Promo codes
Create discount codes clients enter at checkout for a reduced price.
Promo codes are alphanumeric discount codes clients enter at checkout. You control the discount amount, what it applies to, how many times it can be used, and when it expires.
Create a promo code
- Go to Setup → Promo Codes
- Click Add New
- Configure:
| Setting | What it does |
|---|---|
| Code name | The code clients type at checkout (e.g., WELCOME20) |
| Type of discount | Percentage off, fixed dollar amount, or combination |
| Discount amount | How much off |
| Usage limit | Total number of times the code can be used (blank = unlimited) |
| Per-customer limit | How many times one person can use it (blank = unlimited) |
| Expiration date | When the code stops working (expires at 11:59pm in your timezone) |
| Limit to months | Apply the discount for a limited number of billing cycles on subscriptions |
| Applies to | All products, or specific service types, pricing options, or locations |
- Click Create Code
[IMAGE TODO] Take a screenshot showing the promo code creation form at Setup → Promo Codes → Add New. The form should show the Code name, Type of discount, Discount amount, Usage limit, Per-customer limit, Expiration date, Limit to months, and Applies to fields.
What to apply it to
By default, a promo code applies to everything. To restrict it:
- Uncheck Applies to all products and services
- Select specific items
Note: If you select a location, it overrides all other selections — the code applies to everything at that location.
How promo codes work with subscriptions
- Percentage discount — applies to every billing cycle forever. A 25% off code on a $100/month membership locks that client into $75/month indefinitely.
- Fixed amount discount — applies as a one-time account credit. $50 off a $100 subscription = first month $50, second month $100. If the credit exceeds the price, it carries into future months until depleted.
If you only want to discount the first month, use an intro offer instead, or use a fixed amount discount (which only applies once).
View promo code usage
- Go to Setup → Promo Codes
- Click the eye icon next to a code
- See who's redeemed it (name, email) or export to CSV
You can also see the promo code applied to individual payments from a client's profile → Payments → tap the payment.
[IMAGE TODO] Take a screenshot showing the promo code usage view. Navigate to Setup → Promo Codes, click the eye icon next to a code that has been redeemed, and capture the list showing who redeemed it (name, email columns).
Managing existing codes
Under Actions for each code, you can:
- Edit — change settings
- Delete — remove the code
- View usage — see redemptions
Troubleshooting
- Promo codes are case-sensitive — make sure clients type it exactly
- Check for extra spaces in the code
- Confirm the code is eligible for the item being purchased
- Check if the code has a usage limit that's been reached