the New client offers report
* [Discounts](/settings/discounts) — manual discounts at checkout
