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Messages & marketing

Coupons, gift certificates & where customers come from

Offer discounts and see which marketing brings in the most customers.

  • Coupons — create a code (like SPRING20) for a discount on sign-up.
  • Gift certificates — sell or give away a dollar amount of service. The customer types the code in their portal (under Invoices). It becomes credit that comes off their next bill automatically, and each code works only once.
  • Where customers come from — when you record "How did they hear about you?" on customers, this page shows a breakdown so you know which ads are working.
Open Marketing

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