Allow clients to enter a discount code when booking an appointment through a scheduler that requires payment. You choose which discount codes are available for each scheduler template in the scheduler builder.
Before you start
Before enabling discounts on a scheduler, make sure you have the following in place:
At least one discount template with a discount code, created at Invoicing ➔ Discounts
A scheduler template with a Price configured in the Payment card — discounts only apply to the invoice generated by a scheduler, so a price is required
How to allow clients to apply a discount when scheduling
To enable discounts on a scheduler template, open the template in the scheduler builder and configure the Payment card on the Advanced tab.
Navigate to Events ➔ Scheduler Templates.
Open the scheduler template you want to edit, or create a new one.
Click the Advanced tab.
In the Payment card, confirm that a Price and Item name are already set. If not, enter them now.
Toggle Allow discounts on.
Click the Select discounts... field that appears. Type to search for a discount by name, then click it to select it.
Repeat to add more discounts. Each selected discount appears as a badge — click the X on a badge to remove it.
Changes save automatically as you work.
Clients can only apply one discount code per invoice, but you can make multiple discount codes available on the same scheduler. Each client who books will enter whichever code applies to them.
How clients use the discount code
After a client selects a time slot and completes any required forms, they see the invoice with a field to enter a discount code. The discount is applied to the entire invoice, pre-tax.
Discount codes are case-sensitive. If a client enters the code with different capitalization, they will get an invalid code error.
Any max uses or expiration date restrictions you set on the discount template still apply when a client uses the code through a scheduler.
FAQ
Where do I create a discount code?
Discount codes are set up in your discount templates. Navigate to Invoicing ➔ Discounts to create or edit a discount and assign it a code.
Can I automatically exclude certain line items from the discount?
No. The discount applies to the entire invoice — you cannot exclude specific line items.
I attached a proposal as an additional form to the scheduler. How do discounts work?
When a proposal is attached as the additional form, the scheduler's line items and any packages selected on the proposal are combined on a single invoice. Any discount code enabled on either the scheduler template or the proposal template will be accepted. Only one code can be applied to the invoice at a time.
My client entered the correct discount code but keeps getting an invalid code error.
Check that the code is entered with exact capitalization — discount codes are case-sensitive. Also confirm that the specific discount is enabled on this scheduler template in the Payment card. If the discount has a max uses limit that has been reached, or the expiration date has passed, the code will also be rejected.
Does applying a discount code count toward the discount's max uses?
Yes. As soon as a client applies a code to an invoice, it counts as one use — even if they do not ultimately pay. To recover uses, increase the max uses on the discount template, or manually remove the discount from the unpaid invoice.