💸 Setting Up Automatic Member Discounts
Discounts can be automatically applied to members’ orders once configured.
🛠️ How to Set Up a Discount
Go to
Settings > Discounts, then click Create
2. Enter Name and Description
Name: Internal name for the discount
Description: Shown on invoices and receipts
3. Set Discount Period
Define Duration: Set the Effective From and Until dates.
Ongoing Discounts: Check "No end date" if the discount should remain active indefinitely.
Apply Discount Based On:
Purchase Date: Applies the discount based on the date the order is placed.
Billing Date: Applies the discount based on the order’s bill date.
(e.g., An order covering May 15 to June 15 will be calculated using the May 1 billing date.)
Lesson Date: Applies the discount specifically to the dates the lessons take place.
4. Set Discount Type and Value
Select “Basic”
Choose:
% = Percentage discount (e.g.
10= 10% off)$ = Fixed amount discount
Apply the discount to:
All products
Or Specific products (see step 5)
5. Apply to Specific Items (if selected)
Check the boxes next to the products the discount applies to
6. Select Target Audience
Choose “Some Students” to apply the discount only to selected Membership Types
7. Select Membership Type
Choose the eligible membership type(s) and click Save
8. Discount Applied Automatically
When creating a new order in Sales, the discount will be automatically applied for eligible members