What makes the new Discounts feature better:
🏷️ Named discounts - Give each discount a clear, descriptive name
📋 Easy selection - Staff choose from a dropdown (no need to memorize codes!)
🎯 Smart filtering - Only applicable discounts appear for each item
📊 Better tracking - See exactly which discounts are being used
🔒 Controlled access - Set who can create and apply discounts (learn more in the Discount Permissions guide)
Why Use Named Discounts?
Before: Staff had to remember promo codes like "SPRING2025" and manually enter rebate amounts, leading to errors and inconsistency.
Now: Staff select "Spring Sale 20%" from a dropdown, ensuring consistent application and better reporting.
Creating a New Discount
1. Access the Discounts Feature
Navigate to Promotions in the left sidebar
Click on Discounts
Click + Add New Discount
2. Set Up Basic Information
Discount Name ✱ Required
This is the name your staff will see when selecting discounts in POS or member profiles.
Visible to: Employees only (not shown to clients)
Best practice: Short and descriptive
Examples:
"Black Friday 25%"
"Student Discount"
"Referral Reward"
Discount Code - Optional
An optional code that clients can manually enter to apply the discount.
Examples: "BF25", "STUDENT10", "FRIEND15"
Use when: You want clients to enter a code during online checkout
Leave empty if: The discount should only be selectable from the dropdown
3. Choose What the Discount Applies To
Applicable Categories ✱ Required
Select which types of items this discount can be applied to:
Memberships
Services
Products
Events
Online courses
By default, the discount applies to ALL items in the selected categories.
4. Set the Discount Value
Choose your discount type:
Percentage (%) - Discount as a percentage of the price
Example: 25% off a $100 membership = $75
Fixed Amount ($) - Specific dollar amount off
Example: $20 off a $100 membership = $80
5. Configure Limitations (Optional but Recommended)
Total Usage Limit
How many times can this discount be used in total?
Leave empty for unlimited usage
Enter a number to limit uses (e.g., "50" for the first 50 customers)
Minimum Purchase Amount (before taxes)
What's the minimum cart value required for this discount to apply?
Example: "$75.00" means the purchase must be at least $75 before taxes
Leave empty for no minimum
6. Set the Active Period
Start Date ✱ Required
When does this discount become active?
End Date - Optional
When does this discount expire?
Leave empty for unlimited duration (discount stays active indefinitely)
Set a date for time-limited promotions
💡 Tip: For seasonal promotions, always set an end date!
Days When Discount Applies
Select which days of the week this discount can be used.
Default: All days are selected
Customize: Uncheck days when the discount shouldn't apply
Example: "Weekend Special" - only Saturday and Sunday checked
7. Online Sales Settings
Allow for online sales
Choose whether clients can use this discount when purchasing online through your website or member portal.
Yes - Discount available for online purchases
No - Discount only available in-person at POS or when staff assigns items
Applying Discounts in POS and Member Profiles
Where Can Discounts Be Applied?
Discounts can be selected in :
Point of Sale (POS) - When processing transactions at the front desk
Member Profile - When assigning memberships or services to a member
Member management- When creating a new member.
Calendar - When adding a member to an Event.
How to Apply a Discount
Select the items
Look for the "Discount applied" field
Click the dropdown
Select the discount from the list
What you'll see:
Only discounts applicable to the selected item(s) will appear
You will see the "custom discount" option
If you have the permission you will be able to override the rebate
If not, you will be ask to add the credential of an employee who has the permission.
The discount is applied immediately to the transaction
💡 Note: If your role has limited permissions, you may only see certain options. Learn more in the Discount Permissions guide.
Best Practices
✅ Use clear, descriptive names - "Spring Sale 20%" beats "Discount1"
✅ Set end dates for promotions - Prevent outdated discounts from being applied
✅ Configure usage limits - Protect against abuse of promotional codes
✅ Review discounts regularly - Disable or remove expired discounts monthly
✅ Test before launching - Create a test transaction to verify the discount works correctly
✅ Communicate with staff - Ensure everyone knows which discounts exist and when to use them