Whether you need to redeem a gift certificate, apply a discount coupon, use an Agent code, or apply a customer’s store credit, there’s always a code for that! These codes are designed to provide flexibility and convenience, allowing you to handle various promotions, special offers, or customer credits with ease.
With the correct code in hand, redemption is simple. You can apply it during a Xola back-office purchase or directly at online checkout, ensuring that your customers receive their discounts, credit, or special pricing without any hassle. This streamlined process makes it easy for both your team and your customers to manage payments and promotions efficiently.
User Access: Administrator roles have access to set up, manage and issue all codes in Xola
Marketer roles have access to set up and manage Coupon codes and view only Agent codes in Xola.
Reservationist roles have access to set up and manage Agent codes and can issue Store Credit codes.
Administrator, Reservationist Lite or Reservationist roles can add and remove codes from purchases.
To grant access to users, click here.
What's covered in this article:
- Setting up the different types of Codes
- How to apply a Code during a purchase
- Add a Code to an existing purchase
- How to remove a Code from a purchase
Setting up the different types of Codes
Click the links below to find an article on how to set up the different Codes:
How to apply a Code during a purchase
- During back office or online checkout, under the Purchase Summary to the right, locate the Code field.
- Click on the dropdown or enter the code you would like to use in the Code field.
- Select the Code you would like to use.
- Click Apply.
If multiple codes are applied, it will break out as separate line items in the customer's Payment Summary.
Certain Tags are auto-generated into the Tags & Internal Notes section of the customer purchase. These tags are searchable in the Purchases tab and your exported reports.
Add a Code to an existing purchase
You've processed a customer purchase, and now they want to apply a coupon, Agent, voucher, or gift code. No worries! Xola will help you easily apply this code and adjust the purchase value.
- In the Purchases tab, navigate to the customer purchase.
- Below the Payment Summary, click Apply Code. A window will open displaying a drop-down menu and the customer's payment summary.
- Click the drop-down to view all the coupon and Agent codes for this account, or type in the code to search.
- Select the code from the list, or if you've typed it in, hit Enter on your keyboard. The code will be applied and appear in the Payment Summary.
- Click Apply.
- Click the Return Payment button to finalize this transaction. The code will be recorded in the Payment Summary and in the customer purchase timeline.
How to remove a Code from a purchase
Whoops! You may have applied a coupon by mistake or entered the wrong Agent code. In Xola, you can remove a code just as easily as you can add one. Details below!
- In the Purchases tab, navigate to the customer purchase.
- Under the Purchase Summary, click Modify and select Codes.
- Click the trash icon next to the code you would like to remove.
- You will be asked to confirm that you want to remove this coupon. Click Confirm.
- The code will be removed from the customer purchase. If it is a coupon code or an Agent code with a discount associated, the price will adjust accordingly.
