There may be situations that you'd like to offer your clients a discount when registering for your services. BusyPaws makes it easy for your clients to use your discounts and allows you to control which discounts are available when. In this guide, we will discuss how to create new discount codes, how they are used, and how you can edit or delete them.

To create a new discount code, start by clicking the gear icon at the bottom-left corner of the screen.

Then select "Discount Codes" from the "Product Configuration" section.

That will open your Discount Code Management page. All of your existing Discount Codes will be displayed here, including their Name, Code, Discount amount, Total Redemptions, Expiry, and status (Active or not).

To create a new code, click the "Add Discount Code" button at the top of the page.

The New Discount Code form includes two main sections: the Discount Code Details and the Discount Code Settings.

The Discount Code Details card has three input fields, allowing you to customize the basic aspects of your new code.

The Discount Code Settings card includes some additional options addressing the usability of your new code. When toggled ON (purple), each of these settings allows you to restrict the use of the discount code in a different way.

When you have set up both cards with your preferred settings, click the "Create Discount Code" button to save your new code.

Your discount code is now ready to be redeemed. As long as the "Active" toggle is turned ON (purple), it will be available for use. To temporarily deactivate a code, switch the toggle OFF (grey).

Note as well that some of the code restrictions set up in the Discount Code Settings are visible from the main code list. Codes that have been restricted to specific services or packages will indicate the number of applicable services and packages under their name. This page will also display some basic information about any applicable expiry dates or total redemption limits.

Any of your existing discount codes may be edited by selecting its Name from the list of codes on your Discount Code Management page.

Use the Edit Discount Code page to make any desired adjustments, then click the "Update Discount Code" at the bottom of the form to save your changes and return to the Discount Code Management page.

To remove a discount code altogether, click the "Delete" button at the top-right corner of the Edit Discount Code page.

Then click "Continue" in the subsequent pop-up window to confirm your decision.

The code will be removed and you will be redirected back to the main Discount Code Management page.

The list on your main Discount Codes page will also give you some quick insight into how many times each of your discount codes have been used. The number for each code is listed under the "Total Redemptions" column. This value will update automatically whenever the code is used by one of your clients.

If one of your codes has been set up with a total redemptions limit, the remaining redemptions will also be listed under the redemption total.

When the maximum number of redemptions has been reached, the message "No Redemptions Left" will display in red.

You can see a full list of a code's redemptions by clicking on its redemption total. That will open a list specific to that code. Each line entry on the list will include the invoice number, client name, date of redemption, discount value, and invoice total. Click any invoice number to open its info page.

When an expiry date is chosen for a discount code, that code will be available for use by your clients up to and including that date (provided that no other limitations have been applied to the code to restrict its use). Once that expiry date has passed, the code will no longer be accepted. The only way to reactivate the code at that point is to edit it, moving the expiry date into the future or removing it altogether.

Any expiry dates for your existing codes are displayed in the "Expiry" column on the main Discount Code page.

When a code passes its expiry date, the date will be flagged, displaying in red.

You can adjust the expiry date for any code by editing its settings.

There are two ways your clients can apply your Active discount codes to their purchases. Clients may use discount codes when paying for services through your Booking Portal, or they may apply them to invoices they receive via email. It is important to note that, because discount codes apply changes to invoice totals, they cannot be applied to Partially Paid invoices.

Note: Discount code redemption is only available if you have Payment Processing set up with Stripe since the Discount Code field populates on the Payment Processing page.

Clients booking online through your Public or Client Booking Portal may be required to pay for part or all of a service before they can confirm their booking. This will depend on the Payment Settings you have chosen for the service they are trying to book. For any services requiring payment (whether full or partial) clients will be presented with the Payment screen after selecting the pet(s) for the booking.

If you have any discount codes currently set to Active, an "Enter Code" field will be displayed at the bottom of the form, beneath the order Total. Clients can enter a code into this field, then select the "Apply Code" button to apply the discount to their total (before tax).

The payment form will then include a line for the discount and the Total will be adjusted to reflect the change.

Note that only one discount code can be applied to a transaction at once. If a code has already been applied and the client enters a second one into the Discount Code field, the first discount will be removed and the new discount will be applied instead.

If the client enters an incorrect or deactivated code, an error message will display beneath the Discount Code field. This error will also display for any client attempting to use an expired code or one that has reached its maximum number of uses.

If you have chosen to require a deposit rather than full payment for a service, the discount code will apply to the full cost of the service, not just the deposit.

Once a discount has been successfully applied to a transaction, the client can continue with the payment process as usual. If the discount applied covers 100% of the registration fee, the client will be presented with a "Finalize Registration" button in place of the "Pay" button.

When a customer has an invoice sent to their email for payment, whether manually or automatically (using the "Optional" payment setting for self-serve bookings), they can use the "Pay Now" button in the email message to pay the invoice balance.

That button will open the Invoice Payment Page, displaying a payment form as well as the full invoice. The "Pay by Credit Card" form will list the client's Name and Email followed by fields for their credit card number, expiry, and verification code. If you have any discount codes currently set to Active, an "Enter Discount Code" field will be listed directly beneath the credit card information fields.

When a client enters the code for an Active discount into the Discount Code field and selects the "Apply Code" button their invoice will update to reflect the new total.

Once a discount has been applied to a transaction, the client can continue with the payment process as usual. If the discount applied covers 100% of the registration fee, the client will be redirected to a "No Charge" invoice displaying the applied discount.

Users may also manually apply discount codes to invoices. This functionality is available for all discount codes and is the only way internal use discount codes can be applied. To apply a discount code manually, locate the "Discount" section of the New Invoice or Edit Invoice page.

This field can be used to apply a manual discount (either % of $-based) or an existing discount code. Click the right-most icon to set the field to "Discount Code".

Enter the code you wish to use, then click the "Apply" button. The invoice total will then update to reflect the new value.

Click the "X" icon next to the applied code to remove it from the invoice.

When you're done, save or send the invoice as usual.

There are a few notes to keep in mind when creating and using discount codes.

You now know everything you need to to start creating and offering discount codes for your services. Use them to reward returning clients, help out friends and family, offer as a staff member benefit, and more!