Here’s your step-by-step guide to adding, editing, and managing coupon codes for your memberships.

Overview of the Coupons Screen

  • On the Coupons screen, you can create new coupons and manage existing ones.

  • Your existing coupons are listed in the Coupons Table.

  • You can view:

    • Coupon names

    • Status

    • Actions you can take (Edit, View Usage, Delete)

How to Edit a Coupon

  • Click the pencil icon next to the coupon you want to edit.

  • Important:
    If you’ve already shared a coupon code and you change it, make sure you inform your users.
    Changing a shared code could cause confusion or issues for your members.

How to View Coupon Usage

  • Click the "i" icon (information icon) next to a coupon.

  • You’ll see which members have used that particular coupon code.

How to Delete a Coupon

  • Click the trash icon next to the coupon you want to remove.

  • Warning:
    Deleting a coupon will make it no longer available for members to use.

How to Add a New Coupon

  1. Click "Add Coupon".

  2. Enter the Coupon Name

    • Choose something descriptive that you can easily recognize later.

  3. Enter the Coupon Code

    • This is the actual code users will enter to redeem the discount.

    • Tip: Keep it short, simple, and memorable.

  4. Select Where the Coupon is Valid

    • You can make the coupon usable:

      • Across all your memberships

      • Only within the specific membership you're working on.

  5. Choose the Type of Discount

    • Toggle between:

      • Percentage Off (e.g., 20% off)

      • Fixed Amount Off (e.g., $10 off)

  6. Set the Discount Value

    • Enter either:

      • The percentage amount

      • Or the fixed currency amount

  7. Set Start and End Dates (Optional)

    • Decide if the coupon:

      • Should be active immediately

      • Or should start and/or end on a specific date

    • If you want the coupon to run indefinitely, just leave the end date blank.

  8. Assign the Coupon to a Specific Member (Optional)

    • You can choose a specific member from your members list if you want the coupon to be exclusive to them.

  9. Set a Maximum Number of Redemptions (Optional)

    • Limit how many times the coupon can be used.

    • Example:
      If you want the coupon to only work for the first 10 members, set the max redemptions to 10.


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