Create Coupons in FBS

Key Points:

0:00 – Opening and Topic Setup
Britoni opens the Mastering Your Tech call and introduces the topic: coupons inside FBS.

0:30 – Where to Find Coupons
Inside FBS, coupons are found by going to Payments on the left sidebar and selecting Coupons at the top.

1:00 – Why Use Coupons
Coupons allow coaches to create more flexible offers, run promotions, and give prospects a reason to act now.

1:30 – Seasonal Promotion Example
Britoni gives examples such as Thanksgiving or Christmas promotions where a service may be offered at a discount.

2:00 – Create Coupon
To create a coupon, click Create Coupon inside the Coupons section.

2:30 – Coupon Name
The coupon name can be something simple and descriptive, such as “Thanksgiving Sale.”

3:00 – Coupon Code
The coupon code is what the client enters at checkout, such as “thanks.”

3:30 – Generate a Code
FBS can automatically generate a random coupon code if the coach does not want to create one manually.

4:00 – Coupon Type
Coaches can choose whether the coupon is percentage-based or a fixed dollar amount.

4:30 – Percentage Discount Example
Britoni creates an example coupon for 25% off.

5:00 – Start and End Dates
Coupons can have a start date and time and an end date and time, which helps create urgency.

5:26 – Limit Total Uses
Coaches can limit the total number of times a coupon can be redeemed, such as only allowing the first five people to use it.

6:00 – Apply Coupon to Specific Products
Coupons can be restricted to certain products instead of applying to the entire catalog.

6:30 – Financial Training Example
Britoni uses the Financial Training for Small Business Owners as an example product the coupon could apply to.

6:44 – Business Academy Location
To view Business Academy courses, coaches can go into PAS, then Coaching Tools, then Business Academy.

7:13 – View Course Content Before Selling
Britoni reminds coaches to view the content of a course before selling it.

7:25 – Coupon Settings Recap
The example coupon is limited to five people, valid for a short period, and applies only to a specific product.

8:00 – Limit to One Per Customer
Coaches can limit a coupon so each customer can use it only once.

8:30 – One-Time vs. Recurring Payments
Coupons can be used for one-time payments or recurring payments.

9:00 – Recurring Payment Discount Settings
For recurring payments, coaches can decide whether the discount applies forever or only for a set number of months.

9:30 – Three-Month Coaching Discount Example
Britoni gives the example of offering 25% off coaching for the first three months.

10:00 – Create the Coupon
Once the settings are complete, click Create, and the coupon appears in the coupon list.

10:30 – Track Coupon Usage
The coupon list shows how many people have used a specific coupon.

11:00 – Coupons on Checkout Pages
Coupons can show up on checkout pages where clients enter their contact information and purchase a product.

11:45 – Client Applies Coupon Code
Clients can type in the coupon code and click Apply to see the discount reflected.

12:00 – Coupons on Payment Links
Coupons can also be used with payment links.

12:30 – Allow Coupons on Payment Links
When creating or editing a payment link, toggle on Allow Coupons so the coupon field appears.

13:00 – Copy and Send Payment Link
Once the payment link is created, coaches can copy it and send it directly to the client.

13:42 – Coupons and Invoices
Britoni explains that invoices work differently because the coach can manually adjust pricing or add a discount directly inside the invoice.

14:00 – Creating an Invoice
To create an invoice, select the client and choose the product or service being charged.

14:33 – Add Discount to Invoice
Instead of applying a coupon, coaches can use Add Discount inside the invoice.

15:00 – Invoice Discount Example
Britoni shows a 50% invoice discount and explains that it helps show the original value and discounted price.

15:45 – Coupon Area Recap
Britoni recaps that coupons can be created with a name, code, discount, validity period, and usage tracking.

16:00 – Workshop Offer Example
Coaches can use coupons for workshop attendees, such as offering a special price only to people in attendance.

16:34 – Edit, History, and Delete Options
Inside the coupon list, coaches can edit a coupon, view its history, or delete it.

17:06 – Filter Coupons
Coupons can be filtered by active, scheduled, or expired status.

17:30 – Closing
Britoni closes the call and thanks everyone for joining.

Five Key Takeaways

• Coupons are created inside the Payments section of FBS.
• Coupons can be percentage-based or fixed-dollar discounts.
• Coaches can create urgency by setting start and end dates.
• Coupons can be limited by total number of uses, product, customer, or recurring payment duration.
• Coupons appear on checkout pages and payment links, while invoices use manual discounts instead.

Notable Quotes

“Coupons in the system are fairly straightforward to set up.”

“You want to run a promotion at some point.”

“Creating some urgency for them to act now.”

“You can decide if you want to give the person a percentage off or a dollar value.”

“Flexibility is key.”

“The first five persons that take me on this offer are the persons who are going to get the discount.”

“Of course, you want to see it before you sell it.”

“You can use it on recurring payments, like your coaching service.”

“You can easily go ahead and just copy this link, send it over to somebody.”

“You can add a discount right in here.”

Action Steps from the Call

1. Log into FBS.
2. Go to Payments.
3. Click Coupons at the top.
4. Click Create Coupon.
5. Name the coupon.
6. Create or generate a coupon code.
7. Choose percentage or fixed-dollar discount.
8. Enter the discount amount.
9. Set the coupon start date and time.
10. Set the coupon end date and time.
11. Decide whether to limit total coupon redemptions.
12. Set the maximum number of uses if needed.
13. Decide whether the coupon should apply to all products or only specific products.
14. Select the product if limiting the coupon.
15. Consider using coupons for Business Academy courses.
16. Go to PAS if you want to view Business Academy course content.
17. Open Coaching Tools.
18. Open Business Academy.
19. Review the course before selling it.
20. Decide whether to limit coupon use to one per customer.
21. Decide whether the coupon applies to one-time payments or recurring payments.
22. If using recurring payments, set how many months should be discounted.
23. Create the coupon.
24. Check the coupon list to track usage.
25. Add coupons to checkout pages when needed.
26. Turn on Allow Coupons for payment links.
27. Preview the payment link.
28. Test the coupon code before sending it.
29. Copy the payment link.
30. Send the payment link to the client.
31. Use invoice discounts instead of coupons when sending invoices.
32. Add a discount inside the invoice if needed.
33. Use coupons for workshop-only offers.
34. Use coupons for seasonal promotions.
35. Edit coupons when needed.
36. View coupon history to see usage.
37. Delete coupons when appropriate.
38. Filter coupons by active, scheduled, or expired status.

Resources & Tools Mentioned

• Mastering Your Tech
• FBS / Focus.com Business Suite
• Payments
• Coupons
• Create Coupon
• Coupon Name
• Coupon Code
• Generate Code
• Percentage Coupon
• Fixed Coupon
• Start Date
• End Date
• Usage Limits
• Product-Specific Coupons
• Financial Training for Small Business Owners
• PAS / Profit Acceleration Software
• Coaching Tools
• Business Academy
• Virtual MBA
• Payment Links
• Checkout Pages
• Invoices
• Add Discount
• Coupon History
• Active Coupons
• Scheduled Coupons
• Expired Coupons
• Workshop Offers
• Seasonal Promotions