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Setting up a discount code
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 3 weeks ago

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.

TeamUp discount code create form.

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

You can either generate a random code as below:

TeamUp discount code create form random code.

or enter your own in the text box available:

TeamUp discount code create form custom code.

Now, choose which purchases the code is valid for:

💡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:

TeamUp discount code type settings.

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.

These are the dates during which the customer can use the discount code. The "Valid From" date is when the discount code becomes active, and then once the "Valid Until" date has been exceeded, customers will no longer be able to use this discount code on new purchases.

This allows you to set up special promotions for specific dates.

Example: Use discount code "FitFifteen!" at checkout and enjoy 15% off on purchases from January 1st until January 31st!

TeamUp discount code validity settings.

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

This allows you to create discount codes which can be used as a special promotion for a limited number of uses.

Example: The first 15 people to use the discount code "FitFifteen!" at checkout enjoy 15% off on purchases!

TeamUp discount code usage limits.

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

If you select to apply the payment to "Every Payment", then all future payments on the customers recurring membership will be at the discounted amount.

Example: Use discount code "FitFifteen!" at checkout and enjoy 15% off on your membership until it expires!

If you select to "Limit to set number of payments!" though, you can select how many payments this discount is applied for.

Example: Use discount code "FitFifteen!" at checkout and enjoy 15% off on your membership for the first 6 months!

TeamUp discount code recurring plan settings.

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:

TeamUp discount code valid membership settings.

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.

TeamUp discount code search.



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.

TeamUp discount code details.

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

TeamUp discount codes edit.

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

TeamUp discount code edit page.

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.

How is a discount applied when taxes/fees are being used?

Taxes and fees can be applied to any purchase made through TeamUp. Read this guide for more info.

TeamUp discounts pre-tax/pre-fee prices, and then calculates taxes and fees on top of that i.e. if the total amount pre-tax is £100, the discount amount is £20, and the tax/fee amount is 20% - £100 - £20 = £80. 20% of £80 = £16. Total = £96.

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