To send the coupon to a customer via notification you need to configure it the following way:
To create a new coupon simply click on the “+ New Coupon” button located at the top of the page. After opening a dialog you need to provide the “code” for your coupon (coupon name that customers will enter to get a discount), “discount” (expressed in percentage), “deduction” (reduced amount of selected “Currency” setting in the “Payments Settings”), the “maximum number of times the coupon can be used”, and select the “Service(s)” and/or “Event(s)” the coupon is valid on. There are several options for the automatic sending of coupons, so you will also see the option to set “Maximum usage per customer” and the whole new tab called “Notifications”.
In the “Notifications” tab you can now set “Notification interval” and define after how many scheduled appointments or events the customer will receive the coupon code in the notification automatically. Also, you can enable the option “Recurring notification” if you want to send this code again in case the customer didn’t use the code for a discount.
Once you are done entering the coupon information, simply click on the “Save” button and the newly created coupon will appear together with other coupons in the list. Once you create a coupon, customers can enter the coupon code on the “Confirm Booking” modal to reduce the price of their appointment.
Please note:
In order for the coupon code to be sent, you need to paste the coupon code placeholder into the notification template (found in the </>Email Templates menu in Amelia/Notifications)
If the customer used the coupon code, it will not be sent again in the notification even though you have enabled the recurring option
The coupon code will be sent after the customer schedules X number of the same appointments (with the same services)
As for the events, the coupon code will be sent after the attendee books an X number of different events
thank you for your response. However... that was not my question. Please see my thirst post with the screenshot. I simply want to know what's the difference between coupon and discount (Rabatt in German). And where can I define a discount.
The elements you are highlighting in your screenshots are for using coupons with our Step 1.0 Form.
The discount that you set on the coupon in Amelia Finances/coupons is the one that will show when a customer uses it during a booking.
- For example, if you set a Discount as a percentage, when a customer applies the Coupon - Amelia calculates the value of the discount and places it in this field.
Here is an example with screenshots :
Before the customer uses the coupon, the discount is just static without any value.
When a customer uses the coupon, if you set it as percentage - it calculates and inputs the value here
Or if you use a fixed value as "Deduction amount" then it will simply show the amount there as "discount" and will subtract from the main price, to calculate "total cost" beneath.
If that is not clear enough,
we additionally made a video for you that will show you in more details exactly how that discount value works with coupons.
I figured the coupons but I still don't know and can't find any information about the discount option.
The event shows base cost, discount and add coupon. There has to be a difference, I guess.
See screenshot attached.
Hello Barbara,
Thank you for reaching out to us.
My apologies for the additional questions, can you please elaborate on what you are referring to?
Looking forward to your reply.
Kind Regards,
Uros Jovanovic
[email protected]
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see screenshot. Does that help?
here the attachment...
Hello Barbara,
The coupon field is where the customers need to add their coupons. The discount is the amount that will be deducted from the full price.
Hope this helps you.
Please let me know if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
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Hi,
okay, let me rephrase my question: where can I put in discounts if I like to give a discount for a service or an event?
regards, Barbara
Hello Barbara,
To send the coupon to a customer via notification you need to configure it the following way:
To create a new coupon simply click on the “+ New Coupon” button located at the top of the page. After opening a dialog you need to provide the “code” for your coupon (coupon name that customers will enter to get a discount), “discount” (expressed in percentage), “deduction” (reduced amount of selected “Currency” setting in the “Payments Settings”), the “maximum number of times the coupon can be used”, and select the “Service(s)” and/or “Event(s)” the coupon is valid on. There are several options for the automatic sending of coupons, so you will also see the option to set “Maximum usage per customer” and the whole new tab called “Notifications”.
In the “Notifications” tab you can now set “Notification interval” and define after how many scheduled appointments or events the customer will receive the coupon code in the notification automatically. Also, you can enable the option “Recurring notification” if you want to send this code again in case the customer didn’t use the code for a discount.
Once you are done entering the coupon information, simply click on the “Save” button and the newly created coupon will appear together with other coupons in the list. Once you create a coupon, customers can enter the coupon code on the “Confirm Booking” modal to reduce the price of their appointment.
Please note:
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
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Hi,
thank you for your response. However... that was not my question. Please see my thirst post with the screenshot. I simply want to know what's the difference between coupon and discount (Rabatt in German). And where can I define a discount.
Barbara
Hi, Barbara
The elements you are highlighting in your screenshots are for using coupons with our Step 1.0 Form.
The discount that you set on the coupon in Amelia Finances/coupons is the one that will show when a customer uses it during a booking.
- For example, if you set a Discount as a percentage, when a customer applies the Coupon - Amelia calculates the value of the discount and places it in this field.
Here is an example with screenshots :
Before the customer uses the coupon, the discount is just static without any value.
When a customer uses the coupon, if you set it as percentage - it calculates and inputs the value here
Or if you use a fixed value as "Deduction amount" then it will simply show the amount there as "discount" and will subtract from the main price, to calculate "total cost" beneath.
If that is not clear enough,
we additionally made a video for you that will show you in more details exactly how that discount value works with coupons.
https://watch.screencastify.com/v/cZdf7JKbaZKyfvFFHI0Y
Please check more details on how coupons work here.
You will notice in this Video we also show you how this logic works for Old Step Form, and for the New Step Form,
also we show how you can set discounts for Packages of Services.
Since you have Basic licence - if you need Packages feature, you will have to upgrade, since it is available only for Pro and Developer licences.
-
Let us know if everything is clear now and if you have any additional questions. Thank you
Kind Regards,
Miloš Jovanović
[email protected]
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Thanks, I understand now. I thought it's a second way to give some discount. But now I understand it just shows the amount of the coupon. Thanks.
Hi, Barbara
No problem at all.
Anything else that we could assist with, please don't hesitate to create new tickets.
Have a great day!
Kind Regards,
Miloš Jovanović
[email protected]
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