How to use Promo Codes

Promo Codes are a great way to offer discounts to your clients. Promo Codes can be used on invoices, applied to gift certificates, and even automatically included in your Communication tools. This article addresses how to both create and apply Promo Codes.

Contents

• Video guide
• Creating Promo Codes
• Applying Promo Codes

Video guide

This video demonstrates working with Promo Codes.

Creating Promo Codes

1. Go to Sell
2. On the left, click on the Promo Codes

   

3. Click the Add New Promo Code button (Top right corner)

   

4. Enter the name of the promo code (numbers and letters only, no spaces)
5. Choose if you'd like the promo to be an amount off or a percent off
   

   If you create a promo code for gift certificate sales, you can indicate the minimum amount the customer must spend in order to qualify for the promotion, also, if you create a discount for appointments, you can choose what service types qualify for the promotion.

6. Indicate what is being discounted - gift certificates or appointments
7. Choose if there is an expiry date or not
8. Click Save

   

   If you create a promo code for gift certificate sales, you can indicate the minimum amount the customer must spend in order to qualify for the promotion, also, if you create a discount for appointments, you can choose what service types qualify for the promotion.

Applying Promo Codes

1. Go to your Calendar
2. Click on the appointment that you’d like to apply a promo to

   

3. Once the appointment is open, click on the Invoice tab

   

4. Click the Add Promo button

   

5. Select the promo code you'd like to apply
6. Click the Add Promo button
   

   

Note: Clients will be able to enter Promo Codes when they book or buy gift certificates online. Additionally, you'll be ask if you want to apply Promo Codes when you're creating gift certificates, directly.