How to Create and Manage Promo Codes for Online Bookings

This article explains how to create and manage promo codes for online bookings in your Pabau account.

Step 1: Navigate to Setup 

Start by logging into your Pabau account using your login credentials. Then, navigate to the Setup page. Under the Financials section, locate the Discounts tab.

Step 2: Create a Discount

To create a new discount, navigate to the "Create Discount" button at the top right corner of the page. 

Step 3: Configure Discount Settings

In the General tab, complete the fields below:

Type: Choose the type of discount you'd like to offer for your services—either a flat rate (e.g., $20 off) or a percentage (e.g., 20% off).

Discount Name: Enter a memorable name for the discount or promotion to easily identify it later (e.g., "Summer Special" or "New Client Offer").

Flat Rate/Percentage Amount: Based on the discount type you selected, enter the exact amount of the discount—whether it's a specific dollar amount or a percentage reduction.

Discount Code: Input the unique promo code that clients will use to redeem this discount during their booking or checkout process (e.g., "SUMMER20" or "WELCOME10").

In the Rules tab, complete the following:

Services: Choose the specific service(s) that the promo code will apply to, ensuring the discount is only used for relevant offerings.

Locations: Select the location(s) where this discount will be available.

Employees: Choose the employee(s) for whom the discount will apply. When a client books with any of these employees, the discount will be activated.

After filling out all of the fields, navigate to the top right corner of the screen and ensure the "Active" toggle is enabled, then click the "Create'" button to finalize. 

Step 4: Navigate to Online Bookings 

To access your online booking portal, navigate to Setup and find the Online Bookings tab under the Services section. 

Step 5: Allow Promo Codes

Click the Customize button on the right side of the screen to configure your online booking portal.

Switch to the "Your booking details" subtab. On the left-hand side, you will find the option to allow promo codes to be used in your online booking portal. 

Tick the option to enable promo codes and click "Save Changes" in the top right corner of the screen to finalize. 

Step 6: Entering Promo Code

With the promo code setup complete, a promo code field will appear during the payment step of online booking when clients book a service covered by the discount rules and requiring full payment. Clients can then enter their promo code to apply the discount.

If the code is valid, it will be recognized, and the discount will be automatically applied to the total.

By following these steps, you can create and manage your promo codes for online bookings.