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Managing Discount Codes

Learn how to offer discount codes that your members can redeem during sign-up.

Laura avatar
Written by Laura
Updated today

Discount codes let you offer temporary discounts on membership plans – perfect for promotions, special events, or onboarding campaigns.


Creating a Discount Code

Creating a discount code is easy! Just:

  1. Go to Products » Discount codes

  2. Click Add Discount Code

    Discount Codes section in Cobot, located under Products > Discount Codes.

💡 Only admins with permission to view or edit Discounts under Setup » Administrators can see the Discount Codes under Products.


Next, fill in the discount details and save — that’s it! Your code is ready to use.

Basic settings

  • Internal name: For your own reference only (for example: Discount for EOY Event attendees).

  • Code: The code members enter during sign-up (for example: winter2025).

  • Discount: Choose how the discount is applied:

    • Percentage (for example: 50% off), or

    • Fixed amount (for example: €100 off)

  • Duration: How long the discount applies after the membership starts (for example: the first 3 months).

Basic discount code settings in Cobot, showing fields for internal name, code, discount type, percentage, and duration.

  • Category: Discount codes can currently be used for membership plans only.

  • Plans: Select specific plans for which the discount code can be used, or simply apply the discount to all membership plans

Product Category field for discount codes in Cobot, showing plans with an option to select all.

Usage Restrictions

  • Expiration date: After this date, the discount code can no longer be redeemed.

  • Usage limit: How many members can use this code in total.

“Usage restrictions for discount codes in Cobot, showing fields for expiration date and usage limit, with a save button.


Discount Codes Overview

Once saved, your discount code will appear in the Discount Code Overview, where you can view:

  • All discount codes at a glance

  • Their amounts

  • Redemption counts

  • Expiry dates

  • Applicable products

Discount codes overview in Cobot showing name, discount amount, redemptions, expiry date, and applicable products, with options to edit, delete, or add a new discount code.

Editing and Removing Discount Codes

In your Discount Code Overview, you can easily edit or delete Discount Codes.

💡 Editing an existing discount code – such as renaming winter25 to winter2025 – does not create a new code. All previous redemptions remain associated with the same discount code.


How Members Redeem a Discount Code

During sign-up, members can enter a discount code in the Discount Code field on their membership plan sign-up form.

Field to enter a discount code on the Cobot sign-up form.

If the code is valid, they’ll immediately see the discount applied as well as the duration during which it will be applied:

Membership plan displaying photo, monthly price, and a discount of 50% off for the first three months.


Discount Codes on Invoices

When a discount code is applied, it shows up on the invoice line item.


Important Notes

  • Only one discount code can be used at a time.

  • Discount codes can’t be combined with membership plan discounts.
    If a discount code is applied, any plan discount will be ignored.


Next Steps

Learn how to organize your revenue streams by setting up Accounting Codes.

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