Discount code general information settings

This article describes all the general information settings available when creating and modifying a discount code.

SettingDescription
DISCOUNT CODE TITLEThe name of the discount code. The name can be viewed by your clients, so it should be both descriptive and brief.
PROMOTION DESCRIPTIONA description of the promotion for which this discount code is being created.
DISCOUNT AMOUNTThe dollar or percentage amount taken off the total purchase at checkout when this discount code is used.
DISCOUNT CODEEnter a custom discount code, or click the Generate Random button to generate a random code.
ACTIVATION DATESelect an activation date for the discount code.
DurationDefine when the discount code expires. Your choices are:

  • Never expires – The discount code will not expire.
  • Must be used within – Specify the number of days, weeks, months, or years within which the discount code will expire.
  • Expires on Select Date – Specify an expiration date. Ensure that the expiration date occurs after the activation date.
UtilizationChoose which products, services, and Purchase Options this discount code can be applied to:

  • Set the Allow discount to all items (i.e., products, services, purchase options) option to ON to allow this discount code to be used when purchasing any item sold by your business.
  • Set the Allow the discount code to be applied for gift cards option to ON to allow this discount code to be used when purchasing a gift card. This option can only be selected if the Allow discount to all items (i.e., products, services, purchase options) option is set to OFF.
SELECT WHICH ITEMS TO INCLUDE IN THIS DISCOUNT CODEThis option is only available if the Allow discount to all items (i.e., products, services, purchase options) option is set to OFF.

Select any number of items to which this discount code will be applicable:

  1. Click a service category tab to search for items within a specific category.
  2. Click all the items you want to be eligible for this discount code.
Membership DiscountsDefine which payment this discount code will apply to:

  • Set the Apply to first payment option to ON to only apply this discount to the first payment of the item.
  • Set the Apply to membership payment after each renewal option to ON to apply this discount each time the membership auto-renews.
Redemption RulesDefine the redemption rules for this discount code:

  • Under NUMBER OF USES PER CLIENT, select the number of times a client can use this discount code. This setting limits the number of transactions, not items, to which a client can apply this discount code. For example, if this number is set to three, clients can use the code for three purchases, and each time they use it the code will be applied to all applicable items in their shopping cart.
  • Set the Clients can redeem this code online option to ON to allow clients to redeem this code online.
  • Set the Only specific Client Types are allowed to redeem this code option to ON to only allow specific client types to redeem this code. If this option is set to ON, select the specific client types from the list below.
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