Advisor Help: How to Create Coupon/Refferal Codes

Step 1: Navigate to Product Catalog > Coupons, then click “+ New” in the top right corner

Step 2: Name your coupon (this is for internal use only), choose % or fixed $ discount, specify the amount.

Optional: Specify if the discount applies only to a specific product.

IMPORTANT: Specify the duration of the discount. For example, if the discount only applies to

the first 3 installment payments, then we would put 3-months. If you leave it as “Forever” it will

also apply to any future subscription payments, which may not be the intention

Step 3: Choose “Use customer facing coupon code” to create a specific code to share with clients. Add additional options like “first time order only” or an “expiration date” if necessary. Then click “Create Coupon”