Whether you wish to promote your business or simply offer a discount to your clients, Coupons are a great solution and this article will help you set that up!
Coupons are easily marketed using Campaigns and can be offered to all or specific clients.
Where to start
In your dashboard navigate to Settings > Coupons to create and manage your coupons.
There are 3 types of coupons:
Active - These are coupons that currently valid and can be used in campaigns or separately.
Scheduled - You have the option to create a promotion in advance.
Expired - To help you keep track of all your past promotions and discounts.
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 and you cannot have more than one coupon with the same name. The display name will be presented to the client after redeeming the coupon.
Code - Clients will use the code when redeeming coupons. This will be auto-generated, but can also be edited with the limit of 5-15 alphanumeric characters.
Important: The coupon code is not a unique field and you can have multiple coupons with the same code. The limitation here is that only one of them can be active at a time.
Time Frame - Select the period through which the coupon is active. This validity period can be edited after the coupon has been created.
Redemption Limit - Set the limit of redemption allowed per client. You may also limit the total number of uses. 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 to specific service/s and/or staff.
After you save your coupon it is added to the list of active or scheduled coupons, depending on the configuration you chose.
Managing your Coupons
At any time you can edit the "Display Name" of the coupon and the "Valid until" date. To do this hover over the coupon and click on the blue pencil icon.
By clicking the three blue vertical dots, a drop-down menu will appear with the following options:
Create Campaign - This will send you to a preset campaign where you can offer this coupon to your clients.
View Redemptions - Will redirect you to the payments page to see the usage of this coupon.
Copy Code - This action will copy the code for you so you may paste it as needed.
Clone - Will pre-populate a new coupon with the setup of an existing or expired coupon.
Expire Now - Prevent future redemptions of this coupon.
Your clients will see the option to use a coupon on the payment section when scheduling a service with you.
It is important to note that clients must first click on APPLY after entering the coupon code to get the discount.
The link to use coupons will only be visible if you have a coupon configured that can be applied to the specific service the client is scheduling.
Tracking Coupons usage and Payments
Click on Payments > Invoices & Bookings in your dashboard. On the right-hand side, select "Has Coupon" to display which invoices have redeemed the coupon. Once selected, a drop-down menu will become available so that you can select your coupon(s).
As a business, you have the option to offer clients a discount without them using a coupon. The way this works is to apply a coupon for the client from the admin side.
How this is done:
1. In your dashboard, navigate to Payments > Invoices & Bookings and click on the pending payment you want to discount.
2. Apply a coupon to this payment by clicking the three blue dots and selecting "Apply coupon".
Promote your Coupon
You can promote your coupons through email and SMS campaigns. This can be achieved 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 account's 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 the 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.