How to Create and Use Coupons in the Portal
Please note: this feature is only available in our Pro tier.
1. Understand what the Coupons feature is for
The Coupons feature lets you create promotional codes that discount products clients order.
It’s useful for:
welcoming new clients with a discount
running seasonal promotions
offering at-cost pricing to family, employees, or yourself
2. Confirm you have access to the feature
Coupons are available only on the Pro plan.
If you are on the Starter plan, you will not see this feature unless you upgrade.
Pro users will automatically see a Coupons section in the left-hand portal menu.
3. Start creating a new coupon
Go to the Coupons section.
Click Create Coupon.
Enter a coupon name/code, such as a seasonal code like Summer.
4. Choose what the coupon applies to
Decide whether the coupon applies to:
All items, or
Selected items only
Important rule for dollar discounts:
The discount cannot be larger than the product’s service fee.
Example: if a product has a $50 service fee, the coupon discount cannot exceed $50.
If you choose all items, the coupon will not apply to items whose service fee is smaller than the discount amount.
5. Select specific products if needed
If you want the coupon to apply only to certain products, select those items manually.
Example use case:
discounting $50 off tirzepatide in all forms
including microdose and full dose
This can also apply to labs.
6. Set coupon availability dates
Date restrictions are optional.
You can either:
leave the coupon active indefinitely, or
set a start date and end date
If you set dates:
the coupon becomes available at the start date
it expires at 11:59 p.m. in your time zone on the end date
7. Create and manage the coupon after saving
Click to create the coupon once all settings are complete.
After creation, you can:
deactivate it
reactivate it
edit it later
Expired coupons will be marked as expired automatically.
Deactivated coupons will be marked as retired.
8. Edit the coupon if your promotion changes
You can update the coupon at any time.
Common edits include:
removing date restrictions
adding more products
Example:
adding Semaglutide to an existing coupon
Watch the step-by-step video