A BoldDesk coupon code (also called a promo code or discount code) is a unique alphanumeric string that provides a price reduction or special offer when entered during checkout on the BoldDesk website.

This guide walks you through the steps to successfully apply coupon codes during your BoldDesk product purchase. Whether you’re using a promotional code from an email, a seasonal offer, or a partner discount, follow these instructions to ensure your savings are applied correctly.

How to Apply a Coupon Code in BoldDesk

Follow these steps to select a BoldDesk plan and apply a coupon code during checkout.

1. Open Billing & Subscription

1. Sign in to the BoldDesk Agent Portal as an administrator.

2. Go to Admin > Billing & Subscription.

3. Select the applicable product tab:

   • AI-First
   • HelpDesk

4. Select the required billing cycle:

   • Monthly
   • Yearly
   
   
   

2. Select a Plan

Review the available plans and select one of the following options:

• Click Choose Plan for the required plan.

• Click Purchase Now if that option is displayed for the selected plan.
  

  
  
  

The plan-selection page displays the plan price, billing frequency, included AI credits, human-agent allocation, and key plan features.

3. Review and Configure the Plan

On the Build your plan page:

1. Confirm the selected Billing Cycle.

2. Review the included AI credits and human-agent allocation.

3. Enable any required add-ons.

4. If AI Credits are enabled, select the required number of credit packs.

5. Review the selected products and add-ons under Order Summary.

6. Confirm the subtotal, tax, and total amount.

7. Click Proceed to Payment.
   

   
   
   

4. Open the Promotion Code Field

BoldDesk redirects you to the Stripe-hosted checkout page.
On the checkout page:

1. Review the selected subscription items and subtotal.

2. Select the required currency if multiple currency options are displayed.

3. Click Add promotion code below the subtotal.
   

   
   
   

5. Apply the Coupon Code

1. Enter or paste the coupon code exactly as provided.
2. Click Apply.
3. Wait for the checkout summary to update.

Coupon codes may be case-sensitive. To avoid typing errors, copy and paste the code without adding spaces before or after it.

6. Verify the Discount

Before completing the purchase, confirm that:

• The promotion code is shown as applied.
• The discount appears in the checkout summary.
• The Total due today reflects the discounted amount.
• The selected plan, add-ons, billing cycle, and currency are correct.

7. Complete the Purchase

1. Enter or select the required payment information.
2. Complete any identity or payment verification requested by Stripe Link.
3. Alternatively, select Pay without Link to enter payment details without using Stripe Link.
4. Review the final amount.
5. Complete the payment.

After the payment is successful, BoldDesk activates or updates the subscription according to the selected plan and billing cycle.

Frequently Asked Questions

1. Can I apply more than one coupon code?
   No. Only one coupon code can be applied to a transaction.

2. Do coupon codes apply to subscription renewals?
   Coupon eligibility depends on the terms of the promotion. Review the coupon terms to confirm whether it applies to a new subscription, an upgrade, or a renewal.

3. Where do I enter the coupon code?
   After reviewing the plan under Build your plan, click Proceed to Payment. On the Stripe checkout page, click Add promotion code, enter the code, and click Apply.

4. Why is the promotion code option not displayed on the plan page?
   The Add promotion code option is available on the Stripe checkout page. Complete the plan configuration and click Proceed to Payment to access it.

5. What should I do if the coupon code does not work?
   Confirm that:

   • The code was entered exactly as provided.
   • No spaces were added before or after the code.
   • The coupon has not expired.
   • The coupon applies to the selected plan and billing cycle.
   • The coupon is valid for the organization or purchase type.

   If the code remains invalid, contact BoldDesk Support and provide the coupon code, selected plan, billing cycle, and a screenshot of the checkout message.

6. How do I confirm that the coupon was applied?
   Review the checkout summary before submitting payment. The applied discount and updated Total due today must appear on the Stripe checkout page.

7. Can I apply the coupon after completing the payment?
   Apply and verify the promotion code before completing the purchase. If payment has already been submitted without the discount, contact BoldDesk Support.