To set up discount codes, pop into Settings and click "Discount Codes":
Hit "+ Discount" to add a new code.
Here's what each field means:
1: 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!
2: TYPE: Percent off or flat amount.
3: AMOUNT OR PERCENTAGE: If you've selected percent for "type", this would be the percent off the total price. If you've select amount for "type" this would be the dollar amount off.
4:DESCRIPTION: What the client sees on their invoice.
5: 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.)
6: ADD ONS: Choose which add-ons this code applies to. Leave blank if you don't want the discount applying to add-ons.
7: 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.
8: 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.
Hit "Save" to make the discount live! You can always deactivate a coupon code with this switch:
Using Discount Codes
There are two 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:
2. Whenever you have live discount codes, your online scheduler will have a link to input a discount code:
After inputting the code and hitting "Apply" the discount will be applied and displayed:
We hope discount codes give you even more opportunities to grow you business!