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Must know
  • Creating a discount takes three steps: Type, General and Pricing.
  • Promo code, Buy X, get Y, Pay in full and Spend & save keep a Code field that families enter at checkout. The other seven types apply automatically with no code.
  • Count usage by is set on the Pricing step and can’t be changed after you create the discount.
  • Codes are uppercased and spaces are removed as you type. Each code must be unique in your club.
Where to find it. Go to Settings > Financials > Discounts and click Create discount. From a program, Manage Family discounts opens the Discounts list for that program. Clicking Create discount there starts the wizard scoped to that program.
1

Choose a type

The Discount type gallery has 11 cards: Staff discount, Family / sibling discount, Multi-class discount, Member price, New customer welcome, Pay in full, Buy X, get Y, Early-bird sale, Spend & save, Automatic sale and Promo code. Click one to jump to General. It presets the wizard, and you can change anything.
2

Fill in General

Enter a Campaign name. For a coded type, type a Code or click Generate random code for an unused 8-character one. A code already in use shows “This code already exists in the system.” and blocks Next. Automatic types show “This discount applies automatically at checkout - no code required.”Valid from starts as today, and a blank Valid to shows No expiry. Valid to can’t be earlier than Valid from. Scope starts as all products (passes, memberships, programs and the store), or Programs for Multi-class discount. Narrow it to pick specific items. If it still includes Programs, a Whole seasons picker appears beside the programs picker. It covers every program in a season, including programs added later.Under Conditions, click Add condition. All conditions must be met. Some types prefill them, such as Staff discount, Family / sibling discount and Pay in full.
3

Fill in Pricing

Choose % or $ and enter the amount. A percentage can’t exceed 100%.Count usage by is Qualifying items per customer (the default) or Orders per owning Family (preset for Family / sibling discount). The total limit reads Total redemptions, or Total discounted orders under Family counting. The per-customer limit reads uses per athlete, uses per account or orders per Family, depending on scope and counting. Leave a limit blank for unlimited.Minimum purchase amount is optional. Max discount cap shows only for a percentage, and switching to $ clears it.If the scope includes memberships, passes or programs, Discount applies to asks for First charge or Every charge (including renewals). Every charge is unavailable when a condition counts only This order.
4

Save it

Click Create Discount. It is Active if Valid from is today or earlier, or Scheduled if it is a future date. A coded discount copies its code to your clipboard.
Saving a draft. Save as Draft appears on General and Pricing. It saves the discount, shows “Draft saved” and returns you to the Discounts list. No amount is needed yet. Copy from Existing. On General, this button prefills everything except the campaign name and code, including the type and conditions. It is disabled until your club has a discount to copy. A past start date becomes today. A migrated rule with preserved program pricing can’t be copied, so start a new Family discount. Buy X, get Y. The wizard adds a buy-side card, and Scope is labeled Customer gets. It needs at least one buy item, and the reward side can’t be all products. Details: How do I set up a Buy X, get Y discount?. Related: How do I control which products a discount applies to? · How do I limit how many times a code can be used? · How do I set up a discount that applies automatically? · How do I set up a Buy X, get Y discount?