Open Coupons
From the left navigation, select Plans and offers.
Select Coupons.
The Coupons list
The Coupons list shows every coupon you've created. From here you can search by coupon name or promo code, filter the list, review usage, open a coupon to edit it, or select Add new coupon.
For each coupon, the list shows
Name and promo code
Status
Validity, the period when the coupon can be used
Discount
Channel, where the coupon can be used
Usage
Date created
Choose a coupon type
Select Add new coupon, then choose one of the two coupon types.
Coupon type | Use it when | Example |
Discount on total sales | You want to discount the whole sale, whatever items are purchased or whoever sold them. | 20% off the total sale, or $20 off purchases over $100 |
Discount on specific items | You want to discount only certain services, products, packages or gift cards, or items sold by specific staff. | 20% off facials, or $10 off selected products |
Create a "Discount on total sales" coupon
This coupon type has four steps. Basics, Discount, Advanced settings and Review.
Step 1. Basics
Set the coupon's name, where it can be used, when it's available, and how often it can be redeemed.
Coupon name
Enter a clear name, such as Welcome, Fall 2026, Birthday or Holiday Special. This name appears wherever the discount is shown on invoices and reports.
The name can't match any of your other non-archived coupons. You can reuse the name of an archived coupon.
Redemption channel
Choose where the coupon can be redeemed. You can select one or both channels.
In-house lets staff apply the coupon at checkout.
Online lets clients enter a promo code when they book online.
If you select Online, enter a promo code or select Generate to create one automatically. Promo codes
are only available for online coupons
must be 5 to 50 characters long
aren't case-sensitive
must be unique across your business
Start and end dates
Set a start date, then either set an end date or select No expiration. The coupon's status in your Coupons list updates automatically based on these dates.
Status | What it means |
Scheduled | The start date hasn't arrived yet. |
Available | The coupon has started and hasn't expired. |
Expired | The end date has passed. |
Total usage limit
Set the maximum number of times the coupon can be redeemed across your business, or select No limit.
Per-client usage limit
Set how many times each client can redeem the coupon. Choose No limit or Only once, or enter a custom number.
Step 2. Discount
Choose a Percentage or Fixed amount discount.
Percentage discount
Enter the percentage to take off the sale. You can also set a Maximum discount amount so the discount never goes above a set dollar value.
Example A 20% coupon with a $50 maximum discount never takes off more than $50, even when 20% of the sale is more than $50.
Fixed amount discount
Enter the dollar amount to take off the sale. You can optionally set a Minimum purchase amount that the sale must reach, before taxes, for the coupon to apply.
Example A $20 coupon with a $100 minimum purchase can only be used when the sale is at least $100 before taxes.
Step 3. Advanced settings
Customer eligibility
Choose who can use the coupon. Select All clients, New clients or Returning clients.
Location eligibility
If your business has more than one location, select All locations or limit the coupon to specific locations.
Use with other coupons
Can be combined means this coupon can be applied to an invoice that already has another coupon on it.
Cannot be combined means no other coupon can be applied to the same invoice.
Staff commission
If you use Yocale payroll and commission reports, choose how commission is calculated on sales that use this coupon.
Option | How it works |
Calculate on discounted price | Commission is based on the price after the discount, so the staff member and the business share the cost of the discount. |
Calculate on regular price | Commission is based on the original price, so the business covers the full cost of the discount. |
Step 4. Review
Check your settings. To change anything, select Edit beside that section. When everything looks right, select Create coupon.
Create a "Discount on specific items" coupon
Use this coupon type to discount specific services, products, packages or gift cards, or items sold by particular staff members. For example
20% off facial services
$10 off a selected product brand
$10 off each eligible product when a client buys at least 3
$50 off services sold by selected staff
20% off early morning or weekday appointments
This coupon type has five steps. Basics, Discount, Eligibility, Advanced settings and Review. Basics, Advanced settings and Review work the same way as for a Discount on total sales coupon. The Discount step has extra options, and the Eligibility step is only used for this coupon type.
Step 1. Basics
Set the coupon name, redemption channel, start and end dates, and usage limits. These settings work the same way as in Step 1 of a Discount on total sales coupon.
Step 2. Discount
Choose Percentage or Fixed amount. Your choice decides which purchase conditions and application rules are available.
Percentage discount
Enter the percentage to take off each eligible item. You can optionally set a Maximum discount per item and a Minimum item purchase amount.
Example A 20% coupon on facial services with a $10 maximum discount never takes more than $10 off each facial, even when 20% of its price is higher.
When an invoice has more than one eligible item, choose which items get the discount.
All eligible items applies the discount to every eligible item.
Cheapest item applies the discount only to the lowest-priced eligible item.
Example A client's invoice includes two facial services. With All eligible items, both facials are discounted. With Cheapest item, only the lower-priced facial is discounted.
Fixed amount discount
Enter the dollar amount to take off each eligible item. You can optionally set a Minimum item price that an item must meet to qualify.
Example A $20 discount on services with a $50 minimum item price only applies to services priced above $50.
When a line item has more than one unit, for example a client buying 2 bottles of shampoo, choose how the discount applies.
Option | How it works | Example |
Once per eligible item | The discount is applied once to the line item, whatever the quantity. | A $20 discount on 2 bottles of shampoo takes $20 off. |
Per unit purchased | The discount is multiplied by the quantity. | A $20 per-unit discount on 2 bottles of shampoo takes $40 off (2 × $20). |
If you choose Per unit purchased, two more options are available.
Minimum unit purchase is the number of units the client must buy to qualify. With a minimum of 2, the client must buy at least 2 of the same item.
Maximum discounted units is the most units that receive the discount. With a $20 per-unit discount and a maximum of 3, the most a client can save on that item is $60 (3 × $20), however many they buy.
Step 3. Eligibility
Staff eligibility
All staff means the coupon applies whichever staff member is linked to the sale.
Specific staff means only items sold by the staff you select qualify.
If you choose Specific staff, a list of your team appears. Search or filter by category, select the staff to include, then select Add.
Coupon applies to
Choose which items qualify for the discount.
Specific types applies the coupon to whole categories, such as Services, Products, Packages or Gift Cards.
Specific items applies the coupon only to the items you choose. Open the tab for the item type, select Add, then choose items from the list. You can search or filter by category to find items quickly.
Appointment eligibility
For coupons that apply to services, you can optionally limit which appointments qualify. Use any combination of these rules.
Appointment dates to choose which dates qualify
Days of the week to choose which days qualify
Appointment times to choose which times of day qualify
Note These rules are based on when the appointment takes place, not when the client books it or when the coupon is applied.
Example To create an off-peak discount, limit the coupon to Monday to Thursday, 10:00 AM to 2:00 PM. Clients can book at any time, but the appointment itself must fall within those days and hours.
Step 4. Advanced settings
Set Customer eligibility, Location eligibility, Use with other coupons and Staff commission. These work the same way as in Step 3 of a Discount on total sales coupon.
Step 5. Review
Check your settings. To change anything, select Edit beside that section. When everything looks right, select Create coupon.
Manage existing coupons
Open any coupon from the Coupons list to view or change its settings and see how it's performing.
Note Changes only apply to future sales. Discounts already applied to past sales stay the same. Archived coupons are read-only and can't be edited.
Enable or disable a coupon
Turn a coupon on or off from the Coupons list or from inside the coupon. A disabled coupon can't be redeemed, but its past usage and reports stay the same.
Remove or archive a coupon
You can remove a coupon that has never been used. If a coupon has been used, archive it instead. An archived coupon can no longer be redeemed but stays in your reports, so your sales data is protected.
Note Removing or archiving a coupon can't be undone.
Duplicate a coupon
To create a similar coupon without starting from scratch, select Duplicate from the Coupons list or from inside the coupon. Check the copied details, make any changes, then save.
Apply a coupon at checkout
Staff can apply in-house coupons to an invoice.
Open the invoice and select Apply coupon.
A list of coupons that are eligible for the items on the invoice appears. Search by coupon name or promo code if needed.
Select the coupon to apply it.
Where the discount appears
A coupon for the whole sale appears in the invoice summary, after the Subtotal and before Taxes.
A coupon for specific items appears on each eligible line item.
The invoice's Coupon section lists every coupon applied, with the coupon name, the configured discount and the actual amount discounted.
Apply more than one coupon
Select Apply coupon again. Coupons can only be used together if each one is set to Can be combined.
Remove a coupon from an invoice
You can remove a coupon until the invoice is paid. In the invoice's Coupon section, select Remove beside the coupon and confirm.
Note Staff can remove coupons applied in-house, but not coupons a client applied during online booking.
How clients use promo codes online
Clients can redeem online coupons by entering a promo code when they book.
On the Review page of online booking, the client selects Add promo code.
The client enters the promo code and selects Apply.
If the code is valid and the booking is eligible, the discount is applied.
The coupon stays attached to the appointment in your calendar, so staff can see it before checkout. When the appointment is checked out, the coupon and its discount carry over to the invoice automatically.
Coupon reports
You can review one coupon's performance from its detail page, or download a report that covers all your coupons.
View a single coupon's performance
From the left navigation, select Plans and offers, then Coupons.
Open a coupon and select Performance.
The top of the page shows these metrics.
Metric | What it shows |
Usage | Total redemptions compared with the usage limit, and how many remain if a limit is set |
Clients | How many clients used the coupon, split into new and returning clients |
Generated revenue | Total revenue from sales where the coupon was redeemed |
Applied discount | Total value of discounts given through the coupon |
Items purchased | Total items bought with the coupon, broken down by services, products, packages and gift cards |
Below the metrics, the usage list shows every redemption with the sale date, client, item, item category, quantity, location, seller, applied discount and generated revenue. You can filter by sale date, search for a client, open the related invoice or booking, or download the list as PDF or Excel.
Download the coupon performance report
Go to the Reports page and scroll to the bottom. Download the coupon performance report as Excel or PDF to compare all your coupons side by side. The report includes
Coupon details | Usage and clients | Sales |
Name and promo code Start and end dates Discount Coupon type Redemption channel Status Date created | Usage and limit Total clients New clients Returning clients | Total items purchased Services purchased Products purchased Packages purchased Gift cards purchased Generated revenue Applied discount |