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How to build an automated discount
Updated over 8 months ago

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?

  1. Select "Add New"

  2. Create the code and fill out the fields

  3. Under specify code use you can select what this discount would be eligible for:

    1. Gift cards

    2. Types of classes

      1. In-person

      2. Live stream

      3. On demand videos

      4. Private sessions

      5. Events

    3. Packages, subscriptions, and communities

    4. Classes

    5. Service templates

    6. Retail/shop

  4. Under specify customer eligibility select how many customers are eligible for the discount

  5. 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 😊

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