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How do promo codes work with Bundles

This article explains how member discounts interact with bundles, the most common reasons a discount does not apply, and how to set things up correctly.

Updated today

Bundles can include class packs, subscriptions, retail items, and more — and if you offer member discounts, you may expect those discounts to automatically apply when a member checks out with a bundle.

How discounts work with bundles

Arketa has three types of discounts that can apply to purchases: manual promo codes (entered by the client at checkout), automatic promo codes (apply automatically at checkout for all customers based on eligibility of the purchase) and automated member discounts (applied automatically based on customer eligibility rules you configure). All can be scoped to specific products, pricing option types, and customer segments.

Bundles are their own pricing option type, separate from class packs and subscriptions. For a discount to apply to a bundle at checkout, the discount must be explicitly configured to include bundles — it will not apply automatically just because it applies to other pricing options included in the bundle.

Key rule: A member discount only applies to a bundle at checkout if the discount is scoped to "Packages, subscriptions, and bundles" (or to the specific bundle itself) AND the client meets the eligibility criteria you have set.


Why a member discount may not apply to a bundle

1. The discount is not scoped to bundles

The most common cause. When building an automated discount or promo code, you choose what it applies to. If the discount was set up to apply to "Classes" or "Subscriptions" only — but not the bundle(s) pricing option — it will not trigger when a client checks out with a bundle.

How to check: Go to Settings → Discounts (for automated discounts) or Setup → Promo Codes (for manual codes). Open the discount in question and review what it is scoped to under "Specify code use." Bundles fall under the "Packages, subscriptions, and communities" category.

2. The client does not meet the eligibility criteria

Automated discounts include a "Specify customer eligibility" setting that controls who the discount applies to. If this is scoped to a specific client segment — for example, clients with an active membership — then the discount will only appear at checkout for clients who qualify.

If a client's membership has lapsed, is past due, or they are purchasing a bundle as a non-member, the discount will not trigger even if the bundle itself is in scope.

3. The client did not enter the promo code

Manual promo codes require the client to actively enter the code at checkout. Unlike automated discounts, they are never applied silently. If your member discount is set up as a manual promo code rather than an automated discount, members need to know the code and enter it themselves.

If you want the discount to apply without any client action, consider converting it to an automated discount. See How to build an automated discount.

4. The promo code has hit its usage limit or has expired

Promo codes can be configured with a maximum number of uses or an expiration date. If either limit has been reached, the code will no longer work even for eligible clients. Check the code's settings in Setup → Promo Codes to confirm it is still active.

5. The discount is scoped to a location that does not match

If a location is selected on a discount, it overrides all other product/service settings and applies the discount only to purchases at that location. If a client is checking out for a bundle tied to a different location, the discount will not apply. Double-check that no unintended location restriction is set.


How to configure a member discount for bundles

Setting up an automated member discount that includes bundles

  1. Select Add New (or edit an existing discount)

  2. Under Specify code use, check "Packages, subscriptions, and communities" — this is the category that includes bundles

  3. Optionally, narrow to a specific bundle by also checking "Classes" or selecting individual pricing options

  4. Under Specify customer eligibility, set who qualifies — for example, clients with an active membership

  5. Click Save changes

Once saved, the discount will apply automatically at checkout for any eligible member who purchases a qualifying bundle — no code entry needed.

Setting up a manual promo code that applies to a bundle

  1. Select Add New

  2. Uncheck "Applies to all products and services" if you want to restrict the code to bundles only

  3. Check "Packages, subscriptions, and communities" under the product eligibility options

  4. Set any usage limits, expiration date, and whether the code can be used once per client or multiple times

  5. Click Create Code

Share the code with your members and remind them to enter it at checkout when purchasing a bundle.


How to verify if a discount was applied to a purchase

  1. Go to Customers and open the client's profile

  2. Go to the Payments tab and click into the relevant payment

  3. The payment detail view shows the promo code or discount applied, as well as the discounted amount

If no discount appears, the client either did not qualify at the time of purchase, the discount was not scoped to bundles, or a code was not entered.


Frequently asked questions

Q: I set up an automated member discount on "all products and services" — why didn't it apply to a bundle?
A: Double-check that the discount is active and that the client met the eligibility criteria at the time of checkout. If the client's membership was inactive, past due, or the discount had expired, it would not have triggered. Also confirm no conflicting location restriction was set.

Q: Can I apply a discount to only one specific bundle and not all bundles?
A: Yes. In the discount settings, instead of selecting the broad "Packages, subscriptions, and communities" category, scroll down to select individual pricing options and choose the specific bundle by name.

Q: Will a member discount apply to a recurring bundle on every billing cycle?
A: For promo codes, a percentage discount applied to a recurring bundle will continue to apply every billing cycle. An amount-based discount applies as a one-time credit. For automated discounts, the behavior depends on the eligibility rules — as long as the client continues to meet the criteria (e.g., retains an active membership), the discount will apply. See the Promo Code Guide for full details on how promo codes interact with recurring purchases.

Q: My client says the discount didn't show up at checkout. What should I check first?
A: Start with these three checks: (1) Is the discount scoped to bundles under "Packages, subscriptions, and communities"? (2) Did the client have an active membership or otherwise meet your eligibility criteria at the time? (3) If it's a manual promo code, was it entered correctly and is it still active? Arketa shows error messages in the Point of Sale when a code is ineligible, which can help pinpoint the issue.

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