Open Products → Coupons: "Create and manage percentage-based or flat-rate coupons assigned to orders."
Create a Coupon
- Select + New Coupon.
- Enter a Name and a Code, or select Random Code.
- Choose Discount Type: percent or fixed amount ($), and the Discount Value.
- Optionally set a Usage Limit.
- Product Limits (Optional): pick the products or packages that qualify. Leave all unchecked to allow any product or package.
- Apply Discount to Fees (Optional): choose whether the coupon also discounts the Service Area Fee and Travel Fees.
- Set Status and save.
The Coupon Library shows each coupon's Name, Amount Off, Times Redeemed, and Promotion Codes.
Ways to Use Coupons
- Customers enter the code on an order form.
- Your team applies it with Add Discount on an order.
- Attach it to a customer team so it applies automatically to that team's orders.
- Attach it to a pricing plan.
Create Button Labels
+ Create New Coupon opens the new-coupon editor. A compact header may show + New Coupon for the same action. Saving a coupon makes it available according to its status, product limits, and usage rules; it does not automatically apply it to every order.