Marketing overview

Your hub for offers, promotions, promo codes, emails, and seasonal moments, plus the approval inbox that keeps everything on-brand.

Marketing is where you grow. From here you create offers, promotions, and promo codes, set up Automatic Offers that run on their own, and email your clients from the Newsletter composer. Everything you send is either reviewed by you first or set up once and left to run, so nothing reaches a client by accident.

The Offers suite (offers, flash deals, scratch cards, and promo codes) is available to your clinic. There is nothing extra to switch on.

What’s in Marketing

The Marketing section groups several areas. Where you start depends on what you want to do.

Area	What it’s for
Offers	The approval inbox, live offers, offer history, and the Automatic Offers that run on their own.
Emails & Offers	Your branded email layouts, plus the Newsletter composer for broadcasts to your clients.
Acquisition	Import your existing client list and invite them into your app, then track who opened, clicked and joined.
Seasonal Calendar	Seasonal moments you switch on once, which then run every year on schedule.
Campaign analytics	How your offers performed: impressions, redemptions, conversion and revenue.

Two more growth areas sit directly in the sidebar rather than under Marketing, because they have their own access permissions:

• Referrals: your clients invite friends by link, and both sides are rewarded when the friend pays for a first order.
• Deliverability: your email sending domain, its warm-up, and your sending reputation.

Offers & promo codes

Approve suggested offers, create promotions and promo codes, and track what’s live.

Automatic offers

Set up Birthday, Anniversary, and Lapsed Member offers that run on their own.

Referrals

Let clients invite friends, and reward both sides when the friend turns up and pays.

The approval inbox: nothing goes out until you approve it

The most important idea in Marketing is the approval inbox. Offers can be suggested from many sources, including Zovi Intelligence, the Smart Offers AI, but a suggestion is only ever a proposal. No offer reaches a client until you approve it.

Screenshot: the Offers Approvals inbox with pending offer cards, each showing 'Why this fired' and a 'Within guard rails' chip, plus Approve and Reject buttons.

Each pending offer arrives as a card that tells you where it came from, why it fired, and whether it sits inside your discount limits. You can Approve, Reject, or edit it before approving. You review the queue on your own schedule. Until then, clients see nothing.

The one exception is Automatic Offers. Once you switch one on, it fires without a per-offer approval each time. That’s the trade-off for setting them up once. See Automatic offers.

Discounts are capped by your guardrails

Every offer, promotion, and promo code you create is capped by the limits set in your Loyalty Engine: your maximum discount percentage, maximum automated discount amount, and monthly offer budget. This is why suggested offers show a “Within guard rails” chip in the approval inbox: it confirms the discount stays inside the limits you set.

Discount limits are configured in Settings, then Loyalty Engine, which is owner-only. If an offer needs a bigger discount than your guardrails allow, an owner has to raise the limit first.

Smart Offers with Zovi Intelligence

Zovi Intelligence watches your clinic’s activity and suggests offers for you to approve: win-backs for lapsed clients, nudges for clients who’ve stalled, and more. Suggestions land in the approval inbox with a purple badge and always stay within your guardrails.

Zovi Intelligence needs a warming period of about 14 days before it starts suggesting offers, so it can learn your clinic’s patterns.

Text messages come from your clinic

When your clinic sends a text message, whether that’s a verification code during sign-up or a marketing message, it arrives under your own brand name rather than an unfamiliar number. There is nothing to set up. The name comes from your clinic brand name automatically, shortened to letters and numbers only, up to 11 characters, so “Bellevue Clinic” arrives as “BellevueCl”.

This works in Germany today with no setup. In Switzerland, mobile networks do not support sender names, so Swiss clients see a plain number instead and nothing can change that. In Austria, sender names have to be pre-registered with the networks, which takes several weeks, so until that is in place Austrian clients also see a plain number. Messages still arrive normally either way.

Where to go next

Create your first offer

Walk through building a promotion or a promo code.

Send an offer to one client

Target a single client from their profile.