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Create Your First Voucher

A voucher is a reward your customers can redeem — a free latte, 15% off their next order, or a birthday gift. This walkthrough shows you how to create one in under a minute.

1. Open the Vouchers page
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1. Open the Vouchers page

Navigate to Vouchers in the left sidebar. If this is your first voucher, you'll see a welcome screen explaining what vouchers do. Click the orange + Create Your First Voucher button — or + Create Voucher in the top-right corner if you already have some.

Try it yourself​

Use the interactive preview below to experiment with voucher settings — change the type, adjust the expiry, and see how it looks in the customer's wallet.

INTERACTIVE · VOUCHER PREVIEW

Build a voucher

YOUR WALLET
Free Latte
30 days left
Tap to use →

How vouchers move through states​

Every voucher your customer holds progresses through four states:

  1. AVAILABLE — the voucher exists in the customer's wallet.
  2. SELECTED — the customer has tapped it, but hasn't placed an order yet.
  3. PENDING — the voucher is attached to an in-progress order.
  4. USED — the order is paid, the voucher is consumed.

Build it for real​

Ready to build it?
Opens the right CRM screen with this help page attached.
Open Vouchers screen →

Reference​

For full field-by-field details, see the Vouchers Reference.