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Managing Discounts: Creating, Applying & Promoting Coupons

Offering discount coupons is a great way to show appreciation for your loyal customers while also bringing in new bookings. Let’s walk through how to create, promote, and manage your coupons.

How to Create and Apply Coupons

Coupons are special offers that apply to a single booking and are automatically added at checkout. When creating a coupon, there are a few tips to keep in mind:

  • Unlimited uses: Simply leave the redeem section blank to allow unlimited use of your coupons.
  • Optional coupon limits: Limiting the coupon to specific services or staff members is completely optional.
  • Using the same coupon code: Coupons can have the same code, but only one can be active at a time.

To create a coupon:

  1. Open the platform.
  2. Go to Settings and select Packages & Coupons.
  3. Click the Coupons tab.
  4. Click the Create a Coupon button.
  5. Fill in the coupon details.
  6. Click Save.

Apply Coupon as an Admin

If a client forgot to apply the coupon code or wants to add it to a booking or unpaid balance, you can still apply the discount.

To apply a coupon:

  1. Open the platform.
  2. Go to Calendar and click Appointment List.
  3. Select the relevant appointment.
  4. Next to "Create Invoice,” click the more options icon   and choose Apply Coupon.
  5. Pick the coupon you want to apply from the drop-down.
  6. Click Save.

Apply Coupon as a Client

If a client needs help applying a coupon, you can assist them by following these steps:

  1. Start the booking process for the service or product until you reach the checkout screen.
  2. At checkout screen, click the link that says Have a coupon?
  3. Enter the coupon code and click Apply.
  4. You’ll see the discount applied before you finish your payment.
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Note: Coupons can't be used for package purchases.

How to Promote Your Coupons

You can promote your coupons in a few different ways:

  • Copy and paste the coupon code: Copy and paste it anywhere, like in a text message or social media post.
  • Send a direct email: Use the platform’s message system to share the coupon code.
  • Create a campaign: Use the marketing tools to build a standout campaign for your offer.

To promote a coupon:

  1. Open the platform.
  2. Go to Settings.
  3. Select Packages & Coupons.
  4. Click the Coupons tab.
  5. Choose the coupon you want to promote.
  6. Pick how you’d like to share it.

Track Your Coupons

To keep track of your coupons:

  1. Open the platform.
  2. Click Payments.
  3. Select Billing & Invoicing.
  4. In the filter, check the Has Coupon box.
  5. From the “Selected Coupons” drop-down, choose the relevant coupon.

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