Digital Agency Tools Docs

Create a coupon

A coupon is a code customers type on your booking page to get money off: a percentage or a fixed amount, for a set period, for everyone or only for the people and products you choose.

The Coupons list, with each code's type, discount, usage against its limit, valid period and status
Products → Coupons.

How to

  1. Open Products → Coupons and click Create coupon.
  2. Enter the Coupon code: 3 to 20 letters and numbers, such as WELCOME10. It is saved in capitals.
  3. Choose the Discount type, Percentage (%) or Fixed amount, and enter the discount value.
  4. Set Valid from and Valid until. They default to today and 30 days from now.
  5. Optionally set Maximum uses (0 or blank means unlimited) and narrow who and what it applies to.
  6. Leave Status on Active and click Create coupon.

The options

FieldWhat it does
Apply discount toSubtotal (before VAT) or Total (after VAT). Matters only when VAT is on.
Valid forAll products, or Specific products only and then pick them.
Customer eligibilityAll customers, or Specific customers only and list their email addresses, one per line.
Maximum usesHow many times the code can be used in total. 0 is unlimited.
DescriptionA note for you. It shows under the code in the list.

Statuses in the list

Active      live now
Scheduled   starts later
Inactive    switched off
Expired     past "valid until"
Used Up     hit its maximum uses

How customers use it

Paid products show a Promotional Code box on their booking page. The customer enters the code and clicks Apply; the discount appears in the price summary straight away, and is checked again when they book.

A code is refused with a reason when it is unknown, not yet valid, expired, used up, not valid for this customer's email, not valid for this product, or already used by someone on a once-per-customer code. If the customer changes their email after applying a code, the code is cleared and they apply it again.

Editing a coupon

Click the code or the edit icon. You can change the status, discount, dates and maximum uses, tick the Applicable products (leave them all unticked for every product), and switch on Once per customer. The code itself cannot be changed: create a new coupon instead.

Saving the edit form replaces the customer rule with either Once per customer or everyone. A coupon you created for Specific customers only loses that restriction when you edit it, so recreate it if the list matters.
The Create coupon form, with code, status, discount type and value, validity dates, maximum uses, and product and customer restrictions
Creating a coupon.

Plans and payments

Coupons are part of online payments. If your plan does not include them, Coupons shows in the sidebar with an Upgrade chip. Codes only apply to paid products, so Stripe needs to be connected.

To delete a coupon, use the bin icon on its row and confirm. This cannot be undone. To pause one instead, set its status to Inactive.

Related

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