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Promotions

Configure promo codes your customers can apply at checkout, or that you apply yourself to a rental, to discount rent for a defined period. Three duration types are possible: one-time, permanent, or repeating.

Written by Etienne Champagne

Configure promo codes your customers can apply at checkout, or that you apply yourself to a rental, to discount rent for a defined period. Three duration types are possible: one-time, permanent, or repeating across a number of months.

Who this article is for

Creating and editing promotions requires the Owner or Manager role. If the Create Promotion button is missing, ask an Owner on your team.

Before you create a promotion

Decide in advance:

The internal name (visible to your team only).

The promo code the customer will type at checkout (for example BACKTOSCHOOL2026).

The discount type: percentage or fixed amount.

The discount value.

The duration: once, permanent, or repeating for N months.

See existing promotions

From the left menu, click Promotions. The page lists active and inactive promotions with their code, discount type, and duration.

Promotions list with code, type, value, and duration

Create a promotion

Step 1.
Click Create Promotion in the top right of the Promotions page.

Step 2.
In the dialog that opens, fill in the promotion name (internal, for example Back to School Special) and the promo code (what the customer will type, for example BACKTOSCHOOL2026).

Step 3.
Choose the discount type (Percentage or Fixed amount), enter the value, then choose the duration (Once, Permanent, or Repeating for a number of months).

Step 4.
Click Create Promotion. The code is active immediately.

Creating a promotion: name, code, type, value, and duration, then Create Promotion

Edit a promotion

Step 1.
Click Edit on the promotion's row on the Promotions page.

Step 2.
The same dialog opens, pre-filled. Change the fields and save.

Editing a promotion does not retroactively change rentals that already applied it — the change only affects future applications of the code.

Attach a promotion to an existing rental

You can also apply a promotion yourself, without going through the customer's checkout — for example on a manual rental, or after the fact on a rental that's already active.

Step 1.
Open the rental record, in the Reservation panel find the Promotion row, and click Edit.

Step 2.
Choose the promotion from the list, then click Save. The discount applies to upcoming invoices — never to one already issued.

Reservation panel of a rental with the Promotion row filled in and the Edit link

What happens automatically

On creation

The promo code is immediately valid at checkout and when creating a manual rental.

No email is sent automatically to customers. You need to promote the promotion through your own channels (social media, newsletter, website).

When applied to a rental

For a Once promotion: the discount applies to the first invoice only, then disappears.

For a Permanent promotion: the discount applies to every invoice for as long as the rental is active.

For a Repeating (N months) promotion: the discount applies for N consecutive invoices, then disappears starting month N+1.

The discount is applied before taxes in the invoice calculation.

On a unit transfer

If a customer is transferred to another unit type with an active promotion, the remaining months of the promotion carry over to the new rental. See Change unit (swap or transfer).

Statuses and important fields

Field

Meaning

Promotion name

Visible to your team only (internal).

Promo code

Entered by the customer at checkout, or by you on a manual rental.

Percentage

Discount as a percentage of rent (1 to 100).

Fixed amount

Discount in dollars.

Once

First invoice only.

Permanent

Every invoice, indefinitely.

Repeating

N consecutive invoices, then the promotion disappears.

Common issues

The customer says their promo code didn't work at checkout.

What to check: is the promotion active? Is the code typed correctly?

What to do: check the status and reactivate the promotion if needed. If it's intentionally inactive, explain to the customer that the code is no longer valid.

The customer applied a promo code, but the invoice shows the full rate.

What to check: what is the promotion's duration?

What to do: a Once promotion only applies to the first invoice. From the second onward, the customer pays full rate — that's expected.

After a unit transfer, the promotion seems to have disappeared.

What to check: how many months were left on the promotion at the time of the transfer?

What to do: remaining months carry over. If the customer had already used up the duration, the promotion no longer applies to the new rental.

The applied percentage looks wrong (for example 0%).

What to check: is the percentage value between 1 and 100 in the configuration?

What to do: edit the promotion to fix the value. New applications will use the corrected value.

Common questions

How do I create a 20% promo code for a back-to-school promotion? Click Create Promotion, give it a name and a code (for example BACKTOSCHOOL2026), pick Percentage as the type with the value 20, and choose the duration (Once, Permanent, or Repeating).

What's the difference between Once, Permanent, and Repeating? Once applies only to the first invoice. Permanent applies to all invoices as long as the rental is active. Repeating applies for a specific number of months, then drops off.

If a customer rents on June 8 with a 6-month promo, does the discount end in late November? Does the customer lose any promo days? No. A Repeating promotion applies to N consecutive invoices, regardless of what day of the month the rental starts. For monthly billing on the 8th, the first 6 invoices (June 8, July 8, August 8, September 8, October 8, November 8) all get the discount. The December 8 invoice is at full rate. No days are "lost" at the start of the lease.

My customer rents on June 26 with a 6-month repeating promotion — will they get the remaining days of June discounted, plus a full 6 months after that? No. The repeating promotion applies to N consecutive invoices in total, counting the first invoice even if it's prorated. Example: rental on June 26 → invoice 1 = June 26–30 (prorated, at the promo rate) → invoice 2 = July → ... → invoice 6 = November → December at full rate. The first partial invoice counts as one of the N invoices of the promotion — it isn't added on top.

Why doesn't a customer's promo code work at checkout? Check that the promotion is active, that the code is typed correctly (typically case-insensitive), and that it hasn't been deactivated.

What happens to an active promotion if the customer changes units? The remaining months of the promotion are transferred to the new rental. If the duration was already exhausted, the promotion no longer applies.

Does the discount apply before or after taxes? Before. The discount reduces the taxable subtotal, and taxes are calculated on the net amount.

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