Quotes and sales
How to create a coupon code
Defining, editing and deleting the coupon codes that apply a discount to a quote.
Where to find it
System SettingsDiscount
A coupon code turns a discount into its own measurable line. Quietly lowering a line price hides the discount; a coupon makes "how much did we give away, and on which campaign" an answerable question.
Three uses cover most of it: off-season campaigns, partner and agency agreements, and the one-off discount that closes a hesitating patient.
Step by step
- Click on the Discount button under system Offers from the menu on the left.
- Click the Add button on the right of the page that opens.
- After filling in the fields on the page that opens, click the Save button at the bottom right.
- If you want to make changes to the Coupon Code, click the Edit button.
- If you want to delete the Coupon Code, click the Delete button.
- After preparing your Coupon Code Offer, it will automatically appear at the bottom of the page for you to select.
Tips and common mistakes
- Tip Tie the coupon name to the campaign ("WINTER2026-HAIR"). It is the only way to trace where a discount came from when reading reports.
- Careful Deactivate the coupon when the campaign ends; old codes left active stay selectable on the quote screen.
Frequently asked questions
How do I apply a coupon to a quote?
Once the quote is built, the defined coupons are listed at the bottom of the page and you pick one there.
Can I apply more than one coupon to a quote?
Keeping the discount in a single coupon keeps both the report and the patient's document clear. If several discounts apply, define one coupon that reflects the total.
Does deleting a coupon affect old quotes?
Deactivate rather than delete; deleting makes historical records harder to read.