Must know
- Automatic discounts have no code. They apply at checkout whenever the cart meets the rule, and families see the campaign name with the reason it applied.
- Athlete count and Item count conditions can count This order or Across the family’s active enrollments. At most rows always count this order.
- Staff role and New customer conditions only match signed-in shoppers. A guest never qualifies for either.
- An automatic sale with no conditions also shows a sale label on your club website’s program cards and program pages.
1
Pick a type
On the Type step, choose an automatic type. Automatic types have no Code field, and the list shows a system code beside an Automatic badge.
2
Name it and set the scope
On the General step, enter a Campaign name (customers see it), then Valid from, an optional Valid to and the Scope. With Programs narrowed, Whole seasons covers every program in a season, including programs added later. Add Conditions. All must be met.
3
Set the amount
On the Pricing step, choose the amount and limits. You cannot change Count usage by after saving. For recurring products, Discount applies to offers First charge or Every charge.
4
Create it
Click Save as Draft or Create Discount, which makes it Active, or Scheduled if Valid from is in the future. Only active rules apply, and a rule stops once its Total redemptions (Total discounted orders for family rules) are used up.
Count conditions. At least rows have a Count setting: This order, or Across the family’s active enrollments (the default, adding current enrollments, memberships and passes). Every charge is refused for a count on This order, any New customer rule, and a Buy X, get Y whose buy and get items differ. Only discount beyond the minimum keeps the first qualifying items at full price (family and multi-class tick it for you). Max discounted items appears on any rule with a count and keeps only the cheapest items discounted.
Family discounts. The family type sets Count usage by to Orders per owning Family: one allowance covers every qualifying sibling in an order, and only the owning Family’s registrations count. Details are in How do family and sibling discounts work?. A program’s Manage Family discounts button opens the list for that program, where Create discount starts with it picked.
What families see. The checkout label reads “[campaign name] - [reason]”, such as “2 athletes enrolled” or “2 items in this order”, or “applied automatically” when no count applies.
Guests and new customers. New customer means no paid, partly paid or refunded invoice with your club yet. Account holds item checks a signed-in shopper’s whole account, but a guest’s cart only. A signed-out shopper who would qualify for a family count sees Sign in to apply family discounts. If signing in lowers the total, a notice reads “Your total went down to $X - a discount was applied. Please review and confirm.”
When discounts compete. Each line gets one discount. An automatic rule replaces a typed code only if it saves strictly more (a tie keeps the code), and the label reads “A better automatic discount replaced [CODE].” Automatic rules also compete with each other and with a program’s multi-session discount, and only the better applies.
Sales on your club website. A rule with no code and no conditions shows a green label with its name on program cards and program pages. Buy X, get Y and used-up rules do not. A first-charge-only sale on a recurring price reads “[name] - first payment $X”. To test a rule first, see How do I preview a discount before customers use it?.
Related: How do Family and sibling discounts work? · How do I discount recurring memberships or passes? · How do I control which products a discount applies to? · How are promo codes different from automatic discounts?