Promo codes can be applied by staff to an open account or entered by clients on your supported online booking and shopping pages.
Applying a code to an account
Open the client’s account from their appointment or Accounts/Invoices.
Select the correct account view:
A specific date includes items dated that day.
Up Until Today includes today and earlier dates.
Everything includes all dates, including future items.
Click Apply Promo Code.
Enter the code and click Check code.
Review the preview, including the item dates, discounts and resulting totals.
Click Apply discount.
Check the refreshed account totals.
Only eligible items without an existing discount are included. Existing discounts remain unchanged.
A fixed-amount code is applied once across the eligible services in that application. It is capped at their combined value, so it cannot make their total negative.
Allowing clients to redeem codes online
Open My Business → Online Bookings.
Enable Allow Promo Codes and click Save.
Share the code and its conditions with your clients.
On supported online booking, retail and gift card pages, clients enter the code in the Promo code field and click Apply. They should review the updated total before completing the booking or purchase.
Useful tips
Check the account view carefully: one account can contain several visits and future appointments.
The same account can receive another redemption when it contains other eligible, undiscounted items. Each successful application consumes another use.
Items added afterwards are not automatically discounted.
Services paid through a course are excluded from account promo-code application.
If a code is rejected, check its status, dates, remaining uses and eligible item types. On an account, also check that the selected view contains items without an existing discount.
Staff need permission to change account discounts.