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Once you create discount coupons, you can give discounts to customers with membership plans and subscriptions, apply them directly to specific customers’ bookings or subscriptions, or generate promo codes to share with targeted customers or use in marketing campaigns.

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Give discounts with plans

To give members on a plan discounts or reduced rates for certain products and services as a part of their membership, follow these steps:
  1. Open a plan or a resource tier.
  2. Locate to the “Discounts” section.
  3. In the “Granted coupons” field, select the discounts that members on this plan are eligible for.
Billing Discounts Discounts With Plan Set Coupons In Plans

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With individual subscriptions

To grant a specific member discounts for certain products and services as a part of their membership, follow these steps:
  1. Go to Customers and open the user or company profile.
  2. Open their existing subscription or create a new one.
  3. Locate to the “Discounts” section.
  4. In the “Granted coupons” field, select the discounts to give to the customer.

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How discounts granted with plan apply at checkout

  • Customers see full, standard prices for all products in the member portal.
  • When a customer proceeds to checkout, if they have a coupon for that product in their subscription, it is automatically applied and the discount and discounted total is shown before the customer confirms payment.
Billing Discounts Discounts With Plan How Coupons Apply At Checkout
Customers can also:
  • Select to apply a different coupon if they have a few.
  • Enter a promo code. If a promo code is entered, it takes priority over any coupon and replaces it for that transaction. The promo code and the granted coupon do not combine; only the promo code discount applies.
If a customer has active subscriptions with multiple coupons applicable to the same product at the same location — for example, both a personal and a company subscription — the best available coupon across all their subscriptions is automatically applied at checkout to ensure they pay the lowest price.
Granted coupons work only in the location where the customer holds the subscription. If their discount must be valid in another location as well, create a promo code in that location and share it with the member.

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Apply discounts to specific customers’ bookings and subscriptions

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To bookings

To apply a discount when making a booking for the customer:
  1. Go to the Rooms, Desks, Parking, or Equipment page and start a booking.
  2. Select the customer in the “Booker” field.
  3. Select a coupon in the “Coupon” field.
  4. Review the discounted price and confirm the booking.

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To subscriptions

To apply a discount to the customer’s subscription price:
  1. Go to Customers and open the user or company profile.
  2. Open their existing subscription or create a new one.
  3. Click the subscription item to apply the discount to.
  4. Choose a coupon in the “Coupon” field. Press Save twice.
You can apply a different coupon to each item within a subscription — discount only one specific item, or apply different discounts to different items.

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Create promo codes

A promo code is a unique code — for example, SUMMER20 — linked to a coupon. You can create and share promo codes with specific customers or distribute it broadly for a promotion or marketing campaign. To create a promo code:
  1. Go to Billing > Discounts.
  2. Select the coupon the promo code should be linked to.
  3. Click Create promo code.
  1. Configure the promo code properties.
CodeThe code customers enter at checkout to redeem the discount.
ExpirationEnable if the promo code should be valid only until a specific date. The expiration date is the last day the code can be redeemed, though customers can apply it to bookings scheduled after that date.
Limited by first purchaseEnable to make the promo code valid only for customers making their first purchase of this product type at the location.
Limited redemptionEnable to limit how many times the promo code can be redeemed across all customers. The promo code redemption limit cannot exceed the coupon’s redemption limit. The limit applies to transactions — if the limit is 5, the promo code can be used for 5 separate purchases.
Once created, a promo code cannot be edited. Archive the promo code and create a new one if changes are needed.
  1. Share the promo code directly with customers or publish it in your marketing campaign. Customers enter it at checkout to redeem the discount.
Explore the most common discount scenarios and setup examples.

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How customers apply promo codes

Customers can apply promo codes in the member portal during checkout:
  1. Start a booking, subscription sign-up, or other purchase.
  2. Enter the promo code in the “Promo code” field.
  3. Review the discounted price and confirm payment.
Billing Discounts Redeem For Bookings How Users Apply Promo Codes
Once a coupon or promo code is applied, the discount appears in transaction and invoice details, as well as on invoice and receipt PDFs.
Only customers without an active subscription can apply promo codes during subscription sign-up. For customers with an existing subscription, only administrators can apply coupons to their subscription items directly.

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Track coupon and promo code usage

To see how many times each discount has been redeemed, who redeemed it, and when:
  1. Go to Billing > Discounts.
  2. Open a coupon or promo code to view:
  • Total redemptions
  • Customer name
  • Product the coupon or promo code was applied to
  • Redemption date
Billing Discounts Redeem For Bookings Track Coupon And Promo Code Usage
For broader analytics, export the “Invoice items” report to analyze discount usage. The report provides information about all the discount applications.

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Delete a coupon

Delete a coupon when you no longer want the discount to be redeemable. For this:
  1. Go to Billing > Discounts.
  2. Click (…) next to the coupon > Delete.
Coupons And Promo Codes Delete A Coupon
Once deleted, the coupon will no longer be available to use for both administrators and customers who had it in their subscription.

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Archive a promo code

Archive a promo code when a promotion ends or the discount is no longer available. For this:
  1. Go to Billing > Discounts.
  2. Select the coupon associated with the promo code.
  3. Click (…) next to the promo code > Archive.
Coupons And Promo Codes Archive A Promo Code
Once archived, the promo code will no longer be valid to redeem discounts. FAQs
This error typically appears for one of the following reasons:
  • The code might have been entered with a typo or extra spaces. Please double-check it.
  • The promo code might be “Limited by first purchases”, and the user might have already purchased this product type previously. You can verify the user’s previous purchases in their profile under Customers.
  • The promo code might be redeemable for product types different from what the user is trying to purcase. Check the promo code and its associated coupon to confirm its eligible products types.
  • The coupon might be limited to specific items, and the selected item is not eligible. Review the “Applicable items” section for the relevant coupon.
  • The promo code might have expired. Check its expiration date.
  • The promo code or associated coupon might have reached the redemption limit.
  • The promo code might have been archived or the associated coupon was deleted.
You can verify the promo code settings on the Billing > Discounts page.
  • For new subscriptions, the discount takes effect on the subscription start date and applies to their first subscription payment.
  • For existing subscriptions, the discount takes effect on the next renewal date.
The discount duration is determined by the coupon’s “Duration type and begins when the discount takes effect.If the coupon’s “Duration type” is other than “Once,” the discount is applied to subsequent subscription invoices for the defined period.
  • For coupons with the “Repeating” duration type applied to a non-monthly subscription, the discount applies to all invoices generated during the configured number of months.
Examples:
  • A coupon with a 3-month duration applied to a yearly subscription discounts only the first yearly invoice, since only one invoice is generated during that period. The discount applies to the full yearly subscription price, not a prorated 3-month amount.
  • A coupon with a 3-month duration applied to a weekly subscription discounts all 13 weekly invoices generated within the first 3 months.