Member discounts
Create automatic discounts for clients with active memberships to reward loyalty and encourage repeat visits.
Settings → Member Perks → Discounts lets you create automatic discounts that apply to clients who hold an active recurring membership or carry a designated client tag — rewarding loyalty and encouraging repeat purchases.
How member discounts work
Unlike promo codes (which anyone can use), member discounts apply automatically at checkout when a client has a qualifying active membership or a tag you've designated. No code is needed.
Eligibility is based on recurring memberships (subscriptions and recurring bundles) and client tags — when you set up a discount, you choose which memberships and tags qualify. One-time purchases such as class packs and credit packages don't make a client eligible on their own and won't appear in the Specific pricing options eligibility list; to extend a discount to those clients, give them a qualifying tag instead.
What matters is how the pricing option is built, not what it's called. An annual or multi-month option sold as a single upfront payment is a one-time bundle, so it won't appear in the eligibility list even when its name says "membership" — while the payment-plan version of the same option, which bills on a recurring schedule, will. If you sell both, expect to see only the payment-plan versions listed. To include the paid-in-full clients, either tag them using the steps below, or rebuild that option as a membership that renews annually.
Create a discount
- Go to Settings → Member Perks → Discounts
- Click Add new discount
- Set the discount name, amount (percentage or fixed), and which pricing options or client tags qualify
- Choose what the discount applies to (drop-ins, retail, etc.)
- Save
The discount is active immediately for qualifying members.
Specific pricing options is a fixed list. It records the memberships you tick at the time, and it does not pick up memberships you create later — so if you retire a membership and rebuild it (a new season, a new price, a renamed tier), the discount keeps pointing at the old one and quietly stops applying to everyone on the new one. Nothing flags this; the first sign is usually a client asking why they paid full price.
Two ways to stay ahead of it: choose All memberships if the perk is meant for every member, which keeps working across catalogue changes, or re-open the discount and tick the new memberships whenever you add one. It's worth re-checking the eligibility list any time you reorganize your pricing options.
Extend a discount to class pack holders
Member discounts are membership-only by design, so a class pack can't make a client eligible on its own. To reward pack buyers anyway, tag them automatically when they buy the pack, then key the discount to that tag.
If what you actually want is earlier booking access for pack holders, you don't need this workaround. Early booking privileges accept a class pack directly — select the pack as a qualifying pricing option in the policy. Only the All memberships shortcut is limited to memberships.
Pick a tag name
Decide on one short, consistent name for the group — for example "Pack holder". You don't have to create it first, but naming it deliberately keeps your list clean. See client tags.
Tag pack buyers automatically
Go to Marketing → Automations and click Create automation. Choose the trigger Client purchased pricing option and filter it to the packs you want to reward, or leave it on Any Service or Package. Add a Tag action, choose Add a tag, and pick your tag. Leave Re-enroll on — it's on by default — so repeat buyers get re-tagged, then set the automation to Active.
Key the discount to the tag
Go to Settings → Member Perks → Discounts and click Add new. Under eligibility, select your tag under Client tags, instead of — or alongside — a membership under Specific pricing options. Set the amount and what it applies to, then save.
Remove the tag when the pack ends
Build a second automation that removes the tag, so the discount stops when the pack does. Use the triggers below.
A tag-based discount covers everything a membership-based one does: classes, services and service add-ons, retail, offerings, and gift cards — and it can be limited to a single location.
Tag changes are processed shortly after the purchase, not inside the checkout itself. A client who buys a pack and immediately buys something else may not see the discount on that second item.
Triggers for removing the tag
| Trigger | Use it to |
|---|---|
| Client used all pricing option credits | Remove the tag when the pack is fully used up |
| Package expiring soon | Remove the tag a set number of days before the pack expires — minimum 1 day, and it only fires while credits remain |
| Package credits running low | Warn the client, or remove the tag, at an exact remaining-credit count — it matches that number exactly, so it won't fire if a booking skips past it |
Ending the perk at the exact moment a pack expires isn't currently possible. The closest approximation is two removal automations: Client used all pricing option credits for packs that get used up, and Package expiring soon set to 1 day for packs that run out of time. Pack holders with credits left over lose the discount up to a day before their pack actually expires.