> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/product-guides/coupons.md).

# 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="/files/GgfHK37E3VYVWgQCetl1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/lPq6WOwYKUUtfJ3VLXt6" 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="/files/70zJldIJfIMqUMHUgd0h" 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="/files/SXE4sHTkzrKz7FsO2n4Y" 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="/files/aYjckQkFGPUSKprY0CaZ" 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="/files/zOq4dMPsuDUUqNQjrjtr" 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="/files/rqcYXJsKTSZiH4UA0nUP" alt=""><figcaption></figcaption></figure>