Coupons let you offer discounts on your treatments, packages, memberships, and retail products to boost conversions at checkout. You can create percentage or fixed-amount coupons, control when and how often they can be used, target specific products or pricing tiers, and decide how long a discount applies to a subscription.
Coupons work across many of your checkout surfaces, including:
Funnels (order forms)
Online store
Websites
Payment links
Calendars
Services
Gift card sell page
Business-facing subscription creation
Note: Coupons are not supported on estimates and invoices. Certain coupon settings are also not supported for subscription payments made with PayPal (see the FAQ below).
In the Payments section, open Coupons, then click Create Coupon. Enter the required details to build your new coupon.
Coupon Name: An internal reference for your coupon, for example SUMMER SALE 2025.
Coupon Code: The code patients enter at checkout. It must be alphanumeric with no spaces or special characters, and it is case-insensitive (automatically converted to uppercase). Click Generate to auto-create a code.
Choose between two types:
Percentage-Based: Applies a percentage discount on the total. For example, a $100 cart with a 25% coupon becomes $75.
Fixed Amount: Applies a set discount regardless of order size. For example, a $100 cart with a $25 coupon becomes $75.
Then enter the discount value in the field provided.
Note: Coupon currency is automatically set to your account currency and cannot be changed manually.
Define when the coupon is usable:
Start Date and Time: When the coupon becomes active.
End Date and Time: When the coupon expires.
If no end date is set, the coupon remains active indefinitely.
Apply the controls you need:
Limit Total Redemptions: Restrict how many times the coupon can be used overall, for example 100 uses.
Limit to Selected Products: Restrict the coupon to specific products, and even to certain prices or variants within a product. You can select multiple products.
Limit to One Use per Customer: Prevent a single patient from reusing the coupon.
For recurring products, control how long the discount applies:
Forever: The discount applies to every billing cycle.
Multiple Months: The discount applies for a fixed number of months, then stops.
For example, a $100 per month membership with a 20% coupon for 3 months means the patient pays $80 per month for the first three months, then returns to $100 per month. This applies regardless of billing frequency.
Review the details, then click Create. Your coupon is now active, or scheduled based on your validity settings.
You can edit a coupon's settings, such as its name, limits, or validity, at any time. Changes apply only to future uses. Past orders where the coupon was already applied remain unchanged.
In the Payments section, open Coupons.
Find the coupon you want to change and click the three dots (menu options) next to it.
Click Edit.
Make your changes.
Click Save.
In the Payments section, open Coupons.
Find the coupon you want to remove and click the three dots next to it.
Click Delete.
Confirm by clicking Delete again.
When you create or edit a coupon, look for the checkbox labeled "Also apply to recurring/future payments based on a duration or forever, if applicable." When checked, choose Forever or Multiple Months.
How the discount applies depends on the product type:
One-time product: The duration setting has no effect. The discount applies only once.
Subscription product: The discount follows the selected duration. Once applies to the first payment only, Forever applies to all recurring payments, and Multiple Months applies for the defined number of months and then stops.
The selected duration appears in the coupon details and management views, and on the subscription and order details pages you will see phrases such as "10% off for first 4 months," "$10 off for 1st month," or "10% off for all payments."
A few examples:
A monthly subscription with a coupon set to Multiple Months (4) applies the discount for 4 months from the date the coupon is applied.
An annual subscription with a coupon set to Forever applies the discount for the life of the subscription. Set to Multiple Months (4), it would not apply to the annual renewal after 12 months, because it only covers payments in the next 4 months.
A weekly subscription with a coupon set to Multiple Months (2) applies the discount to every weekly payment for 2 months, roughly 8 times.
Subscription frequency (daily, weekly, monthly, quarterly, annually) does not change how many payments receive the discount. Only the defined duration matters. For a scheduled subscription, the coupon applies from the subscription's start date (active or trial). Existing coupons keep their original behavior: if the checkbox was previously checked, the default duration is Forever; if unchecked, the default is Once.
Instead of limiting a coupon to an entire product, you can apply it to all prices or variants under a product, or only to specific prices or variants. This is useful for discounting a single pricing tier or one product option without duplicating products.
In the Payments section, open Coupons.
Click Create Coupon, or open an existing coupon and click Edit.
Enter the coupon details, including code, discount type, and discount value.
In the product selection area, choose the product the coupon should apply to.
Use the nested selection view to choose the full product, all prices or variants under it, specific prices, or specific variants.
Save the coupon.
Test it on the relevant checkout surface, such as a funnel, form, store page, payment link, or calendar booking page.
If needed, go to Automation, then Workflows, and add a coupon-based trigger (Coupon Code Applied or Coupon Code Redeemed). Select the product first, then choose the price or variant filter.
Selecting the full product automatically includes all current and future prices or variants. If a coupon is set for a specific price or variant, it only applies when that exact option is chosen at checkout. Existing subscriptions and past transactions continue using the older coupon logic for backward compatibility.
The coupon input field appears only when a valid coupon exists. If none applies, the field is hidden automatically.
Discounts are shown in the checkout summary, applied proportionally across applicable products, and visible in order details.
Many checkouts (funnels, payment links, and more) have a builder-level option to enable or disable coupon visibility and application.
Important behaviors and limits:
Coupons apply to both one-time and recurring products, but not to one-click upsells in funnels.
A coupon can reduce a cart to $0. The patient may still need to enter card details for verification, depending on the builder-level setting.
100% discounts are supported by most providers except PayPal.
Coupon codes are case-insensitive and unique, and discounts are distributed proportionally across products.
Coupons do not apply to setup fees on subscription products, only to the actual subscription payment amount.
Can I create a free product using a coupon? Yes. Use a 100% discount coupon.
Can I edit or delete coupons later? Yes. You can edit, delete, or view usage history at any time. Edits apply only to future uses.
Can a coupon apply to both one-time and subscription products in the same order? Yes. It applies to both, and for subscriptions it follows the configured duration (once, multiple months, or forever).
What happens if a coupon is applied to a product with multiple quantities? The discount is based on the total value of that product (quantity times price). For example, a $20 product bought in a quantity of 5 with a 10% coupon gives a $10 discount (10% of $100).
Can I change a coupon after it has already been used? Yes, you can edit settings like name, limits, or validity, but changes only affect future uses. Past orders stay as they were.
Does a coupon apply to setup fees? No. On subscription products, a coupon applies only to the actual subscription payment amount, not to setup fees.
Why is my coupon not applying to another variant of the same product? The coupon only applies to the prices or variants selected in its configuration. If a different, unincluded variant was chosen at checkout, the coupon will not apply.
Which coupon configurations are not supported with PayPal? Two configurations do not work with PayPal for subscriptions: a Multiple Months duration (it would charge for the entire subscription instead of the set months), and a coupon that reduces a subscription order to $0 (a 100% off or amount-based coupon that zeroes the total).
Are coupons supported on invoices and estimates? No. Coupons are not supported on estimates and invoices. They work on funnels, the store, websites, payment links, calendars, services, and the gift card sell page.
