Coupon Codes let you offer percentage-based discounts to customers enrolling in your Programs — perfect for early bird specials, scholarships, employee discounts, or other promotions. This article explains how Coupon Codes work, how to attach them to Programs, how customers use them at enrollment, and how to track usage afterward.
Before You Start
This article covers how Coupon Codes work and how to use them. You may also need these related articles:
How to Create Discounts & Coupon Codes — Start here if you haven't created any Coupon Codes yet
How to Edit a Coupon Code — Update an existing Coupon Code's percentage, name, or expiry date
Program Discounts — Apply automatic discounts directly to a Program (no code required)
Individual Account Discounts — Apply a discount to a specific customer's payment plan
How Coupon Codes Work
Coupon Codes apply a percentage discount off the total amount due for a Program. Dollar-amount discounts are not currently supported.
Here's what to know about how the discount is applied:
The discount is calculated as a percentage of the total charge items the code is configured to cover.
If a customer enrolls using a Payment Plan, the system automatically divides the discounted total across the payments in that plan — every payment reflects the discount.
Each customer can only enter one Coupon Code per enrollment.
Enrollsy also allows you to attach one Coupon Code per Program. However, you can combine a Coupon Code with Program Discounts or Individual Account Discounts for a combined savings offer.
Important: If you edit the percentage of a Coupon Code after a customer has already enrolled using it, their existing Payment Plan payments will not automatically update. You will need to manually edit their individual Payment Plans.
Attach a Coupon Code to a Program
Before customers can use a Coupon Code at enrollment, it must be attached to the relevant Program(s). You can attach codes to one Program at a time or to multiple Programs at once.
Attach to One Program
Go to the Programs page and click the pencil (edit) icon next to the Program you want to update. This opens the Program Editor.
In the left menu, click Enroll Form. Scroll down to find the Coupon Codes section, then click the dropdown arrow to expand it.
Check the box next to each Coupon Code you want to attach to this Program. When finished, click anywhere outside the window to close the selector.
Once attached, the field will display the number of Coupon Codes selected (e.g., "2 selected").
Click Save to apply your changes to the Program.
Attach to Multiple Programs at Once
On the Programs page, check the boxes to the left of each Program you want to update. Then click the bulk edit (pencil) icon that appears at the top of the list.
In the bulk editor, click Enroll Form in the left menu. Find the Coupon Codes section and click the dropdown arrow to expand it.
Check the box next to each Coupon Code you want to attach to all selected Programs. When finished, click outside to close.
The field will confirm the number of codes selected once attached.
Click Update to apply the changes. A warning will appear reminding you that bulk updates are non-reversible — confirm you have selected the correct Programs before proceeding.
About Expired Coupon Codes
Coupon Codes can be given an expiry date when they are created or edited. Once a code expires, it moves to the Expired tab in the Coupon Code selector in the Program Editor and will no longer be available for customers to use at enrollment — even if it is still attached to a Program.
If a code you expect to see isn't appearing in the Current tab, check the Expired tab to confirm it hasn't passed its expiry date. To reactivate it, go to How to Edit a Coupon Code and update or remove the expiry date.
Note: Expiring a Coupon Code does not affect enrollments that were already completed using that code. It only prevents the code from being used in future enrollments.
How Coupon Codes Appear on the Enroll Form
Once a Coupon Code is attached to a Program, it will automatically appear as a field on the Enroll Form when a customer selects that Program. The field will not appear if the Coupon Code has not been properly linked to the selected Program.
Note: Coupon Codes can only be applied during enrollment. They cannot be applied retroactively to completed enrollments or to payments made outside the enrollment process.
If the Coupon Code is not selected on the Program, the Coupon Code blank will not appear on the Enroll Form!
When a customer reaches the Program selection step in the enrollment flow and selects a Program that has a Coupon Code attached, a Coupon Code field will appear on the current enrollment card.
After the customer enters a valid Coupon Code, the system confirms it has been applied.
Below the enrollment card, the plan costs section will reflect the discount. The Coupon Code appears beneath the charge item it applies to, showing both the original amount and the discounted amount due.
If the customer selects a Payment Plan, the discounted total is reflected across all plan options. In the example below, the original fee is $200; a 75% Coupon Code reduces it to $50 across all payment plan options.
At the final review step of enrollment, the total charges are summarized again — including the Coupon Code discount applied to the relevant charge item.
Display Coupon Codes on the Enroll Form
If you want to make it easy for customers to find the right Coupon Code while enrolling, you can add informational fields to your Enroll Form to display codes. There are two places you can add these fields and two approaches to displaying them.
Where to Add the Field
Option 1 — General Enroll Form: Add a field that appears for all enrollees, regardless of which Program they select. Access this at My Company > Forms > Enroll Form.
Option 2 — Program Form (Program-Specific): Add a field that only appears when a specific program is selected. The Program Form is found at the bottom of the Enroll Form under the Programs section in My Company > Forms > Enroll Form.
In both cases, click the + (plus) button in the relevant section to add a new field, then choose the appropriate field type (see below).
See Field Types below for the different field types you can use.
Field Type Options
Formatted Content Field Only
Use a Formatted Content field to display a static list of Coupon Codes alongside their corresponding Programs. This is a read-only display — customers see the code and enter it manually in the Coupon Code field.
Question/Conditional Formatted Content
For a more dynamic experience, add a question field (text, single-select, or multi-select) and then use a Conditional Formatted Content field to show only the relevant Coupon Code based on the customer's answer. For example, a "Which Program are you enrolling in?" question can conditionally reveal the matching Coupon Code.
Troubleshooting Coupon Codes
If a Coupon Code isn't appearing at enrollment or isn't applying the discount as expected, it's almost always a setup or configuration issue rather than a system error.
The most common causes are the code not being attached to the correct Program, the code being configured to only discount certain charge items, or the enrollment not being completed through the standard enrollment flow. Work through the scenarios below to identify and resolve the issue.
The Coupon Code field isn't appearing on the Enroll Form
The Coupon Code must be attached to the specific Program the customer selected — simply creating a code in the system is not enough. Go to the Program Editor > Enroll Form tab and confirm the code is checked for that program.
Confirm the enrollment is being completed through the full enrollment flow. Coupon Codes only apply during enrollment, not from a direct payment screen or when making a payment outside the enrollment process.
The Coupon Code was entered but the system is still requesting full payment (or more than expected)
Check that the Coupon Code is configured to apply to all relevant charge items, not just one. If a Program has multiple charge items (e.g., a tuition fee and a registration fee), the code may only be discounting one of them.
Verify the code hasn't expired. In the Program Editor, the Coupon Code selector shows a separate "Expired" tab — make sure the code is still active.
A 100% discount code is still showing a payment due
Confirm the code is set to apply to every charge item associated with the Program. If even one charge item is excluded, a balance will remain.
Check whether a convenience fee applies — Coupon Codes do not discount convenience fees.
The same code isn't working for multiple enrollees at the same time
Customers can only use a Coupon Codefor one enrollee at a time. If enrolling multiple participants, each enrollment must be completed separately with the code entered individually for each.
Payment plan amounts didn't update after a Coupon Code was edited
If a Coupon Code's percentage is changed after a customer has already used it to enroll, their existing payment plan amounts will not update automatically. You will need to manually edit each affected Payment Plan.
If you've worked through the steps above and the issue persists, contact Enrollsy support for further assistance.
How to Tell if a Coupon Code was Used
After a customer enrolls using a Coupon Code, you can verify it was applied in two places in Enrollsy.
Transaction History
The applied discount and the Coupon Code name both appear in the Transaction History on the customer's account. Look for the Discount Item associated with the Coupon Code alongside the original charge.
Billing Page (Internal Billing Notes)
The Coupon Code used at enrollment is also recorded in the Internal Billing Notes field on the customer's Billing page. This makes it easy to confirm which code was applied without navigating to transaction history.
