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Overview

Discount codes let you offer special prices to your customers when purchasing any of your services. You can create unique codes that apply percentage-based or fixed-amount discounts to plans, products, bookings, or events. Discount codes are useful for:
  • Welcome offers for new customers
  • Seasonal promotions and sales
  • Referral programs (rewarding both the referrer and new customer)
  • Partner or community discounts
  • Trial offers for specific services
Each discount code belongs to a location and can be configured with:
  • Discount type — percentage (%) or fixed amount
  • Applicable items — plans, products, bookings, or events (or any combination)
  • Validity dates — when the code can be redeemed
  • Use limits — total redemptions and per-customer limits
  • Audience restrictions — members only, contacts only, or both

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How to access

Go to Discount codes.
Requires the discountCodes role.

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Creating a discount code

1

Navigate to Discount codes

Go to Finance → Discount codes and click Add discount code.
2

Enter discount details

The discount code form has five tabs: Discount details, Discounted items, Available dates, Use limits, and Customers.
3

Configure discount details

Fill in the code, description, discount amount, and whether it’s a referral discount (see the section below for details).
4

Set discounted items

Choose which plans, products, bookings, or events the discount applies to.
5

Set availability and limits

Configure validity dates, published dates, and use limits.
6

Save

Click Save to create the discount code. You can assign it to specific customers later from the Customers tab.

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Discount details

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Discount code

The code is auto-generated when you create a new discount code, but you can customize it to something memorable like SUMMER2026 or REFERRAL20.

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Active status

  • This discount is active — When unchecked, the code cannot be redeemed. Use this to pause a promotion without deleting it.

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Referral discount

  • This is a referral discount — When enabled, this discount is automatically applied to the customer sending the referral link when a new customer signs up using it.
If you want both the referee (new customer) and the referrer (existing customer) to receive a discount, create a regular discount using the same discount code and apply it to the new customer’s signup.

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Discount amount

Set the discount as either a percentage or a fixed amount — you cannot use both at the same time. When you create a discount code, Nexudus automatically generates shareable links: You can copy these links and share them via email, social media, or your website.

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Discounted items

Select which items this discount code applies to. You can enable one or more categories.

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Plans

  • Toggle This discount code can be used to pay for any plans to apply to all plans.
  • Or toggle it off and select specific plans from the list to apply the discount only to those plans.

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Products

  • Toggle This discount code can be used to pay for any products to apply to all products.
  • Or toggle it off and select specific products to apply the discount only to those products.

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Bookings

  • Toggle This discount code can be used to pay for any bookings to apply to all booking resource types.
  • Or toggle it off and select specific resource types (e.g., meeting rooms, event spaces) to restrict the discount.

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Events

  • Toggle This discount code can be used to pay for any events to apply to all event categories.
  • Or toggle it off and select specific event categories to apply the discount only to those events.
For maximum flexibility, leave all categories enabled and the discount will apply to any eligible item the customer adds to their cart.

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Availability

Discount codes have two sets of dates that control different aspects of availability.

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Discount validity

These dates control when the discount can be redeemed by customers.

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Expiration after assignment

You can also set the discount to expire for a specific customer after they’ve been assigned it (useful for referral discounts or one-time codes).

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Published dates

These dates control when the discount is visible to customers on your website or the members portal.
Validity dates control when a code can be redeemed. Published dates control when customers can see and access the code on your website. A code can be published but not yet valid (shown in advance), or valid but not yet published (working internally before going live).

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Use limits

Control how many times a discount code can be used to prevent overuse or create urgency.

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Who can use this discount?

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Overall use limit

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Per-customer use limit

For referral discounts, set Per-customer use limit to 1 so each customer can only use the referral code once.

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Assigning discounts to customers

The Customers tab shows all customers who have been assigned this discount code. You can assign discount codes to specific customers in two ways:

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Automatic assignment

  • Referral discounts are automatically assigned when a customer shares their referral link and someone signs up.
  • Discounts can be automatically applied during checkout if the customer enters a valid code.

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Manual assignment

You can assign discount codes to specific customers from their customer record:
  1. Navigate to Operations → Customers and open a customer’s record.
  2. Go to the Benefits tab.
  3. Find the Discount codes section.
  4. Add the discount code(s) you want to assign.
Once assigned, the customer can use the discount code when making purchases according to the discount’s configuration (validity dates, use limits, etc.).

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Discount code statuses

Discount codes can have the following statuses, shown as badges in the discount codes list:

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Best practices

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Creating effective discount codes

  1. Keep codes memorable — Use meaningful codes like WELCOME10, SUMMER2026, or PARTNER15 that customers can easily remember and share.
  2. Set clear use limits — Even if you want unlimited redemptions, explicitly setting a high limit or “no limit” makes your intent clear to your team.
  3. Use published dates for campaigns — Set Publish from and Publish to dates to align with marketing campaigns, so the code automatically appears and disappears from your website.
  4. Track performance — Monitor how many times each code is used from the Customers tab to see which promotions are most effective.

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Referral discount strategies

  1. Create separate codes for referrer and referee — If you want both parties to receive a discount, create two codes with the same code string:
    • One marked as a Referral discount (applies to the referrer)
    • One as a regular discount (applies to the new customer)
  2. Set per-customer limits — For referrals, set Per-customer use limit to 1 so each customer can only refer one new customer with that code.
  3. Use audience restrictions — Set referral codes to Contacts only so they only apply to new customers signing up for the first time.

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Common use cases

  • Plans — Create and manage membership plans that discount codes can apply to
  • Products — Manage products that discount codes can apply to
  • Resource rates — Set booking rates that discount codes can apply to
  • Time passes — Manage passes that discount codes can apply to
  • Discount Codes REST API — Automate discount code management via API