Creating and Managing Discounts

What makes the new Discounts feature better:

• 🏷️ Named discounts - Give each discount a clear, descriptive name
• 📋 Easy selection - Staff choose from a dropdown (no need to memorize codes!)
• 🎯 Smart filtering - Only applicable discounts appear for each item
• 📊 Better tracking - See exactly which discounts are being used
• 🔒 Controlled access - Set who can create and apply discounts (learn more in the Discount Permissions guide)

Why Use Named Discounts?

Creating a New Discount

1. Access the Discounts Feature

1. Navigate to Promotions in the left sidebar
2. Click on Discounts
3. Click + Add New Discount

2. Set Up Basic Information

Discount Name ✱ Required
This is the name your staff will see when selecting discounts in POS or member profiles.

• Visible to: Employees only (not shown to clients)

• Best practice: Short and descriptive

• Examples:

  • "Black Friday 25%"

  • "Student Discount"

  • "Referral Reward"

3. Choose What the Discount Applies To

Applicable Categories ✱ Required
Select which types of items this discount can be applied to:

• Memberships

• Services

• Products

• Events

• Online courses

By default, the discount applies to ALL items in the selected categories.

4. Set the Discount Value

Choose your discount type:

Percentage (%) - Discount as a percentage of the price
Example: 25% off a $100 membership = $75

Fixed Amount ($) - Specific dollar amount off
Example: $20 off a $100 membership = $80

5. Configure Limitations (Optional but Recommended)

Total Usage Limit
How many times can this discount be used in total?

• Leave empty for unlimited usage

• Enter a number to limit uses (e.g., "50" for the first 50 customers)

Minimum Purchase Amount (before taxes)
What's the minimum cart value required for this discount to apply?

• Example: "$75.00" means the purchase must be at least $75 before taxes

• Leave empty for no minimum

6. Set the Active Period

Start Date ✱ Required
When does this discount become active?

End Date - Optional
When does this discount expire?

• Leave empty for unlimited duration (discount stays active indefinitely)

• Set a date for time-limited promotions

Days When Discount Applies
Select which days of the week this discount can be used.

• Default: All days are selected

• Customize: Uncheck days when the discount shouldn't apply

• Example: "Weekend Special" - only Saturday and Sunday checked

7. Online Sales Settings

Allow for online sales
Choose whether clients can use this discount when purchasing online through your website or member portal.

• Yes - Discount available for online purchases

• No - Discount only available in-person at POS or when staff assigns items

Applying Discounts in POS and Member Profiles

Where Can Discounts Be Applied?

Discounts can be selected in :

1. Point of Sale (POS) - When processing transactions at the front desk

2. Member Profile - When assigning memberships or services to a member

3. Member management- When creating a new member. 
4. Calendar - When adding a member to an Event. 

How to Apply a Discount

1. Select the items 

2. Look for the "Discount applied" field

3. Click the dropdown

4. Select the discount from the list

What you'll see:

• Only discounts applicable to the selected item(s) will appear

• You will see the "custom discount" option

  • If you have the permission you will be able to override the rebate
  • If not, you will be ask to add the credential of an employee who has the permission. 

• The discount is applied immediately to the transaction

Best Practices