Coupons let you offer one-time or recurring discounts on your services to customers through coupon codes. You can manage all coupons by navigating to Marketing > Coupons in your Swift Admin Dashboard.
Coupons in Swift are a great way to promote your services. They're also an ideal way to launch your business, if you're just getting ready to open your facility.
Other common use cases include:
Early bird pricing on programs
Private loyalty discounts for certain customers or teams
Promoting new instructors or trainers at the facility via discounted lessons
Referral programs
The coupon feature is very flexible, and can easily accommodate the above use cases (and more!)
To view the existing coupons at your facility, just navigate to Marketing > Coupons in your Swift Admin Dashboard. There, you'll see a list of the different coupons already created at your facility. If you've never setup a coupon before, you should see a card that prompts you to create one.
To create a new coupon, click on the "+ New" button on the top right. You will land on the "Add Coupon" form, which is what you'll need to fill in order to create the coupon.
Let's go through each of the items on this form step-by-step.
Here you can set a name for this coupon (ex: Early Bird), as well as an optional description. Both of these fields are internal, so you don't need to worry about customers seeing this.
Now you can set a variety of details specific to the kind of discount that this coupon will provide. Let's go through each item.
First, you can specify the type of discount (percentage off, or a fixed dollar amount off). Then, you can enter the percentage or amount accordingly.
Here, you can specify whether the coupon "Applies to" specific individual services (ex: Hitting Lesson, Summer Camp) OR groups of services (ex: "All Rentals" or "All Memberships").
Depending on what you choose in the "Applies to" section, you'll have the ability to choose those specific services, or the groups in the dropdown.
This field is relevant, only if your coupon can apply to memberships. For memberships, a duration of "once" means that the discount will only apply on the first billing period or payment. Subsequent payments will not be discounted.
If the duration is set to forever, the first payment and all subsequent payments will have the discount applied throughout (to every payment).
If the coupon is for all other service types, such as Rentals, Lessons and Classes, Packages, you can set it to once.
Now you can set a title for the coupon code that customers will need to enter during checkout to redeem this coupon. You can either type in a code manually (ex: SUMMER10) or you can have the software auto-generate one for you.
For seasonal or time-bound promotions, you can set specific dates that the coupon is valid between. This means you control when customers can apply the coupon during checkout.
If a Start Date is set, customers cannot use the coupon before that date.
If an End Date is set, customers cannot use the coupon after that date.
Leaving either field blank means there’s no restriction on that end of the range.
Note: The date range only applies to when the coupon can be used, not when the session, booking, or service takes place. For example:
A coupon with a valid date range of February 1st to February 10th means customers can apply the coupon only during those dates.
However, they can still book sessions for any future date, as long as they use the coupon within the valid timeframe.
You can also indicate if this coupon is redeemable by all customers, specific groups of customers (ex: Members only), or individual customers and their kids.
Once you've made the selection, you'll have the option to either enter the group/membership that's eligible, or the specific customers in the dropdown.
Finally, you can also set limits on how often a coupon can be redeemed - either in total, or per customer. This is great for limited-time promotions, and increasing urgency amongst your clients.
To edit a coupon, click into the specific coupon from the Marketing > Coupons page and you will be taken to the "Edit Coupon" form.
Here, you can edit any of the details mentioned above. Just remember to click "Save" at the bottom to apply your changes!
To make it easier to create multiple coupons, you can click into an existing coupon on the Marketing > Coupons page, and then click the "bottom arrow" icon on the top right, beside the "Copy direct booking link" button.
You'll now be navigated to a new "Add Coupon" form, with all the details of the previous coupon filled in! The title will have the word "(Copy)" added to it, to indicate that this is a duplicated coupon.
Instead of deleting coupons, you can keep them around and just "disable them" or "make them inactive" if you'd like to temporarily stop offering that discount.
To do this, just click into a coupon and Click "deactivate coupon" on the top right. This will prevent customers from being able to redeem the coupon.
When you're ready, you can click "Activate coupon" and it'll now be redeemable again.
To delete a coupon completely, click into an existing coupon and scroll down to the bottom of the page. There, you'll see a "Delete" button on the bottom left.
This button may be disabled if you don't have the permission to delete it (in which case, you should talk to the owner or someone with more access).
Click Delete and hit "Confirm" on the modal to remove this coupon. Remember, this action cannot be undone.
Currently, the system does not have a built-in referral or commission tracking feature.
However, you can track referrals manually by creating a unique coupon code for each employee or person. They can share their specific code with others, and when it is used at checkout, the system will automatically record:
How many times the coupon has been used
Who used the coupon
This method allows you to monitor and credit referrals based on coupon usage.
