From your dashboard, navigate to Settings > Coupons and Packages to create and manage your coupons.

There are three types of coupons:

• Active — These are coupons that are currently live and can be used in campaigns or independently.
• Scheduled — Coupons set to go live at a future date, allowing you to plan promotions in advance.
• Expired — A record of all your past promotions and discounts for easy reference.

Creating a Coupon

From the Settings / Coupons page click on the Create Coupon option.

This will open a pop-up window where you will configure the coupon:

• Display Name — This will be the title of your coupon. This is a unique field, meaning no two coupons can share the same name. The display name will be shown to the client after redeeming the coupon.

• Code — Clients will use this code when redeeming a coupon. It is auto-generated but can be edited, with a limit of 5–15 alphanumeric characters.

  Important: The coupon code is not a unique field — you can have multiple coupons with the same code. However, only one of them can be active at a time.

• Time Frame — Select the period during which the coupon is active. This validity period can be edited after the coupon has been created.
• Redemption Limit — Set the maximum number of redemptions allowed per client. You can also limit the total number of uses overall. For example, if you want to stop allowing usage of a coupon after 100 uses, you can set that here.
• Applies to Specific Services/Staff — Offer a coupon for specific services and/or staff members.

Once you save your coupon, it will be added to the list of active or scheduled coupons, depending on the configuration you selected.

Once your coupon is created, you will be invited to promote your new coupon by sending a direct message to a client or creating an announcement to let an entire audience group know about your new offer. 

Managing your Coupons

You can manage your Active and Scheduled coupons:

Edit - At any time you can edit the "Display Name" of the coupon and the "Valid until" date.

Create Campaign - This will send you to a preset campaign where you can offer this coupon to your clients.

Client Experience

Your clients will see the option to use a coupon on the payment section of scheduling a service with you as long as you have coupons available. If there are no coupons available, then this option will not appear
 

It is important to note that clients must first click on APPLY after entering the coupon code to get the discount.

Coupon Redemption from Direct Message	Coupon Redemption from Announcement

The link to use coupons will only be visible if you have a coupon configured that can apply to the specific service the client is scheduling with you.

Tracking Coupons usage and Payments

Under Settings > Coupons you can get an analysis of how many uses were for a specific coupon.

On the Payments page of your dashboard, you can review pending or processed payments that have a coupon associated with them.

Apply Discount

As a business, you have the option to offer clients a discount without them using a coupon. The way this works is the apply a coupon for the client from the admin side.

How is this done:
1. In your dashboard navigate to the payments page and locate a pending you want to discount.
2. Apply a coupon to this payment by selecting the option from the bottom menu.

Promote your Coupon

You can promote your coupons through email and SMS campaigns. This can be achieved either by managing an active coupon and selecting the option Create Campaign that will automatically create a coupon campaign for you.

Q & A

Q: What currency will be used for the coupons, and what will happen if I change my currency?
A: The currency will default to your currency. If you change it, the coupon's currency will change as well.

Q: What happens if the client pays with a different currency?
A: We only take into account the total amount. Which means the client will pay the correct price even if they pay with a different currency.

Q: Can I edit an active coupon?
A: Editing options are limited to the display name and end date. The best approach for more editing options will be to expire this coupon and clone it to have the same coupon code. 

Q: If a client applied a coupon but did not pay?
A: The coupon will be redeemed even if the payment is pending.