Coupons

Coupons are discount codes your clients can use at checkout. Set a dollar or percentage discount, control when the code works and how many times it can be used, optionally limit it to specific services, and even share a link that applies the discount automatically. This guide covers creating coupons and how clients redeem them.

Getting to Coupons

In the sidebar, expand Ordering and click Coupons. You'll see every coupon with its code, discount, minimum order, and expiry date.

Creating a Coupon

1. Click Add Coupon in the top-right corner.
2. Fill in the details (below).
3. Click Save.

Name and Code

• Name (required): An internal label so you can recognize the coupon. Clients don't see this.
• Code (required): What clients type at checkout, like SPRING20. It's automatically uppercased with spaces removed.

Discount Type and Value

• Discount Type: Choose Dollar amount (a flat amount off the order total) or Percentage (a percent off the order total).
• Discount Value (required): The amount or percent off. A percentage can't exceed 100%.

Minimum Order

Set a Minimum Order total a client must reach before the coupon can be applied. Leave it empty for no minimum.

Valid From and Expires On

• Valid From: An optional start date. The coupon won't work before this date. Leave empty to make it usable immediately.
• Expires On: An optional end date. The coupon won't work after this date. Leave empty for no expiration.

Usage Limits

• First Order Only: When on, the coupon can only be used on a client's very first order.
• Uses Per Agent: The maximum number of times one client can use the coupon. Leave empty for unlimited. (Hidden when First Order Only is on.)
• Total Uses: The maximum number of times the coupon can be used across all clients combined. Leave empty for unlimited.

Restrict to Specific Services

Turn on Restrict to Specific Services to limit the coupon to only the services you pick. A service picker appears where you search for and add the services it applies to. Leave it off and the coupon applies to the whole order.

Activating and Managing Coupons

Each coupon has an Active toggle on its row. Only active coupons work at checkout, so you can build a coupon in advance and switch it on when you're ready. From a coupon's actions menu you can also:

• Copy code - copy the code to share manually.
• Copy order link - create a link that auto-applies the coupon (see below).
• Duplicate - make a copy to use as a starting point. The copy is created inactive.
• Edit (pencil) - change any setting.
• Delete (trash) - permanently remove the coupon.

How Clients Apply a Coupon

There are two ways a client can use a coupon while ordering.

Typing the code at checkout

In the order's Order Summary, the client enters the code in the Coupon code field and clicks Apply. If it's valid, the code shows as a green badge and the discount appears as a line in the price summary. If it isn't, a message explains why (for example, the code is invalid, expired, or the order hasn't hit the minimum).

Sharing an auto-apply link

To save clients from typing anything:

1. Open the coupon's actions menu and click Copy order link.
2. In the Copy Order Link dialog, choose which order form the link should point to.
3. The link is copied to your clipboard. Share it with your client.

When a client opens that link, the coupon is filled in and applied automatically once they've added a service. The discount shows in their order summary just as if they'd typed it.

Where the Discount Appears

Once a coupon is applied, the order summary and the final Order Confirmed page both show a Discount line with the coupon code and the amount taken off, alongside the new total.

Tips

• The discount applies to the order total, so a percentage coupon scales with bigger orders.
• Use Total Uses for limited promotions and Uses Per Agent to stop the same client from reusing a code.
• Auto-apply links are great for email campaigns. The client never has to remember the code.
• A coupon stops applying if the cart changes so it no longer qualifies (for example, dropping below the minimum order). The client will need to adjust their order to use it.