Create and Apply Discount Codes for Memberships

Creating a Discount Code

To get started, navigate to the Discounts section and create a new discount code. There are two pieces of information you'll name: the discount code itself (what your clients will type at checkout) and a title for your own internal reference.

When setting up the discount amount, you can choose between a percentage off or a fixed dollar amount. A percentage discount will calculate the savings based on the specific membership price, while a dollar amount will deduct a flat sum regardless of the membership's price.

Step-by-step: Setting up a new discount code

1. Go to Discounts and click to create a new discount.
2. Enter a discount code (client-facing) and a title (internal reference).
3. Choose your discount type — percentage or dollar amount — and enter the value.
4. Under usage per client, choose Unlimited or Limited. For memberships, this corresponds to the number of billing cycles the discount applies to. For example, set it to 3 if you want the discount to apply for three cycles.
5. Set the total usage limit — either restrict it to a specific number of clients (e.g., the first 10 or 50) or leave it unlimited for all clients.
6. Choose which assets are part of the discount by selecting all or specific Memberships (you can also include offerings, packages, or store items if needed).
7. Optionally, set an expiration date by which clients must use the code.
8. Click Create to publish the discount.

Once created, you'll see the code listed with its title, discount amount, and status. You can edit it at any time and track how many clients have used it.

A Note on Expiration Dates

Setting an expiration date means clients must apply the code before that date. However, if a client uses the code before it expires, the discount will continue for the full number of billing cycles even after the expiration date passes. So a client who applies a 3-cycle discount the day before it expires will still receive all three cycles of savings.

Applying a Discount Code at Checkout

Discount codes can be applied in two ways: through your point of sale or by the client themselves during checkout.

When a client selects a membership (for example, one with an introductory price of $80 that later rises to $100), entering a $10 discount code at checkout will immediately reduce the price to $70. Both you and your client will be reminded that the discount applies for the set number of billing cycles before the standard price takes effect.

Applying a Discount to an Existing Membership

If a client already has an active membership and requests a discount after signing up, you can apply it manually without needing them to re-enroll.

Step-by-step: Adjusting payment for an existing member

1. Go to the client's membership details.
2. Check their current billing status — for example, confirm whether they are still in an introductory pricing period.
3. Use the adjust payment amount option to set a reduced price for the next set of cycles (e.g., change $80 to $70 for the next two cycles).
4. If you'd also like to discount the standard rate after the introductory period ends, come back and make another adjustment at that time.

This approach lets you honor a discount code for members who may have missed it at checkout.

Tips

Match your cycles carefully. The billing cycle count you set on the discount code is what's shown at checkout — double-check it before publishing, since it's visible to clients as they purchase.

Use the title field wisely. Since the title is internal only, use it to keep track of campaign names, dates, or context (e.g., "Spring 2025 Promo – $10 off").

Combine with introductory pricing. Discount codes stack on top of introductory membership prices, giving you a flexible way to offer an even lower entry price for new members during the promotional period.