Want to offer discounts for VIP agents or new clients? You can create Discount Codes within your Spectora settings!
How to Create a Discount Code
Creating a discount code is as easy as pie! You can create any discount you want and as many as you want. In this section, you'll see how to create a discount code.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Settings"
Click "Discount Codes"
Click "+ Discount"
Click "NEWCOUPON" to open the new discount code
Enter the code you'd like to use
Choose if you want it to be a percent or amount discount
Enter the Amount or Percentage value
Enter a client-facing description of the discount
Enter any internal notes you want
Select which services you want the discount to apply to
Select which services you want the discount to apply to
You can set a maximum number of uses for the code or leave this blank for unlimited uses
You can set an expiration date for the code or leave it blank for no expiration
Click "Save"
🌟 Note: If you do not select a service for your discount code, it will not work! If you want it to apply to all services you offer, you'll need to select each one in the "Services" dropdown menu.
What Each Field Means
Let's break this down a bit more! Each field on the discount code setup is directly connected to how the code is used and calculated by the system.
CODE: This is the code you enter when scheduling an inspection. Your clients can also enter this code on your Online Scheduler. This code is case-sensitive, so we recommend all caps!
TYPE: Percent off or flat amount.
AMOUNT OR PERCENTAGE: If you've selected percent for "type", this would be the percent off the total price. If you've selected the amount for "type" this would be the dollar amount off.
DESCRIPTION: What the client sees on their invoice.
SERVICES: Choose which services this code applies to. Leave blank if this code doesn't apply to services. (For example, if you want the code to only apply to add-ons.)
ADD-ONS: Choose which add-ons this code applies to. Leave blank if you don't want the discount applied to add-ons.
MAX USES: If you'd like the code to be invalid after a certain number of uses, input that number here. Otherwise, there will not be a limit.
EXPIRATION DATE: If you'd like the discount to be invalid after a certain date, input it here. Otherwise, there will not be a time limit.
Using Discount Codes
There are three ways to use a discount code:
When you are manually scheduling an inspection and have live discount codes, you'll see a field in the "Services" section to input a discount code. The savings will be reflected in the invoice preview:
Whenever you have live discount codes, your Online Scheduler will have a link where Client's can input a discount code:
After inputting the code and hitting "Apply" the discount will be applied and displayed:
3. On the Inspection Details page in the Internal box you'll see an option to select a discount code from your existing discount codes:
Frequently Asked Questions
Why isn't my discount code working?
This could be happening for a few different reasons!
First, be sure to check that your discount code has eligible services selected in your Settings. If you don't select which services the code should apply to, it won't apply to any service at all.
Second, double-check that the exact same services and add-ons are booked for the inspection. For example, if you set the discount code to be applicable for a Stand-Alone Termite Service and you add a Termite Service Add-on to the inspection, the code will not work.
Lastly, if you manually edited the fees of the inspection before adding the discount code, the code will not work.
How many discount codes can I create?
As many as you want!
Can I turn off a discount code if I'm not offering that discount at the moment?
You sure can! Simply click the toggle next to the discount code name to disable it. The toggle should be on the left to be disabled:
How can I add a second discount if one is already being used?
If you have discount codes set up, but you want to be able to give your Clients more than one discount for each inspection, here is how you can do it!
Click Settings.
Click Services & Fees.
Click the expand the Service you want the discount on.
Click +ADD-ON to create a new add-on service.
Name the add-on as the discount name you want to use.
Click add fee and input the negative fee amount to reflect the discount amount.
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💡 Quick tip: Click on the video above to expand it in another window. |
Now when you want to apply this discount just select the appropriate add-on service to add it to the inspection!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
