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Creating Coupons

Learn how to create discount codes, manage active promotions, and track coupon usage through financial reports.

In this article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff

Overview of Coupon Promotions

Coupon promotions are a powerful marketing tool within Pike13 that you can use to strategically grow your business and revenue. Coupons help you:

  • Attract New Clients: Use targeted discounts to incentivize first-time visits and service purchases.

  • Reward Loyalty: Show appreciation to your existing client base by offering special pricing for repeat business or high-value services.

  • Boost Sales: Promote specific services, courses, or merchandise that you want to highlight or move quickly.

Pike13 provides the flexible tools you need to create, manage, and track these promotions to ensure you meet your business goals.

How Pike13 Coupons Work

Coupon codes can be applied to a wide range of your offerings, including:

  • Monthly and Prepaid Plans

  • Single-Visit and Prepaid Passes

  • Course Registration Fees

  • Merchandise

Key Functionality:

  • Coupons are applied to eligible items on an invoice, not the invoice total.

  • The coupon discount is applied to the item’s original or manually adjusted price before any other discounts, credits, proration, and taxes are calculated.

  • You control the usage—each coupon code can be set to be redeemed a specific number of times.

 

Creating Coupons

  1. At the top of any Pike13 page, tap Settings, and then tap Coupons.
  2. On the Coupons page, tap + New Coupon.
  3. On the New Coupon page, enter a name for the coupon
  4. Add a coupon code (using ALL CAPs and numbers without spaces) that has not been used for any other coupon in your Pike13 business. 
  5. Specify how the discount is calculated and the amount of the discount.coupon_discount.png
  6. Choose each item that is eligible for the discount. This is a search bar, so if you do not see the item appear, start typing in the name.
  7. Choose whether to start the coupon promotion immediately upon saving or on a later date.
  8. Set the end date if applicable.
  9. Choose whether to limit total uses of the coupon at your business.coupon_limit_uses.png
  10. Choose whether to limit uses per client.coupon_-_limit_per_client.png

Best Practice

Creating Coupon Codes

To differentiate each coupon code, you may wish to use an attribute like the date of the promotion. Example: MYCODEMAY2026

Warning

Coupons Only Supported In Browsers

Coupon codes are only supported via mobile or desktop browsers. They cannot be applied when making a purchase via the Client or Branded App.

Editing Coupons

  1. At the top of any Pike13 page, choose Settings and click on Coupons.
  2. On the Coupons page, go to the tab that corresponds to the current status of the promotion that you wish to edit:
    1. Active tab lists promotions that are currently running.
    2. Upcoming tab shows promotions that start on a future date.
    3. Ended tab lists promotions with end dates in the past.
  3. Select the coupon that you wish to review or change.
  4. To review or change coupon name, discount amount, eligible items, start and end dates, or usage limits, click Edit next to the item that you wish to change.coupon_-_edit_field.png
  5. To save changes, click Update.

Note

Updating Usage Limits

Pike13 will not let you set a usage limit lower than the total number of times a code has already been used. When reducing usage limits be sure to take into account uses that have occurred prior to making the change.

Warning

Editing the Coupon Code

Once you have created a coupon, Pike13 stores this unique code in our database. The coupon code cannot be edited. If you wish to create a new code, you will need to create a new coupon.

Deleting Coupons

  1. At the top of any Pike13 page, click Settings, and then choose Coupons.
  2. On the Coupons page, select the name of the coupon promotion you wish to delete
  3. If the promotion is currently running, click End Coupon Promotion.
  4. Select Delete.

Warning

Reporting and Deleted Coupon Codes

Deleting a coupon will remove it from your list of coupons and from reporting. The coupon code will remain on any invoices that have been processed with the code.

Coupon Usage Reporting

  1. At the top of any Pike13 page, click Reporting
  2. In the right menu, select Financials.
  3. Choose the Invoice items report.

  4. Do any of the following:

    1. To see invoice items by coupon code, in the Invoice items summary report choose Invoice items grouped by Coupon code.
    2. To see the sale history of all of your coupon promotions, click the Details button, add a filter for "Coupon code not empty," and then click Finish.
    3. To see the sale history of a specific coupon promotion, click the Details button, add a filter for "Coupon code" "is" enter the coupon code you want to filter by, and then click Finish.
      Tip - The Coupon discounts column shows the amount the coupon discounted from the gross price of the invoice item.

Further Reading