Coupons & Discounts

Use coupons to run promotions, offer client-specific discounts, and support marketing campaigns. Coupons can be validated during checkout across services, order forms, and top-ups.

Overview

• Percentage or fixed-amount discounts
• Usage limits and expirations
• Validation during client checkout
• Bulk operations and status toggles

Prerequisites

• Permissions: view_coupons, create_coupons, edit_coupons, delete_coupons

Creating a Coupon

1. Go to Coupons in your team dashboard
2. Click Create Coupon
3. Configure:
   • Code (e.g., SAVE20)
   • Type (Percentage or Fixed)
   • Amount (e.g., 20% or $20)
   • Usage limits (per code / per client)
   • Start / End dates
4. Save

Managing Coupons

• Edit details at any time
• Toggle Status to enable/disable
• Bulk actions for many coupons
• Validate codes via admin tools when needed

Checkout Validation

During client checkout:

• Clients enter coupon code
• System validates code, limits, and dates
• Discount applied to the cart totals

Reporting

• Track redemption counts and revenue impact
• Identify top-performing promotions

Best Practices

• Use clear codes (e.g., SPRING25)
• Set realistic expiration dates
• Limit misuse with per-client limits
• Combine with order forms for campaigns

Troubleshooting

• Code not working: Check status and date range
• Incorrect discount: Verify type and amount
• Overuse risk: Confirm usage limits