Sending out coupons is a great way to acquire new business, drive referrals and reward loyal customers. Fortunately, TimeTap makes offering coupons that your clients can redeem for the services you offer easy!
In this help doc we'll cover -
Viewing Your Coupons
To view the coupons you already have on your account, you'll need to navigate to Payments > Manage Coupons -
Here you can view both your Current Coupons and your Expired Coupons by clicking on the appropriate tab.
Adding a new coupon
To add a new coupon, you'll need to navigate to the Manage Coupons page shown below and click on the green Add New Coupon button -
Once you do, the Add Coupon window will pop up where you'll need to fill out the fields described below before clicking on the green Add Coupon button -
- Coupon Name - Give the coupon a friendly name for identification purposes.
- Coupon Code - Define the coupon code that clients will need to enter on the Client Scheduler to receive the discount.
- Redeem by Date - Enter the date that this coupon must be redeemed by.
- Max Number of Redemptions - Define the max number of redemptions allowed by this coupon.
- Discount Type - Define the discount type of this coupon.
- Percentage Off - Takes a percentage off the appointment price.
- Discount Fixed Amount - Takes a certain amount off the appointment price.4
- Set to Fixed Amount - Sets the appointment price to a certain amount.
- Services & Classes - Select which services & classes you want this coupon to apply, or it defaults to applying to all services & classes you offer.
You can name your coupons with the same prefix to make them easier for your clients to remember and use. For example, you could offer couponNewReferral, couponMilitaryVeteran, couponHalfOff and similar coupons. This will also help you keep your coupons organized!
Please note that you can also choose to Edit or Delete existing coupons from the Manage Coupons page by clicking on the corresponding button.
Adding Coupons to Invoices
To add a coupon to a client invoice from the Backoffice, you'll need to navigate to Payments > Invoices / Quotes > click on the View button next to the invoice you want to apply a coupon to -
Once you are on the Invoice Detail page, you'll need to click on the blue Edit button -
By default, the Discount/Coupon field is set to accept discount amounts, not coupons. To add a coupon to the invoice, you'll need to click on the Enter Coupon link just below the field -
Now that the Discount/Coupon field is in coupon mode, you can type in the appropriate coupon code in the field and click on the Update button to apply the coupon -
This is where the coupon naming convention mentioned earlier comes in handy! As you begin to type in the field, matching coupons will pop up below the field.
Now you'll be able to see that the coupon has been added to your invoice and shows up in the Discount/Coupon field -