Getting Started with Coupons
SUMMER SALE 2025 #### Coupon Code - The code customers will enter at checkout - Must be: - Alphanumeric only - No spaces or special characters - Case-insensitive (automatically converted to uppercase) - You can also click Generate to auto-create a code!(https://assets.patientcopilot.ai/00b209d895fbac76.png) * * * ### Step 3: Select Coupon Type You can choose between two types: #### 1. Percentage-Based Coupon - Applies a percentage discount on the total value - Example: - Cart = - Coupon = 25% - Final =!(https://assets.patientcopilot.ai/2a1dd7195ab28d9d.png) #### 2. Fixed Amount Coupon - Applies a fixed discount regardless of order size - Example: - Cart = - Coupon = - Final =!(https://assets.patientcopilot.ai/44668bb424ebb71c.png) * * * ## Coupon Currency - Coupon currency is automatically set to your sub-account currency - It cannot be changed manually * * * ## Step 4: Set Validity (Optional) You can define when the coupon is usable: - Start Date & Time → When the coupon becomes active - End Date & Time → When the coupon expires If no end date is set → coupon remains active indefinitely!(https://assets.patientcopilot.ai/2217a38e3d62da64.png) * * * ## Step 5: Configure Usage Restrictions You can apply the following controls: ### 1. Limit Total Redemptions - Restrict how many times the coupon can be used - Example: Limit to 100 uses ### 2. Limit to Selected Products - Restrict coupon usage to specific products - Example: - Coupon works only for “Premium Plan” - Cannot be used on other products - Coupons can also be restricted to certain prices and variants instead of all under a product.!(https://assets.patientcopilot.ai/25bfa7267bca138f.png)!(https://assets.patientcopilot.ai/fe1f8ec2bb3ff84f.png) ### 3. Limit to One Use per Customer - Prevent a single customer from reusing the coupon * * * ## Step 6: Configure Subscription Behavior (If Applicable) For recurring products, you can control how long the discount applies: ### Apply to Future Payments You can choose: - Forever → Discount applies to every billing cycle - Multiple Months → Discount applies for a fixed duration Example: - Subscription =nth - Coupon = 20% for 3 months - Customer paysnth for first 3 months - Then returns nth > Note: This applies regardless of billing frequency!(https://assets.patientcopilot.ai/6aa50a967107b50b.png) * * * ## Step 7: Create the Coupon Click Create Your coupon is now active (or scheduled based on your settings).!(https://assets.patientcopilot.ai/f6b2b9fcc02a0aee.png) * * * ## How Coupons Work at Checkout - Coupon input field appears only when a valid coupon exists - If no applicable coupon → field is hidden automatically - Discounts are: - Shown in checkout summary - Applied across applicable products proportionally - Visible in order details - Many checkouts (Funnels, Payment Links, etc.) have an option on the builder to enable or disable visibility and application of coupons during checkout * * * ## Important Behaviors & Limitations - Coupons apply to: - One-time products - Recurring products - Coupons do not apply to one-click upsells (in case of Funnels) - Coupons can reduce cart value to **** - Customer still needs to enter card details for verification, if builder level setting for this is checked. If builder doesn’t have setting for managing transactions, card details are always required. - 100% discounts support via most providers except PayPal. - Coupon codes are: - Case-insensitive - Unique - Discounts are distributed proportionally across products * * * ## FAQs ### Can I create a free product using coupons? Yes — use a 100% discount coupon * * * ### Can I edit or delete coupons later? Yes — you can edit, delete, or view usage history anytime * * * ### Can a coupon be applied to both one-time and subscription products in the same order? Yes. Coupons apply to both one-time and recurring products within the same order. For subscriptions, the coupon behavior will follow the configured duration (e.g., one-time, multiple months, or forever). * * * ### What happens if a coupon is applied to a product with multiple quantities? The discount is calculated based on the total value of that product (quantity × price). For example, if a product costs and a customer buys 5 units with a 10% coupon, the discount applied will be (10% of). * * * ### Can I change a coupon after it has already been used? You can edit certain coupon settings (like name, limits, or validity), but changes will only apply to future uses. Past orders where the coupon was already applied will remain unchanged. * * *
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