PlatformCRM
Discounts
Create controlled discounts for products, services, members, customers, and companies
Discounts let operators reduce the price of products or services in a controlled way, whether for members, specific customers, selected companies, promotions, or one-off goodwill gestures.
Navigating to Discounts
Discounts are configured under Settings > Discounts.
How Discounts Are Applied
A discount can be applied in several ways:
- Attached to a membership plan, so active members on that plan receive the discount automatically at checkout.
- Attached to a customer or company account, so only that account can use it. Customers can inherit discounts from a linked company.
- Applied by staff at checkout, selectively against eligible products, services, sublocations, or product categories.
- Configured with promo codes, so a code can be associated with the discount for customer-facing or operational redemption flows that support promo entry.
Configuring a Discount
When you create a discount you can control:
- Type: percentage off or a fixed amount.
- Scope: which products, sublocations, or categories the discount applies to.
- Applicable days: which weekdays the discount can be used.
- Redemption limit: unlimited, once per customer, or once per customer within a day, week, month, or year.
- Promo code: no code, one code, or multiple codes associated with the discount.
- Customer or company attachment: attach the discount directly to a specific customer or company account so only eligible accounts can use it.
- Membership plan attachment: attach the discount to one or more membership plans for automatic member benefits.
