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Introduction
Welcome to this comprehensive guide on how to use 'Coupons' in the Truckbays dashboard. This guide will provide a step-by-step walkthrough and address some frequently asked questions regarding Coupons.
Before getting started
Here are some frequently asked questions about the 'Coupons' tab.
How do Coupons work?
Please note the following key points about using coupons. Coupons are applicable only to monthly reservations. They can only be used before checkout or during an invitation, not after a reservation has been created. Additionally, coupons are applied to each selected bay individually, not to the total price. For example, if you have a $20 coupon and a customer uses it for 3 bays, the discount will be applied to each bay separately, not the total price. With these guidelines in mind, you'll be able to maximize the benefits of the Coupons feature.
What is a Coupon used for?
A coupon in Truckbays is used to provide a customer with a discount for a specified time period before a reservation has been created. This is not intended for permanently altering a specific customer's price after a reservation has been created; for that, use our "Price Points" feature. A coupon can be applied to specific customers or the entire lot. For instance, if you're running a promotion for your yard, the first few people who sign up with a specific coupon code could receive a $20 discount on their first month.
What is the difference between an automatically applied coupon and a manually applied coupon?
An automatically applied coupon will apply the discount to all customers when they sign up, meaning customers will see the discounted price on your listing (view step 6). A manually applied coupon, on the other hand, requires the customer to enter the coupon code at checkout for the discount to be applied (view step 7).
How can customers find out about coupons
At the end of the coupon creation process, you can copy the coupon code and share it as you see fit, depending on the parameters of the coupon. For example, you can share a coupon code on your yard's social media, and whoever applies the code at checkout will get 10% off.
Can I cancel a Coupon?
Yes, a coupon can be canceled at any time by selecting "View details" and clicking "Cancel." This will take effect the next time the customer is charged.
Step-By-Step
What are Coupons?
This guide will help you efficiently navigate the Truckbays dashboard and fully utilize the Coupons feature for smooth and effective operations.
1. To access the coupons tab select "Coupons" from the main dashboard. This will take you to a detailed list of all created coupons.
This is how you access the Coupons feature.
2. To create a new one select "Create New Coupon"
Create a new coupon.
3. Before moving on read some quick information about coupons when your ready to move on Click "Got it, Let's go!"
Acknowledge and proceed.
4. This will take you to the coupon creation tab. Start by entering a name for your coupon.
Enter a name for the coupon. (Note: This is not the coupon code.)
5. Here you can select the option that best fits for your use case. For each option you can see an example illustration bellow.
Please chose carefully as this is an important step in the coupon process.
6. Here you can see the second option.
View the example and select the option that best suits your use case.
7. Click "Next" when you have selected your choice
Proceed to the next step.
8. Here you can select between a fixed amount and a percentage discount.
This will determine the kind of discount amount.
9. When you have made your choice click next Click "Next"
Proceed to the next step.
10. Here you can select the frequency of the discount applied. You can chose between "One time" or "Reccuring"
This will determine the frequency of the discount.
11. Click "Next" when you have made your selection.
Proceed to the next step.
12. Here you can chose the maximum number of times a ticket can be applied
This determines the amount of times that customers will be able to use this coupon.
13. Click "Next" when you have made your selection.
Proceed to the next step.
14. Click here to select the date of expiration for a coupon.
Choose the option to select a date in which the coupon will no longer function.
15. Select the date your would like for the ticket to expire on.
Select the date from the calendar.
16. Click "Next" to move forward
Proceed to the next step.
17. If you would like to add a limit to the amount of times a coupon can be used click here.
If necessary, leave the field empty for unlimited use.
18. To move on click "Next"
Proceed to the next step.
19. To add a minimum amount spent for the coupon to be valid click here otherwise click "Next"
For example if the minimum value is 25$ then a customer would have to spend at least 25$ for the coupon to be valid.
20. Here you can select whether the coupon applies to whover has the code, or just a single customer
Chose the option that best fits your use.
21. If you selected "Yes" enter the customers phone number.
The coupon will only be valid for that customer.
22. Click "Save" once you have finished
Save the changes.
23. Done! to return to the Coupons tab click "Back to Coupons".
Return to the Coupons section.
24. Click "View details" to open a detailed view of a a created coupon.
View the coupon details.
25. Here you can see a comprehensive view of a created coupon.
This view will show you everything you need to know about a coupon.
This guide delves into creating and managing coupons on the Truckbays platform for customer onboarding. Follow the engaging instructions provided to streamline your workflow seamlessly.