# Coupons

## How to Create a Coupon

1. Go to the **Whautomate app,** Select the **Settings** menu option, and Click the "**Coupons"** option in the Finance section to continue. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FibPgjEgbuOxfaoj9P7Pl%2Fimage.png?alt=media&#x26;token=36179d11-a3c9-4d70-b112-545810918627" alt=""><figcaption></figcaption></figure>

2. Click the **"+ Add New Coupon"** button to continue.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FB23ShSXGpCdOvJgM5aLF%2Fimage.png?alt=media&#x26;token=2897a3ac-8ac4-4828-9a90-1a38dbce0975" alt=""><figcaption></figcaption></figure>

3. **Enter Coupon Name**

   Provide a name for the coupon.\
   Eg. *New Year Sale*
4. **Enter Description**

   Optionally, provide a description of the coupon.
5. **Enter Coupon Code**

   Input a unique code for the coupon.\
   Eg. *NEWYEARSALE70*
6. **Set Discount Value**

   Choose whether the discount is a **percentage** or a **fixed** amount.\
   For Eg. I have selected *Percentage* and entered the value as `70`. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FDaksYlyvAJ66QdkIX682%2Fimage.png?alt=media&#x26;token=b318763c-9837-4b97-8334-9f46b2b69752" alt=""><figcaption></figcaption></figure>

7. **Select Valid Date Range**\
   Specify the start and end dates for the coupon's validity.\
   Eg. *Valid from Jan 1, 2025, to Jan 31, 2025.*
8. **Set Total Redemption Limit**

   Enter the total number of times this coupon can be used across all customers.\
   Eg. `100`
9. **Set Customer Redemption Limit**

   Enter the maximum number of times an individual customer can use this coupon.\
   Eg. `1 👇`

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FbH2LLTQuFcBm5d6uj4JU%2Fimage.png?alt=media&#x26;token=59e13862-7dcf-44a6-9321-b6d94f99f36f" alt=""><figcaption></figcaption></figure>

10. **Save the Coupon**\
    Once all details are entered, click the **"Save"** button to create the coupon successfully. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FObfwpSUzLWIHS1A1wpAS%2Fimage.png?alt=media&#x26;token=d7870ca6-7455-4990-899d-0f2e47f03902" alt=""><figcaption></figcaption></figure>

### Testing and Sharing Your Coupon Code in Whautomate

1. **Create a Test Invoice**
   * Open the Whautomate app and create a test invoice.
   * Apply the newly created coupon code to verify that it works as expected.
2. **Share the Coupon Code with Customers**
   * Once tested, share the coupon code with your customers.
   * They can use the coupon while:
     * Booking an appointment
     * Enrolling in a class
     * Purchasing an order

## How to Check Your Coupon Usage

1. **Navigate to the Coupons Section**

* Open the **Coupons** section in your Whautomate app.
* Select the **"View Analytics"** icon for the coupon you want to analyze.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FRctVLLAufjYa0gp6bnlb%2Fimage.png?alt=media&#x26;token=472b7be0-1815-4e98-91cc-c91795a04ffc" alt=""><figcaption></figcaption></figure>

2. **Open the Coupon Analytics** \
   Click on a recently created coupon to view its analytics.
3. **Review Coupon Details**
   * In the analytics view, you can find the following details:
     * **Date Range**: Validity period of the coupon.
     * **Total Redemptions**: Number of times the coupon has been used.
     * **Total Discount**: A cumulative discount amount is given.
     * **Client**: List of customers who redeemed the coupon.
     * **Discount Value**: Percentage or fixed discount value.
     * **Discount Amount**: Amount discounted per use.
     * **Created At**: The date the coupon was created.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FUtIFJlABF2TN6lXUpwbA%2Fimage.png?alt=media&#x26;token=36761f8c-7af4-4910-a949-b44f70eecfb0" alt=""><figcaption></figcaption></figure>
