How to Set Up Discount Codes

Set up coupons or discount codes for clients to offer special deals and pricing.

Support Team avatar
Written by Support Team
Updated over a week ago

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.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Settings"

  2. Click "Discount Codes"

  3. Click "+ Discount"

  4. Click "NEWCOUPON" to open the new discount code

  5. Enter the code you'd like to use

  6. Choose if you want it to be a percent or amount discount

  7. Enter the Amount or Percentage value

  8. Enter a client-facing description of the discount

  9. Enter any internal notes you want

  10. Select which services you want the discount to apply to

  11. Select which services you want the discount to apply to

  12. You can set a maximum number of uses for the code or leave this blank for unlimited uses

  13. You can set an expiration date for the code or leave it blank for no expiration

  14. 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.

  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 selected the 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 applied 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.

Using Discount Codes

There are two ways to use a discount code:

  1. 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:


    1. After inputting the code and hitting "Apply" the discount will be applied and displayed:

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:


If you have any questions or feedback, write into our chat bubble or email!


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