What Are Coupons?
Coupons are discount codes your clients can apply when paying an invoice through their client portal. They can be a percentage off the total, a flat dollar amount off, or a display-only promotional card (like "Free Add-On") that you honor manually.
Each coupon appears on your public Offers page (/{your-slug}/offers) with a QR code that clients can scan to get to your booking page. You can also feature one coupon prominently on your homepage as a banner promotion.
Creating a Coupon
- Go to Coupons in the admin sidebar.
- Click Create Coupon.
- Fill in the form:
| Field | Description |
|---|---|
| Coupon Code | The code clients enter at checkout (e.g., SPRING20). Auto-uppercased. Letters, numbers, hyphens, and underscores only. |
| Discount Text | Marketing label shown on the card — e.g., "20% OFF", "$25 OFF", "FREE Deep Clean Add-On". |
| Discount Type | Percent (e.g., 20%) or Flat (e.g., $25). Set to 0 for display-only coupons. |
| Discount Value | The numeric amount. 20 = 20% or $20, depending on type. |
| Title | Marketing headline shown on the coupon card. |
| Description | Optional details about the offer. |
| Expiry Date | Optional. After this date the coupon is invalid at checkout. |
| Terms | Optional fine print shown on the card. |
| Color Theme | 10 themes: Gold, Dark, Green, Blue, Rose, Purple, Orange, Teal, Crimson, Midnight. |
Live Preview
As you fill in the form, a live preview on the right side of the page shows exactly how the coupon card will look on the public Offers page — including the QR code, discount badge, title, expiry, and terms.
Activating & Featuring a Coupon
- Active — the coupon appears on your public Offers page and can be used at checkout.
- Featured — the coupon displays as a prominent banner on your homepage. Only one coupon can be featured at a time. Setting a new coupon as featured automatically removes the feature from the previous one.
You can toggle Active/Featured from the coupon list without opening the edit form.
How Clients Use a Coupon at Checkout
- The client receives or finds a coupon code (from your Offers page, a marketing email, social media, etc.).
- They log in to the client portal and open their invoice.
- On the invoice payment page, they enter the coupon code in the Apply Coupon field and click Apply.
- If valid and not expired, the discount is calculated instantly and the new total is shown.
- The client completes payment at the discounted amount.
- The coupon code and discount amount are saved to the invoice for your records.
⚠️ Only one coupon can be applied per invoice. Clients cannot stack multiple discount codes.
Discount Calculation Rules
- Percent: Discount = outstanding balance × percent ÷ 100
- Flat: Discount = the fixed dollar amount, capped at the outstanding balance (the total never goes below $0)
- Display-only (value = 0): No automatic deduction at checkout — you apply the discount manually when creating the invoice
The Offers Page
Your public Offers page (/{your-slug}/offers) displays all active coupons as beautiful cards, each with:
- A large QR code clients can scan to go directly to your booking page
- The coupon code displayed prominently
- Discount text, title, description, expiry, and terms
- Social share buttons so clients can forward deals to friends
Link to your Offers page from your email newsletters, social media bio, and Google Business Profile to maximize redemptions.
Tracking Coupon Usage
When a coupon is applied to an invoice, the code and discount amount are saved on that invoice. To see which invoices used a coupon:
- Go to Invoices in the admin sidebar.
- Open any invoice — the applied coupon code and discount amount are shown in the payment summary.
Best Practices
- Seasonal promotions — create a "SPRING25" coupon for 15% off in March–April, then deactivate it when the promotion ends.
- New client discount — offer a flat $20 off for first-time bookings. Share the code on your website hero section or Google Business Profile.
- Re-engagement — email inactive clients a personal coupon code to win them back.
- Feature one at a time — the homepage featured coupon gets the most visibility. Rotate featured coupons monthly to keep your site feeling fresh.
- Set expiry dates — coupons without expiry dates create obligation forever. Adding a deadline increases urgency and protects your margins.
