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Coupons & Discount Codes

Create and manage discount codes for your CoachRx coaching packages and storefront products. Covers setting up coupons, how clients apply them at checkout, and where they appear.

Coupons & Discount Codes

Coupons let you offer a discount on your coaching packages and storefront products, whether for a launch promotion, a returning client, or a referral. This article covers creating codes, how they apply at checkout, and a few things to know.

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Coupons are part of the Business Suite and require an Owner or Super Admin role to manage.

Creating a discount code

  1. Go to the Business Suite in the CoachRx web app.

  2. Open the coupons or discounts area.

  3. Create a new code and set its value, either a percentage off or a fixed amount off.

  4. Set any limits you want, such as how long the code is valid or how it applies to a subscription.

  5. Save the code and share it with the clients you want to offer it to.

How clients use a code

When a client checks out for a product or package that accepts coupons, they enter the code at checkout and the discount is applied to their total before payment.

Things to know

  • A percentage discount on a subscription can apply on an ongoing basis depending on how you configure it, so double-check the terms before sharing a recurring code.

  • Keep your codes organized and retire old promotional codes so they cannot be reused after a promotion ends.

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