Setting up a discount code

Head to Discount codes >> Discount codes >> click 'Create a Discount Code'.

Note: if you need to create discount codes in bulk, please see How to bulk-create discount codes .

Firstly, name your discount code. This should be something recognisable for you and your customers.

You can either generate a random code as below, or enter your own in the text box available.

Now, choose which purchases the code is valid for:

Tip. ticking 'Valid by default for all purchase types, present and future, in the categories above' will ensure your discount code is usable for all purchases available under these categories.

Ticking 'Only valid for specific purchases. You will select these on the next page' will allow you to select which purchases this discount code is valid for on the next page.

Choose whether the discount type is a fixed amount i.e. £10 off, or a percentage of the purchase price:

Decide who can use this discount code - All customers OR new customers only.

Now choose when the discount code is valid from, and until, or if it never expires.

You can also set the number of overall uses for this discount code, and the number of uses each customer can have:

You will also get to choose if the discount applies to every payment in a recurring plan or pack payment.

Once happy with these settings, click 'Submit' to save.

As we previously selected 'Valid by default for selected categories', these now show under applicable items. 

In the example below, the discount code is applicable to memberships, so by default, all memberships are selected:

How to view, edit and disable discount codes

You can use the search field at the top of Discount Codes >> Discount Codes to find a specific discount code, or the dropdown menu if you'd like to view a group of discount codes.

If you want to view a code's settings, click 'Detail', or click the discount code name.

You'll be able to see the code, an overview of how many customers have used the code/how many usages remaining, and when it is valid until. If it is valid continuously, we will not show any dates here.

To edit the code, after clicking 'Detail' as seen above, click 'Edit'.

From here, you can edit any of the settings, or make the code inactive:

Click 'Save' to amend any details of this code.

Who has used the code?

For more details on each code's history (i.e., which customers, how many times, purchase types, etc.), head to Discount Codes >> Reports. Please see Discount codes reports for further information.

Jump to:

Viewing active/inactive discount codes
Updating purchase type validity on discount codes
How to bulk-create discount codes
Discount codes reports

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