Argus IT · Book4Time · Managers
Marketing Campaigns and Yield Schedules
Export guest segments for outreach; automate pricing for quiet periods.
📍 Marketing menu
ℹ
Two revenue tools: campaign lists (export guest segments for email/mail outreach) and yield schedules (automatic price adjustments or service restrictions based on how busy the spa is).
⚠
Yield schedules change live prices the moment they are saved Agree the discount/premium levels with management before creating one.
📧 Campaign lists
1 Open Marketing → Marketing campaign.
2 Choose a campaign type (customer birthdays, lost customers, expiring/outstanding packages or GCs, expiring memberships, outstanding benefits, or custom).
3 Set the criteria (date window, location, customer group) and the opt-in filters (email on file; opted-in for email/mail marketing).
4 Click Preview to see the list or Export to download it for your email tool. Book4Time does not send the emails itself.
💰 Yield schedules
1 Open Marketing → Yield management and click "Create new".
2 Name the rule and pick the Yield Type: "Price adjustment" or "Service restriction". Leave Active ticked.
3 Set Yield Timing (start/end dates, optional days-before-booking for last-minute pricing) and Booking Source.
4 Select the services it covers (by service or SKU filter).
5 Build the Yield Criteria rows: days of week, time window, utilization band (%), occupancy band (%), and the price adjustment in $ or %. Add rows with "Add rule".
6 Save. Verify the effect on a test date in the Scheduler and watch the "Yield Gain" KPI on the Executive Summary dashboard. 💡 Example starter rule: Massage group, Mon–Thu 9:00–1:00, utilization 0–40%, price −15% — an automatic quiet-morning discount that switches itself off when the day fills.
🔍 Worth knowing
- Both tools currently sit unused at Eldorado (no yield schedules; campaigns not being exported) — quick wins.
- Lead management (Marketing → Lead management) tracks prospective customers separately from campaigns.
🆘 Need help?
For anything you can't resolve, submit an Argus IT ticket first — include what you were doing, the screen you were on, and the exact message. Vendor support (24/7, for when IT directs you there): Book4Time / Agilysys · 1-800-487-4783 · book4timesupport@agilysys.com · support.book4time.com.
ArgusIT KB# 31020 · Tags: book4time · marketing · campaigns · yield management · dynamic pricing
|