Automated promo codes enhance the customer experience by eliminating the need for manual code entry when checking out with a discount. They also reduce the likelihood of errors, ensuring that eligible customers receive their discounts without any friction during the checkout process.
How to build an automated discount?
Go to "Settings --> Discounts"
Select "Add New"
Create the code and fill out the fields
Under specify code use you can select what this discount would be eligible for:
Gift cards
Types of classes
In-person
Live stream
On demand videos
Private sessions
Events
Packages, subscriptions, and communities
Classes
Service templates
Retail/shop
Under specify customer eligibility select how many customers are eligible for the discount
Click "Save changes"
What are our favorite use cases for an automatic discount
Member discounts: By building special discounts for your members you can incentivize them to buy memberships. Examples include: 10% off all retail. 15% off workshops + retreats etc.
Discounts for friends + family: Build a special discount for special groups such as veterans, friends + family etc. for 20% off specific items so they can feel special every time they checkout without using a promo code.
Retail discounts for team members: Make those who support your business feel special but offering them 50% off retail or 20% off private training sessions.
Applying discount for Events: A great way to give member's a discount for an event or give clients a discount on booking an event early 😊
Understanding "Specify Customer Eligibility" — Specific Pricing Options
When setting up an automated discount, you can restrict it to customers who have purchased a specific pricing option — for example, only clients who bought a particular membership or summer pack. This is done under Specify customer eligibility → Specific pricing options.
However, it's important to know that only active, visible memberships (subscriptions) appear in this selector. The following pricing option types will not appear:
Class packs (non-recurring packages) — one-time purchase packs are not supported in the eligibility picker
Hidden pricing options — if a pricing option has been set to hidden, it will not appear in the list
Date-limited or expired pricing options — packages with a purchase window (e.g., available June–September only) may not appear if they are outside their active sale period
Bundles — bundle pricing options are not available as eligibility criteria in this selector
💡 Tip: If your intended pricing option isn't showing up, check that it is a recurring subscription, is set to visible (not hidden), and is currently within its active sale window. If you need to restrict a discount to class pack or bundle purchasers, consider using a manual promo code shared directly with those clients instead.
What to do if your pricing option isn't appearing
Go to Setup → Pricing and locate the pricing option you want to use.
Confirm it is a subscription/membership type (not a class pack or bundle).
Check that the pricing option is set to visible — hidden options will not appear in the eligibility selector.
If the pricing option has a date-limited purchase window, confirm that window is currently open.
If you need to target clients who purchased a class pack or bundle, use a manual promo code and share it directly with eligible clients.