Here is explained how you can track customers who use a certain discount coupon.
Using Appointment Custom Fields, you can create a field to notate the discount coupon used. Here is how you can create this custom field:
From the Setting page (Gear icon on the bottom left corner) go to Appointment custom fields under Scheduling.
On the next page, click on +Add appointment custom field.
A new window will pop-up for you to create a field to notate the discount coupon used. Use the drop-down method, and list your discount options. See examples in the picture below.
Don't forget to hit the Create field button.
Once you have notated each appointment, you can run a report of how much revenue each appointment with a discount generated. To do this, follow these steps:
From your Dashboard go to Scheduling and select List View.
From there you set your time frame, status, and put customers' discount coupon in the field called and matching.
After running this search, you can see a running total under the pink "Show" button.
ADDITIONALLY:
A similar report can also be made using the Customer Custom Fields & the drop-down method. Customer Custom Field can be created the same way as the afore-described Appointment Custom Field. Just make sure you are in the right section of the page.
This report will provide the total that the customer has spent over all of their appointments, regardless of which appointment had a discount applied.
Here is the explanation of where to find the report you might want to run:
From your Dashboard go to Reports>All Reports.
Find a section called "Revenue by Customer Custom Field".
Select the time frame and custom field to be searched for and hit the Run report button.
Tracking discount coupon codes using an export:
To be able to track discount coupon codes, you need to create them first. To learn how to create discount coupon codes, refer to this article.
Go to the Contacts page and under the Actions button, click on Export data...
Under the Appointments tab, select all the fields you want imported but most importantly, select Applied Coupon Codes to be able to see what coupon codes have been used and by whom
Note: This method only applies to coupons that were created under the Coupon Settings My customers will redeem it when they book with us - Multiple codes; each code can only be used once
Key words:
discount coupon, discount tracking, custom field, appointment custom field, customer custom field