Create promotional discounts for your services, packages, and programs using percentage-based or fixed-amount coupons. You can set expiration dates, limit redemptions, and restrict which offerings your coupons apply to — giving you control over your promotional strategy.
In this article:
- Creating a Coupon
- Editing an Existing Coupon
- Managing Coupon Restrictions
- Sharing Coupons with Team Members
- Redeeming Coupons
- Viewing Coupon Usage Report
- Deleting or Deactivating Coupons
⚠️ Important: Coupon discounts can only be applied when clients select the "Pay in full" option when purchasing services, packages, and programs through your Bookings Pages and Widget. Coupons cannot be applied to payment plans or invoices sent directly to clients.
Creating a Coupon
Whether you're launching a seasonal promotion or offering a special discount to new clients, creating a coupon in Practice Better gives you the flexibility to incentivize bookings on your terms.
- Go to My Practice > Billing & Payments > Coupons tab.
- Click the red Fast Action Button in the bottom-right corner of your screen to select Create coupon.
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Enter a unique code for your coupon in the Code field.
📍 Note: Coupon codes are case-sensitive and must start and end with a letter or number. Codes can contain hyphens (-) and underscores (_), but no spaces, and are limited to 30 characters maximum. Examples of valid codes include WELLNESS-30, well30, or WELL_30.
- Select your discount type:
- Percentage-based: Enter a percentage value (e.g., 20 for 20% off). You can create completely free offerings by entering 100 for 100% off.
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Fixed amount off: Enter a specific dollar amount to deduct from the purchase price.
- Configure any restrictions you'd like to apply (expiration dates, redemption limits, or specific offerings — see the sections below for details).
- Click Save to create your coupon.
If a client applies a fixed-amount coupon that exceeds the original purchase amount, the purchase will automatically be reduced to zero.
📍 Note: Coupons will not be applied to any purchase if the discounted total would be more than $0.00 but less than $1.00 in any currency.
Editing an Existing Coupon
Need to adjust a coupon's discount amount or update its code? You can modify most coupon details even after creation — just keep in mind that changes won't affect purchases already completed with the original coupon settings.
- Go to My Practice > Billing & Payments > Coupons.
- Locate the coupon you want to modify in your coupon list and click Edit beside the coupon name.
- Make your desired changes in the pop-up window.
- Click Save to apply your updates.
The updated coupon settings will take effect immediately for all new redemptions.
Managing Coupon Restrictions
Practice Better offers several ways to control when and how your coupons can be used. These restrictions help you create targeted promotions that align with your business goals while preventing unintended discounts.
Setting Expiration Dates
Time-limited promotions create urgency and help you run seasonal campaigns or limited-time offers. When you set an expiration date, your coupon automatically becomes invalid once that date passes.
You can optionally specify an expiry date when creating or editing your coupon. Once the expiry date passes, coupon discounts will no longer be applied, and clients attempting to use the code will see a "coupon unavailable" message in red text below the coupon field. You can update the expiry date at any time by editing the coupon — even after it's been created.
Limiting Maximum Redemptions
Control how many times a coupon can be used across all clients by setting a maximum redemption limit. This is particularly useful for flash sales or when you want to cap the total number of discounted bookings.
Use the Max redemptions field when creating or editing your coupon to specify the total number of times the code can be redeemed. Once this limit is reached, the coupon will no longer apply discounts, and clients will see a "coupon unavailable" message when they attempt to use it. You can adjust the redemption limit at any time by editing the coupon.
Your coupon redemption total increments automatically whenever a successful payment is processed using that code. You can track how many redemptions have been used directly in your coupon list.
Restricting Coupons to Specific Offerings
Sometimes you want to promote specific services while keeping others at full price. Product restrictions let you create targeted discounts that only apply to the offerings you select.
Use the Limit to field when creating or editing a coupon to specify which services, packages, and programs your discount should apply to. When you restrict a coupon to specific offerings:
- Clients can still attempt to apply the code to other services
- If they try to use the code on a non-eligible offering, they'll see a "coupon unavailable" message in red text
- The system automatically validates that the coupon matches the selected service before applying any discount
📍 Note: Coupons can only be redeemed by clients for services, packages, or programs purchased through a Booking Page or Widget. They cannot be applied to payment plans or invoices sent directly to clients; the practitioner can apply invoice discounts.
Sharing Coupons with Team Members
If you're part of a Practice Better team, you can share coupons with other practitioners so they can offer the same promotions for their own services. This ensures consistent pricing across your practice while giving each team member control over their offerings.
To share a coupon with team members, go to your Billing & Payments > Coupons section and enable team sharing by clicking the icon near the top-right of the list.
Learn more about Sharing Resources with Team Members →
📍 Note: If your team member already has a coupon with the same code, their own coupon will take priority and be applied to purchases instead of your shared version. Ensure your team member has deleted any duplicate coupon codes if you want the discount from the shared version to apply to their clients' purchases.
Redeeming Coupons
Your clients can apply coupon codes when booking services through your Bookings Pages and Widget. The redemption process is straightforward — they simply enter the code at checkout, and the discount applies instantly if valid.
When clients reach the Payment Options page during booking, they'll see a prompt that reads: "Did you receive a coupon or promo code?"
To redeem a coupon, clients should:
- Click the words "Did you receive a coupon or promo code?"
- Enter the promo code exactly as provided (codes are case-sensitive).
- Click the Apply Code button.
- If valid, the coupon description and discount amount will appear immediately below the input field, confirming the discount has been applied.
📍 Note: Only clients who select the "Pay in full" payment option can apply coupon codes. Coupons cannot be used with payment plans or installment options.
If a client enters an invalid code, an expired coupon, a code that has reached its maximum redemptions, or tries to apply it to a non-eligible service, they'll see a "coupon unavailable" message displayed in red text below the coupon field.
💡 Tip: While clients must enter coupon codes themselves through Bookings Pages and Widgets, you can manually discount invoice line items when creating invoices directly for clients. This manual discounting doesn't use the coupon code system but achieves a similar result.
Tax calculations are applied after the coupon discount is deducted from the original price, ensuring clients receive the full benefit of the promotional discount before any applicable taxes are added.
Viewing Coupon Usage Report
Understanding which coupons are performing well helps you refine your promotional strategy. Practice Better tracks all coupon redemptions so you can see exactly who used which codes and when.
To view detailed coupon usage data:
- Go to My Practice > Reports.
- Open the Payment History Report.
- Adjust the report filters as desired to narrow your date range or specific criteria.
- Click Download Report from the icons on the right to export your data.
The exported CSV file will contain two dedicated columns for coupon information:
- Discount Description: The coupon code name that was applied
- Discount Amount: The dollar value that was discounted from each transaction
This report allows you to analyze coupon performance, track redemption patterns, and measure the effectiveness of your promotional campaigns.
Deleting or Deactivating Coupons
When a promotion ends or you no longer want to offer a specific discount, you have two options for removing coupons from circulation.
To permanently delete a coupon:
- Go to My Practice > Billing & Payments > Coupons.
- Locate the coupon in your list.
- Click the More Options menu (3 dots) beside the coupon name.
- Select Delete from the menu.
- Click the Delete button in the pop-up to confirm your selection.
Alternatively, you can effectively deactivate a coupon without deleting it by editing the coupon and setting an expiration date in the past. This approach preserves the coupon in your system for reporting purposes while preventing any future redemptions.
Whether you're running flash sales, rewarding loyal clients, or promoting new services, Practice Better's coupon system gives you the tools to create compelling offers that drive bookings. If you need assistance setting up your promotional strategy, our support team is here to help.