Promo Codes

Before you start

A promo code takes a percentage or a fixed dollar amount off a client's booking. You'll need a marketplace admin role.

Step 1: Open promo codes

1. In the side menu, under Global, select Marketplaces, then open your marketplace.
2. Select the Promo Codes tab. Each code shows its discount, usage window, status and usage count.

Step 2: Create a code

1. Select Create Promo Code.
2. Enter a Promo Code Name (for your team).
3. Leave Auto-generate code on, or turn it off and type a Custom Code such as FALL15.
4. Choose the Discount Type (Percentage Off or a fixed amount) and enter the discount.
5. Set Activation Start and Activation End: when clients can enter the code.

Step 3: Set limits (optional)

• Total Usage Limit: how many times the code can be used in all. Leave empty for unlimited.
• Per User Limit: how many times one client can use it.
• Min Amount ($): the minimum subtotal for the code to apply.
• Restrict by service date: only discount visits scheduled within certain dates.
• Procedure Groups and Participating Organizations: narrow which services or organizations it applies to. Leave empty for all.

Select Create Promo Code.

Step 4: Share it

Clients enter the code in the Promo code box at checkout on your booking page. If it doesn't apply, they see why (for example, expired or below the minimum).

Tips

• To stop a code early, select the pencil under Actions and turn off Active.
• Watch Usage Count to see how a campaign is doing.