This article will cover how to set up and apply a members only discount to your products
Set up the discount
Steps
- Navigate to Settings > Organisation > Discounts
- Select 'add discount strategy' in the top-right
- Give the discount a description, e.g. 'Members-only discount' and click the save icon
- Click the + button at the left of the discount
- Click 'add range'
- Select the unit
- The unit will depend on what is being discounted, e.g. 'item' if it is for merchandise/subscriptions, 'person' if it is for siblings and session/schedule if it is a class or event
- Apply the range.
- The range is the section where you can determine what triggers the discount, when, how much it discounts and whom it applies to.
For example; If the discount is 20% off all merchandise if you are a member, the unit and range will be as below:
* The range maximum is left blank because the discount applies to the first item of merchandise purchased and continues for any subsequent items
- The range is the section where you can determine what triggers the discount, when, how much it discounts and whom it applies to.
- Choose a volume or progressive discount type
- For more information on choosing whether the discount type, click here
- Tick the 'Members only' checkbox
- Click the save icon under the 'Actions' column
Define who your 'members' are
Before you can start utilising members-only discounts, you will need to identify who your members are so that the system can ensure that only these individuals are eligible for the discount.
To do this, you will need to determine which product a customer must buy to classify them as a 'member'
Steps:
- Navigate to Settings > Products
- Select the product from the left-side menu
- Expand the 'details' section
- Select 'yes' in the section shown below:
And that's it! Anyone who purchases this product will be considered 'members' and become eligible for any 'members-only discounts' you build an assign to the product.
Apply the discount
After building the discount and identifying who your 'members' are, the next step is to apply this discount to the products that will be eligible to be discounted.
For more information on applying discounts to products and groups, click here