Below, you’ll find the steps for how to apply a discount to the sale of a membership.
- Locate your client’s profile from the ‘Clients’ list or use ‘Global Search’
- Once you’ve located the client, click on their name to pull up their client profile
- Click the ‘Membership’ tab
- Click ‘Add Membership +”
- Select a membership and click ‘Purchase’
- Under ‘Discount’, select a discount rate from the dropdown menu
- Select a ‘Payment Method’ and click ‘Proceed with Transaction’
The purchase will now be processed with the discount applied. Your client will receive a receipt including discount details. You can view details of the sale from the ‘Transactions’ tab of their client profile or via your transactions reports.
