Why is it relevant?: Coaches may want to give their clients a discounted price by providing a coupon code for their services; hence, this feature can be used for that.
Recommendation: For the coupon code name, we recommend that the coupon code be 1-2 words without any spaces and in all caps, as it is case sensitive. If it is a limited amount of times this can be used, or if it expires, you can also include those details.
This guide will walk you through the steps on how to create a coupon.
Step 1: Navigate to the top-right corner of your dashboard and locate the downward arrow icon. Click on it to reveal a drop-down menu. From the menu, select "Settings". This will take you to the account settings page.
Step 2: On the left-hand menu, find and click on "My Sales" This will open up the section dedicated to the sales data.
Step 3: Scroll down to the bottom-right corner of the coach dashboard, and find the "Create New Coupon" button. Click on it to get started.
Step 4: This action will direct you to a page where you can input the details for your new coupon and choose the services to which it applies.
Step 5: Once you've entered all the necessary details, click on the "Save Coupon" button to ensure your changes are applied.
NOTE: Applicable contributions will vary on the selection screen based on currency options as well as the payment processor selected while creating a contribution on step 4.
Follow this link for a video guide on how to create a coupon: https://www.loom.com/share/f7e892dd4d7e4a64b99468f51b7e88fe?sid=c8e5b4ec-4808-42a6-8ac9-4d1d6a78f5ac
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