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How do I apply a discount only to the first month of a membership?

By default, when you apply a discount in a client’s profile, it will be applied to all months of the membership.

To apply a discount only to the first month, you can use one of the two methods below:


🔹 Method 1: Client Credit (Recommended)

  1. Before assigning the membership, go to the client’s profile.

  2. Add a credit equal to the discount amount (e.g. 60% of the first payment).

  3. Assign the membership without applying any discount.

  4. The credit will be used to reduce only the first payment.

  5. The remaining payments will be charged at the regular price.

This is the recommended method, as it prevents the discount from being applied to every month.


🔹 Method 2: Manually edit the first installment

  1. Create the membership without immediate payment and without any discount.

  2. Once assigned, go to the Payments tab.

  3. Manually edit the first installment to apply the desired discount.

  4. Leave the other installments unchanged.


Important

  • If you apply a discount using the “Discount” tab in the client profile, it will apply to all monthly payments.

  • Be sure to remove any permanent discount after using one of the methods above.

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