Coupons
Coupons are discount codes, such as WELCOME10 or RELAX15, that take a percentage or a fixed amount off. Clients enter them when they book an appointment or class online, check out in your store or a WhatsApp flow, and your team can apply them on invoices. Use coupons for promotions, first-visit offers and referral rewards, and track exactly who used them.
Create a coupon
- Go to Settings and, under Finance, click Coupons.
- Click + Add New Coupon.
- Enter the Coupon Name, for example "Welcome Offer", and an optional Description.
- Check the Coupon Code. It is filled from the name in capitals; change it if you like, for example WELCOME10. Each code must be unique.
- Set the Discount as a % or a fixed amount.
- Set Valid From and Valid Until.
- Set Total Redemptions (how many times it can be used in total) and Customer Redemption Limit (how many times one client can use it). Leave 0 for no limit.
- Leave Active on and click Save.
Where clients can use coupons
- Online appointment and class booking
- Your online store checkout
- WhatsApp Flows and booking chatbots
- Invoices, from the Coupon row (Select Coupon)
A coupon applies to the whole order. A coupon cannot be used once it is inactive, past Valid Until, or over its limits. On an invoice you then see a warning such as "Coupon has expired." or "Client's redemption limit reached."
Manage coupons
The Coupons list shows Name, Code, Discount, Status, Valid From, Valid Until and Redemptions (for example "3 of 100"). Use the Status switch to pause a coupon, Edit Coupon to change it, or View Analytics to see its log.
Track redemptions
Click View Analytics on a coupon. Coupon Logs shows the Total Redemptions and Total Discount for the Date Range you choose, and lists each Client, Discount, Total Discount and Created At. A redemption is counted once the order is fully paid.