Must know
- Discount applies to decides what renewals bill. First charge discounts only the first payment. Every charge re-applies the discount on each renewal. New discounts start on First charge. The Staff discount template presets Every charge, and New customer welcome presets First charge.
- Every charge isn’t available for a count measured on This order, for New customer rules, or for most Buy X, get Y offers.
- Each renewal re-checks the discount (status, dates, conditions, minimum), so a renewal can bill full price.
- Renewals don’t use up Total redemptions or per-customer uses again.
1
Include a recurring type in the scope
Go to Settings > Financials > Discounts and open a discount, or select Create discount. On the General step, set the Scope to include Memberships, Passes, Programs or all products. A Store only scope hides the control.
2
Choose Discount applies to
On the Pricing step, under Discount applies to, pick one:
- First charge (“One-time”): the discount comes off the first payment only. Renewals bill at full price.
- Every charge (“Including renewals”): each renewal is priced with the discount when it bills.
- The discount isn’t Draft or Deactivated, and today is inside Valid from and Valid to in your club’s time zone.
- It is still set to Every charge.
- Its conditions still hold, such as a staff role or a family enrollment count. A family count rule gains the discount when a sibling enrolls and loses it when one drops.
- The single per-period charge meets the Minimum purchase amount. Max discount cap limits each renewal too.
- An automatic First charge discount shows on a program’s public card as “[sale name] - first payment $X”.
- A program’s multi-session discount doesn’t replace an Every charge discount, unless its Minimum purchase amount is above the per-period price.
- Punch card re-purchases always renew at full price.