HOW DO I CONFIGURE & MANAGE COUPONS AND PROMOTION CODES?

This article explains how to create coupon codes, set their rules and validity, and manage them from the Promotions section of your back office.

In this article

• Create a coupon
• Manage existing coupons
• Assign a coupon to an affiliate

1. Navigate to Marketing from the left sidebar.
2. Select Coupons.
3. Click Add Coupon in the top right corner.
4. Enter a unique coupon code. This is what clients type at checkout (e.g. SAVE10).
5. Set the discount type: fixed dollar amount or percentage.
6. Set the services the coupon applies to: all services or selected services only.
7. Set the start date and expiry date.
8. Under Businesses, select which business accounts this coupon applies to.
9. For Is this coupon applicable to all clients? — select Yes to apply it to every client, or No to restrict it to specific clients. If you selected No, use the Clients dropdown to select the specific clients the coupon applies to.
10. For Can this coupon be applied multiple times by the same client? — select Yes or No based on your promotion rules.
11. For Do you want this coupon to be applied to consecutive monthly medication orders made by the client? — select Yes if you want the discount to automatically apply to recurring monthly orders.
12. For Do you want to make this coupon visible on the checkout page? — select Yes to display the coupon code publicly at checkout, or No to keep it private (for affiliate-only or manual distribution).

Manage Existing Coupons

1. Navigate to Marketing > Coupons.
2. Locate the coupon in the list.
3. Click the Edit icon to update any details.
4. To deactivate a coupon early, change the expiry date to today's date and save.
5. To delete a coupon, click the Delete icon. Note: only the original creator can edit or delete a coupon.

Good to know
If you need to edit a coupon created by someone who is no longer on your team, contact support. Coupon ownership cannot be transferred without admin intervention.

Coupons can be linked to an affiliate so their commission is tracked every time someone uses the code.

1. Create the coupon first under Marketing > Coupons.
2. Navigate to Users from the left sidebar.
3. Locate the affiliate and click the Edit icon.
4. Scroll to the Affiliate section at the bottom of the profile.
5. Select Add Coupon Commission.
6. Choose the coupon from the dropdown.
7. Select Save.

Good to know
The coupon must exist before it can be assigned. You cannot create a coupon and assign it in the same step.

Related articles

• How do I manage user roles and affiliates?
• How do I request a payout?

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