EMS - Managing Discount Codes

EMS - Managing Discount Codes

⏱️ Estimated time: 5 minutes

👤 Role: Manager


What you'll learn

  • How to access and edit an existing discount code configuration.

  • How to modify validity dates, reason descriptions, and codes.

  • How to deactivate a discount code.

  • How to map discounts to specific experiences, items, methods, and values.


When should I use this?

Use this guide when you need to update parameters for an active campaign, pause a promotional offer, or map an existing discount code to specific appointments, facilities, or retail items.


Key Logic: Properly applying specific methods (Percentage, Value, or Override) ensures the system calculates price reductions accurately at checkout based on your current commercial strategies.


Before you start

  • Ensure you have administrative access to the EMS dashboard settings.

  • Identify the specific discount code that needs configuration updates.

  • Determine the exact items, categories, or experiences the discount should apply to.


Step-by-step


1. Access the discount settings

Log in to the EMS dashboard and navigate to Settings. From the settings menu, click on Discount.


2. Select the discount code to edit

Locate the relevant code from your list. Click directly on the discount name or click on the Edit button located on the right-hand side of the row.


3. Update the primary details

On the Details tab, you can modify the core configurations of the discount code:

  • Click on the text box underneath Discount Reason to update the text.

  • Click on the Code field to alter the shorthand identifier.

  • Adjust the Valid From and Valid To date fields to change the operational window.


4. Inactive a discount code (Optional)

If you need to make the discount code inactive so it can no longer be used, click on the Active toggle to switch it off. To view the inactive discounts, on the “Discounts”  screen, if you click on the check box next to “Show Inactive”, this will show inactive discounts, as well as active. If you need to  make  an inactive discount code active, please click on Edit and click on the Toggle.


5. Save initial changes

If you only needed to alter the core parameters or status of the code, click on Save at this point to commit your changes.


6. Navigate to experiences mapping

If you need to assign the discount to specific inventory items, click on the Experiences button located at the top of the screen.


7. Filter and locate your target items

Locate the specific services or products you wish to discount by using the following search filters:

  • Input the item name (e.g., Aromatherapy) in the Search Bar.

  • Click on the Type drop-down menu to filter by category (e.g., Appointments, Facilities, Group Activities, Retail, Extra, or Package).

  • Use the additional drop-down menus to filter further by Category, Staff Member, or Facility if required.


8. Configure the discount method and value

Locate your item in the list, ensure that you click on the toggle to change this to active for this to be applied. Next to the item description, click on the drop-down menu underneath Method and choose one of the following reduction types:

  • Percentage: Applies a relative percent-off reduction (e.g., 10% off a Back, Neck, and Shoulder Massage).

  • Value: Applies a fixed currency amount deduction.

  • Override: Override the existing price with a new one. (e.g. if you need to change the appointment from £100 to £80 at the point of sale).

Once the method is selected, input the specific numerical value into the Amount field.


9. Commit your experience mappings

Once you have successfully applied the relevant methods and amounts across your chosen items, click on the Save button to apply the changes to the system.

Best practice

  • Audit your mappings: Always use the filters on the experiences page to review exactly which treatments or retail products are linked to a discount, ensuring you do not accidentally markdown unapproved items.

  • Deactivate instead of deleting: If a promotion ends unexpectedly, use the toggle switch to deactivate it. This preserves historical data for financial reporting while stopping current use.

  • Need assistance? If you need a hand, the Journey Support Team is available via live chat on our support portal or at support@journey.travel.

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