> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Discount Codes: Create, Limit and Apply Discounts

> Create fixed-amount or percentage discount codes in Hive Inspect, limit them to certain services and add-ons, let clients enter them when they book online, apply them yourself on an inspection, and edit or delete them.

<p className="hive-locator">In the dashboard: <strong>Business Tools → Discount Codes</strong>.</p>

A discount code takes money off an inspection: a fixed amount, such as \$25 off, or a percentage, such as 10% off. Use them for promotions, military and veteran discounts, first-time buyers, agent referrals or repeat clients.

Every discount can be used in two ways:

* **By your clients**, who type its code in **Have a discount code?** when they book on your [scheduling widget](/how-tos/scheduling-widget) or ask for a price on your [quote widget](/how-tos/quote-widget).
* **By your team**, who pick it under **Discount Codes** on the inspection's page. A discount without a code can only be used this way.

<img src="https://mintcdn.com/hiveinspect-43c85ed1/Xdqqb7Hjc80aDIF9/images/how-tos/discount-codes-page.png?fit=max&auto=format&n=Xdqqb7Hjc80aDIF9&q=85&s=6bbf145a64fc7db1a0f45b0508355325" alt="The Discount Codes page with an Add Discount Code button and five cards: Spring Promotion, Fixed Amount, code SPRING25, 25 dollars off subtotal, All services; Military and Veteran Discount, Percentage Off, code MILITARY10, 10% off subtotal, All services; Radon Bundle, Fixed Amount, code RADON50, 50 dollars off selected items, 1 service, 1 add-on; First-Time Buyer, Percentage Off, code FIRSTHOME, 5% off selected items, 2 services; Repeat Client Courtesy, Fixed Amount, no code, 40 dollars off subtotal, All services. Below, a Discount Code Management note explains how codes with and without selections apply" width="2540" height="1270" data-path="images/how-tos/discount-codes-page.png" />

## Create a discount code

<Steps titleSize="h3">
  <Step title="Open Discount Codes">
    Go to **Business Tools** in the left menu and click the **Discount Codes** card. Click **Add Discount Code** at the top right (or **Create Your First Discount Code** if you have none yet).

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/Xdqqb7Hjc80aDIF9/images/how-tos/discount-codes-create.png?fit=max&auto=format&n=Xdqqb7Hjc80aDIF9&q=85&s=e06a8867024adce681d772f99d3dacde" width="460" alt="The empty Create Discount Code window with Name (Required, 0/50), Code (Optional, 0/30, Letters, numbers, and hyphens only. Auto-uppercased.), Discount Type Fixed Amount (dollars), Amount, Description (Optional, 0/150), a Services list with every service and its add-ons unticked and the note Applies to ALL services, a blue information note, and Cancel and a greyed-out Create Discount Code button" data-path="images/how-tos/discount-codes-create.png" />
  </Step>

  <Step title="Name it">
    **Name** is required, up to 50 characters, and must be different from your other discounts. It's what your client sees on the price breakdown and invoice, as **Discount: Name**, so write it for them, for example **Military and Veteran Discount**.
  </Step>

  <Step title="Give it a code (optional)">
    **Code** is what clients type when they book online, for example `MILITARY10`. Up to 30 characters, using only letters, numbers and hyphens. No spaces or symbols. Hive turns it into capitals for you, and clients can type it in any case.

    Two discounts can't share a code. Leave **Code** empty for a discount only your team should apply, such as a courtesy for repeat clients.
  </Step>

  <Step title="Pick Fixed Amount or Percentage">
    <img src="https://mintcdn.com/hiveinspect-43c85ed1/Xdqqb7Hjc80aDIF9/images/how-tos/discount-codes-type.png?fit=max&auto=format&n=Xdqqb7Hjc80aDIF9&q=85&s=f4daa9761a12c26373d776c08fbd7134" width="460" alt="The Discount Type menu open with Fixed Amount (dollars) ticked and Percentage (%) below it" data-path="images/how-tos/discount-codes-type.png" />

    * **Fixed Amount (\$)**: type the dollar amount in **Amount**, for example **25** for \$25 off.
    * **Percentage (%)**: type the percentage in **Percentage**, from 0.01 to 100, for example **10** for 10% off.
  </Step>

  <Step title="Add a description (optional)">
    **Description** (up to 150 characters) is a short note, for example "Thank you for your service". It shows on the discount's card here, and it's printed under the discount line on the client's invoice.
  </Step>

  <Step title="Choose what it discounts">
    Leave every box under **Services** unticked and the code takes money off **the whole order**. The list then says **Applies to ALL services**.

    Tick services or add-ons to limit it. See [Limit a code to some services or add-ons](#limit-a-code-to-some-services-or-add-ons).
  </Step>

  <Step title="Check the summary and create it">
    Once the amount is filled in, a green line sums up what the discount will do, for example "This discount will subtract \$50.00 (up to the selected items' total)". Click **Create Discount Code**.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/Xdqqb7Hjc80aDIF9/images/how-tos/discount-codes-create-filled.png?fit=max&auto=format&n=Xdqqb7Hjc80aDIF9&q=85&s=8d2e1556f7ee6da0c84a986676d61517" width="460" alt="The Create Discount Code window filled in: Name Radon Bundle, Code RADON50, Fixed Amount, Amount 50, Description Home inspection plus radon. Under Services, Home Inspection and its add-on Radon Testing are ticked and the summary reads 1 service and 1 add-on selected. A green line reads This discount will subtract 50.00 dollars (up to the selected items' total), and the Create Discount Code button is active" data-path="images/how-tos/discount-codes-create-filled.png" />

    The code works straight away, on your widgets and on every inspection.
  </Step>
</Steps>

<Note>
  If you see **Failed to create discount code**, the name or code is already used by another discount, or the code has a space or a character other than letters, numbers and hyphens. Change it and try again.
</Note>

## Limit a code to some services or add-ons

The **Services** list shows each of your services with its add-ons underneath. Add-ons hidden from your scheduler are marked **(hidden from scheduler)**.

<img src="https://mintcdn.com/hiveinspect-43c85ed1/Xdqqb7Hjc80aDIF9/images/how-tos/discount-codes-percentage.png?fit=max&auto=format&n=Xdqqb7Hjc80aDIF9&q=85&s=622bc48b3371f4946c8694288f1492f7" width="460" alt="The Create Discount Code window with Discount Type Percentage (%), Percentage 10, and Home Inspection plus its Radon Testing add-on ticked. The green line reads This discount will subtract 10% from the selected services/add-ons" data-path="images/how-tos/discount-codes-percentage.png" />

How the boxes work:

* **Ticking a service** discounts that service's price and its price modifiers (for example square footage or age of home). It does **not** tick its add-ons.
* **Add-ons are ticked one by one.** To discount a service and its radon add-on, tick both.
* **An add-on on its own** is fine, for example a code for **Radon Testing** only. Its service then shows a dash in its box.
* The line above the list counts what you picked, such as **1 service and 1 add-on selected**.

What a limited code does:

| | Code with nothing ticked | Code limited to some services or add-ons |
| - | - | - |
| **Percentage** | Comes off the whole order. | Comes off the ticked services (with their modifiers) and ticked add-ons only. |
| **Fixed amount** | Comes off the whole order. | Comes off the ticked items, but never more than they cost. A \$50 code on a \$40 add-on takes \$40 off. |
| **On your scheduling and quote widgets** | Accepted for every service. | Accepted only when the client picks a ticked service, or a service with a ticked add-on. Otherwise they see "This code is not applicable to the selected service". |
| **On an inspection in the dashboard** | Your team can apply it. | Your team can still apply it to any inspection. If nothing on the inspection is ticked in the code, it takes \$0 off. |

The card for a limited code says **off selected items** and counts what it covers, for example **1 service, 1 add-on**. A code with nothing ticked says **off subtotal** and **All services**.

<img src="https://mintcdn.com/hiveinspect-43c85ed1/Xdqqb7Hjc80aDIF9/images/how-tos/discount-codes-card.png?fit=max&auto=format&n=Xdqqb7Hjc80aDIF9&q=85&s=0e24f1d328b5c513a55ca82cd291e269" width="360" alt="The Radon Bundle card: Fixed Amount, code RADON50, 50 dollars off selected items, Home inspection plus radon, 1 service, 1 add-on, Created Aug 20, 2026, with edit and delete icons" data-path="images/how-tos/discount-codes-card.png" />

## How the discount is worked out

* **Discounts come off before tax.** Tax is charged on what's left. See [Discount codes and tax](/how-tos/taxes#discount-codes-and-tax).
* **The urgent surcharge** is worked out after the discount.
* **Your own custom line items** aren't discounted by a percentage code.
* **One code per online booking.** A client can enter one code on the widget. Your team can add more than one on an inspection.
* **No limits or end dates.** A code works for every client, as many times as they like, until you delete it.

## Where clients enter a code

On your [scheduling widget](/how-tos/scheduling-widget) and [quote widget](/how-tos/quote-widget), clients see **Have a discount code?** after they pick their add-ons. They type the code and click **Apply**.

<img src="https://mintcdn.com/hiveinspect-43c85ed1/Xdqqb7Hjc80aDIF9/images/how-tos/discount-codes-widget-applied.png?fit=max&auto=format&n=Xdqqb7Hjc80aDIF9&q=85&s=57217288e8de47849d91f9132c380b21" alt="The Have a discount code? box on the scheduling widget with a green line: SPRING25 applied (-25 dollars) and a remove button" width="1792" height="265" data-path="images/how-tos/discount-codes-widget-applied.png" />

The summary on the right then shows the discount and the new **Estimated Total**:

<img src="https://mintcdn.com/hiveinspect-43c85ed1/Xdqqb7Hjc80aDIF9/images/how-tos/discount-codes-widget-summary.png?fit=max&auto=format&n=Xdqqb7Hjc80aDIF9&q=85&s=f4ac34db634c91ffc3cfcd031fef8770" width="300" alt="The booking summary: Selected Service Home Inspection, Home Inspection 500 dollars, Radon Testing plus 175 dollars, Discount (SPRING25) minus 25 dollars, Estimated Total 650 dollars" data-path="images/how-tos/discount-codes-widget-summary.png" />

A code that doesn't exist shows **Invalid discount code**:

<img src="https://mintcdn.com/hiveinspect-43c85ed1/Xdqqb7Hjc80aDIF9/images/how-tos/discount-codes-widget-invalid.png?fit=max&auto=format&n=Xdqqb7Hjc80aDIF9&q=85&s=a0b39ba708fee3613e273c14c09ba3fb" alt="The Have a discount code? box with WRONG1 typed, an Apply button and the red message Invalid discount code" width="1800" height="284" data-path="images/how-tos/discount-codes-widget-invalid.png" />

Good to know:

* The box only shows when at least one of your codes could apply to the service the client picked. It's hidden if all your discounts are team-only (no code), or if you hide prices on your scheduler.
* If the client changes their service, the code is removed and they enter it again.
* A code entered on the quote widget carries over when the client clicks **Ready to Schedule?**.
* The mobile app doesn't apply discount codes. Use the dashboard.

## Apply a discount on an inspection

On the inspection's page, under the services, click **Add Discount** and pick the discount. Every discount you've created is listed, with or without a code. It's added as its own **Discount** line, and the price and invoice update.

See [Apply a discount code](/how-tos/inspection-services#apply-a-discount-code) for the details, including what happens if you change prices afterwards.

## Edit or delete a discount code

Click the pencil on a card, or its name, to open **Edit Discount Code**. Change anything and click **Update Discount Code**. To turn a code into a team-only discount, clear **Code**.

Click the bin to delete a code, then **Delete**. This can't be undone.

<img src="https://mintcdn.com/hiveinspect-43c85ed1/Xdqqb7Hjc80aDIF9/images/how-tos/discount-codes-delete.png?fit=max&auto=format&n=Xdqqb7Hjc80aDIF9&q=85&s=d21169724c7afe9bad96d45e1b9c2bf7" width="420" alt="The Delete Discount Code window: Are you sure you want to delete the discount code Spring Promotion? This action cannot be undone. Buttons Cancel and Delete" data-path="images/how-tos/discount-codes-delete.png" />

What happens to inspections that already have the discount:

* **Deleting** a discount stops new clients from using it. Inspections that already have it keep their discount line.
* **Editing** a code's amount or services is for new uses. Inspections that already have the discount keep their amount, but if the order changes later (for example your client adds an add-on from their review page), the discount can be worked out again with the code's new settings.
* **Renaming** doesn't rename the discount line on inspections that already have it. Invoices made after you change the **Description** print the new one.

To end a promotion, delete the code, or clear its **Code** so clients can't enter it while your team still can.

## Who can manage discount codes

Anyone who can open **Business Tools** can create, edit and delete discount codes: the **Inspector** and **Admin** roles, and other team members unless their **Business Tools** permission is switched off. See [Team permissions](/business-tools/team-permissions).

## Common questions

<AccordionGroup>
  <Accordion title="How do I make a military or veteran discount?" id="military-discount">
    Click **Add Discount Code**, name it **Military and Veteran Discount**, give it a code such as `MILITARY10`, choose **Percentage (%)** and type **10**. Leave the services unticked so it applies to the whole order. Tell clients the code, or apply it yourself on their inspection.
  </Accordion>

  <Accordion title="Can a code expire on a date, or be used only once?" id="expiry-or-single-use">
    No. Codes have no end date or usage limit. Delete the code (or clear its **Code**) when the promotion ends.
  </Accordion>

  <Accordion title="A client says the code doesn't work. What do I check?" id="code-not-working">
    * **Invalid discount code**: check the spelling against **Code** on the card. Case doesn't matter, but spaces and characters do.
    * **This code is not applicable to the selected service**: the code is limited to other services. Edit it and tick the client's service, or apply it yourself on their inspection.
    * **No Have a discount code? box**: none of your codes with a **Code** applies to that service, or prices are hidden on your scheduler.
  </Accordion>

  <Accordion title="Why does the discount take nothing off an inspection?" id="discount-zero">
    The code is limited to services or add-ons that aren't on this inspection. Edit the code to tick them, or use another discount.
  </Accordion>

  <Accordion title="What does the client see on the invoice?" id="discount-on-invoice">
    A line named **Discount:** followed by the discount's **Name** (and the percentage for percentage codes), as a negative amount. The discount's **Description** is printed under it. A percentage code with no description shows what it was worked out on instead, for example "10% off \$400.00". The code itself isn't printed.
  </Accordion>

  <Accordion title="Can I give one client a lower price without a code?" id="lower-price-without-code">
    Yes. On the inspection's page, use **Edit Price or Duration**, or add a custom line with a negative amount. See [Services and prices on an inspection](/how-tos/inspection-services).
  </Accordion>
</AccordionGroup>

## Where to go next

* [Services and prices on an inspection](/how-tos/inspection-services)
* [Sales tax](/how-tos/taxes)
* [Scheduling widget](/how-tos/scheduling-widget)
* [Quote widget](/how-tos/quote-widget)
* [Mileage Tracker](/how-tos/mileage-tracker)
* [Hourly Time Tracker](/how-tos/hourly-time-tracker)


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