You can offer discounts to your members by customizing their membership plans.
When a membership is confirmed, the first invoice is generated automatically. To ensure the discount applies from the start, it’s best to add it before confirming the membership.
There are several ways to do this:
Adding a Discount in Basic Settings of the Plan
Add a custom discount under the Basic Settings section of a membership plan. Do this when you want the discount to apply to all new members signing up to a membership.
This allows you to give either:
A monetary discount (a fixed dollar amount off), or
A percentage discount (a percentage off their membership fee)
The discount will be automatically applied to the member’s monthly fees.
You can also choose how long the discount will last by setting a duration in months.
If you leave the duration field blank, the discount will continue indefinitely until you remove it.
Setting Up Discounts as Extras
Adding a discount as an extra in the plan settings, rather than lowering the plan price under Basic Settings, allows members to see how much a full membership costs before discounts.
Go to Setup » Plans » Edit Plan » Extras » Add Extra.
Create a negative charge (for example, -$25 or -10%) so it appears as a separate line item on invoices and is deducted from the total plan price.
Adding a Discount for a Single New Member
To give a discount to just one member (not everyone on the plan):
When adding the new member, check “Allow customizing the conditions before confirming the membership.”
You can then adjust their plan details before confirmation, including any custom discount.
Adding a Discount to an Existing Member’s Plan
To update an existing member’s plan:
Go to Member Profile » Plan » Customize Plan.
Make any desired changes, including adding or adjusting a discount.
Click Save Plan to apply the changes.
Changes take effect immediately and will be reflected on the next invoice.
Now that your discounts are set up, continue customizing your plans by adding extras, automating credits, or setting up special rates for different membership types.
Happy coworking!