Coupon: How to set It

Step-by-Step Guide to Managing Coupons on YBP (Your Booking Platform)

1. View Coupons

• Go to the Coupons section in YBP.

• You’ll see a table listing all available coupons with details like:

  • Name: Name of the coupon.

  • Description: Purpose or details of the coupon.

  • Coupon Code: Unique code for the coupon.

  • Usage Count: Number of times the coupon has been used.

  • Date Added: When the coupon was created.

• Use the Search bar to find specific coupons.

2. Create a New Coupon

• Click + CREATE in the Coupons section.

• Fill in the details:

  • Name: Name of the coupon (e.g., “Autumn Happy Hour Discount”).

  • Description: Explain the purpose of the coupon (e.g., “October and November Discount”).

  • Coupon Code: Enter a unique code (e.g., “Autumnhappyhour”).

• Click SAVE to create the coupon.

3. View Coupon Assignments

• Click VIEW ASSIGNMENTS to see which customers have been assigned coupons.

• The table will display:

  • Coupon Name: Name of the coupon.

  • Customer Name: Name of the customer who received the coupon.

  • Customer Email: Email address of the customer.

  • Assigned Date: When the coupon was assigned.

4. Assign a Coupon to a Customer

• Go to the Coupon Assignments section in YBP.

• Click + CREATE to assign a coupon to a customer.

• Select the Coupon Name from the dropdown.

• Enter the Customer Name and Customer Email.

• Set the Assigned Date.

• Click SAVE to complete the assignment.

5. Edit or Delete a Coupon

• In the Coupons section, locate the coupon you want to modify.

• Click EDIT to update details like the name, description, or code.

• Click DELETE to remove the coupon from the system.

6. Monitor Coupon Usage

• Regularly check the Coupons section in YBP to monitor:

  • Usage Count: How many times a coupon has been used.

  • Assigned Coupons: Which customers have received coupons.

Key Tips for Managing Coupons on YBP:

1. Use Clear Names and Descriptions: Make it easy to identify the purpose of each coupon.

2. Track Usage: Monitor which coupons are most popular and adjust your strategy accordingly.

3. Set Expiry Dates: If applicable, set expiration dates to encourage timely usage.

4. Promote Coupons: Use email campaigns or notifications to inform customers about available coupons.