Creating a coupon code in Ivorey lets you give discounts to your customers. You can choose between percentage-based or fixed amount discounts, set start/end dates, limit how many times it can be used, restrict it to certain products, and decide if it applies to just the first payment or to ongoing subscription payments.
Step 1: Create a New Coupon Code
Click here for written steps
Click here for written steps
To create a new coupon code in Ivorey, go to Payments → Coupons → Create New Coupon. Enter an internal name (for your own reference) and a coupon code that customers will use at checkout. You can type your own (e.g. BLACKFRIDAY) or click Generate for a random code. Using something short and easy to remember is recommended.
Select the coupon type:
Percentage → A % discount that works for all currencies.
Fixed → A set amount (e.g. $10 off). This uses the default currency from your account’s Business Settings based on your business address.
Enter the discount amount (e.g. 50% or $20) and set the start date/time and optional end date/time. These use your account’s time zone, which is set in Settings → Business Settings.
(Optional) Add restrictions:
Limit total redemptions → e.g. 100 uses in total.
Limit to specific products → Leave blank for site-wide, or choose products the discount applies to.
Limit to one use per customer → Prevents the same email from reusing the code.
If the coupon is for a subscription or payment plan, decide if it should only apply to the first payment (default) or to recurring payments. To discount future payments, tick Apply to recurring payments and set it to either “Forever” or a set number of months (e.g. first 3 months).
Click Create to save. The coupon can now be used anywhere in Ivorey that accepts coupon codes (order forms in websites/funnels and payment links)
Step 2: Choose How to Collect Payments with Coupon Codes
Option 1: Send a payment link with the coupon code field
Using a coupon code inside a payment link lets you offer discounts directly at checkout without needing a full sales page or funnel. This is ideal for offers you don't yet have a proper sales page for, and you can even customise the payment link to pre-populate your contacts name, auto-apply the coupon code, and even set an expiry date.
Click here for written steps
Click here for written steps
Before you start:
Make sure you’ve already created your coupon code in Payments → Coupons.
Make sure your products are set up in Payments → Products.
Steps to create a payment link with coupon code:
Go to Payments → Payment Links and click Create New Payment Link.
From the dropdown, choose the offer/product you want to sell.
Adjust your checkout settings:
Decide if you want to collect phone numbers or addresses.
Important: Tick Allow Coupon Code so the coupon box appears at checkout. If unticked, the box will be hidden.
Choose your call-to-action button text (e.g. Pay, Book, Donate). Add branding, terms & conditions, and (optional) an expiry date for the entire payment link (optional). Note: Coupon codes can already have their own expiry date in coupon settings (Products > Coupons). The payment link expiry date stops the entire checkout from working after that date.
Switch the payment link to Live Mode and click Save.
Sharing your payment link:
Standard Link: After saving, click Copy Link to get a general link you can send to anyone (via email, social media, etc.).
Custom Link for a Contact: Click Customize Link, choose a contact from your list, and (optional) select a coupon code to auto-apply. This creates a link pre-filled with the person’s name and discount so they can checkout faster.
Option 2: Use a Coupon Code on an Order Form on your Website/Funnel
Using a coupon code on a funnel or website checkout lets customers enter a discount code directly on your sales page. This works for any funnel or website page with an order form.
Click here for written steps
Click here for written steps
Before you start
Make sure your product is created in Payments → Products.
Make sure your coupon code is created in Payments → Coupons.
Steps to enable coupon codes on a funnel or website checkout:
Go to Sites → Funnels or Sites → Websites (depending on where your sales page is built).
Open the funnel or website, then click the order/checkout page where the purchase will happen.
Click Edit to open the page editor and click on your Order Form - you should see an orange outline appear around your form. If your page doesn’t already have an order form, click 'Add Element', search for 'Order Form' and drag it onto the page.
In the right-hand settings panel, scroll to Coupon Options and toggle on Enable Coupon Code Field. You’ll see the coupon field and Apply button now appear on your order form.
Click Save in the page editor.
Link the order form to a product:
Go back to the main funnel/website view where you see all the pages.
Select your order page and click the Products tab.
From the dropdown, choose the product you want to sell on this checkout form (this will pull in products you’ve set up in Payments → Products).
Click Save.
Once these two steps are done (coupon field enabled + product assigned), your checkout form is ready to accept coupon codes. Customers will be able to enter any valid code you’ve set up in your coupon settings and receive the correct discount at checkout.
IMPORTANT: Ensure you follow our full Sales Funnel master help guide for how to build a full funnel - this training is just for the coupon settings at the checkout.
Option 3: Use a Coupon Code on a Paid Calendar
This feature is due to roll out late August 2025 - stay tuned!
This feature, once live, will allow you to:
Create coupon codes via the Payments tab to use on a Paid Calendar
Apply coupons to paid calendar bookings
Use existing coupons (if already created) as long as they meet the conditions set
Will the coupon codes be generated from Payments > Coupons?
Will the coupon codes be generated from Payments > Coupons?
Yes, you’ll need to create them via the Payments tab then you can use them.
Can I create a coupon code today and just add it or edit it to work within a calendar once launched?
Can I create a coupon code today and just add it or edit it to work within a calendar once launched?
Yes, if you already have a coupon created, it will work with Calendars as well — as long as it meets any conditions you've set (if applicable).
Need Help?
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