Discounts

FineGym's discount system allows you to create promotional codes that apply to memberships and products. Configure percentage or fixed-amount discounts with flexible usage limits and validity periods.

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Overview

Discounts can be applied to:

• Membership Plans - Recurring or one-time membership purchases
• Products - POS items and merchandise

Each discount has:

• Unique discount code
• Amount (percentage or fixed)
• Validity period
• Optional usage limits

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Creating Discounts

Basic Setup

Location: Discounts → Add Discount

Click Add Discount to create a new discount:

Discount Information

Field	Description	Example
Name	Internal name	"New Year Promo"
Discount Code	Code customers enter	"NEWYEAR25"
Description	Internal notes	"2025 New Year promotion"

Discount Amount

Field	Description
Amount	Numeric value
Is Percentage	Toggle for % or fixed

Examples:

• 25% off: Amount = 25, Is Percentage = Yes
• $10 off: Amount = 10, Is Percentage = No

note

Percentage discounts cannot exceed 100%.

Validity Period

Control when the discount is usable:

Field	Description
Start Date	When discount becomes active
End Date	When discount expires (optional)
Is Active	Manual on/off toggle

Examples:

• Flash sale: Start today, end tomorrow
• Evergreen: Start date only, no end
• Future launch: Start date in the future

Applicability

Choose what the discount applies to:

Option	Description
Applicable to Products	Can be used on POS items
Applicable to Memberships	Can be used on membership plans

You must select at least one option.

Validity Scope

Option	Description
All items	Applies to all items in selected categories
Specific items	Only selected products/plans

When "Specific items" is selected:

• Choose individual products
• Select specific membership plans

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Membership Discount Settings

When applicable to memberships, configure recurring payment behavior:

Recurring Plan Payments

Option	Description
Apply to every payment	Discount continues for life of membership
Limit to set number	Discount applies to X payments only

Number of Payments

If "Limit to set number" is selected:

• Enter the number of discounted payments
• After that, full price applies

Example: 3 months discounted

• Recurring Plan Payments: Limit to set number
• Number of Payments: 3
• Member gets discount on first 3 monthly payments

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Usage Limits

Control how many times a discount can be used:

Total Usage Limit

Field	Description
Limit Total Uses	Enable overall cap
Total Uses	Maximum number of uses

When the limit is reached, the discount becomes unavailable.

Example: First 100 customers

• Limit Total Uses: Yes
• Total Uses: 100

Per Customer Limit

Field	Description
Limit Uses Per Customer	Enable per-person cap
Uses Per Customer	Max uses per member

Prevents the same member from using the discount multiple times.

Example: One-time use per member

• Limit Uses Per Customer: Yes
• Uses Per Customer: 1

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Discount Statuses

Discounts have automatic status based on their configuration:

Status	Condition
Active	Is active, within date range
Inactive	Manually deactivated
Upcoming	Active but start date in future
Expired	End date has passed

Status Flow

Inactive → Upcoming → Active → Expired
    ↑__________________________|
         (can reactivate)

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Managing Discounts

Viewing Discounts

Location: Discounts

The discount list shows:

Column	Description
Name	Discount name
Code	Discount code
Amount	Discount value
Status	Current status
Uses	Usage count
Valid Period	Start and end dates

Editing Discounts

Click a discount to modify:

• Name and description
• Amount (if not yet used)
• Validity dates
• Usage limits
• Applicability settings

warning

Some fields may be locked if the discount has been used to preserve invoice accuracy.

Viewing Discount Usage

Location: Discounts → [Discount] → Manage

See detailed usage information:

Active Memberships Using Discount

Table showing:

• Member name
• Membership plan
• Start date
• Remaining discounted payments

Recent Orders

Table showing:

• Invoice number
• Customer
• Date
• Amount saved

Deactivating Discounts

To stop a discount from being used:

1. Open the discount
2. Toggle Is Active to off
3. Save changes

The discount:

• Cannot be applied to new purchases
• Existing memberships keep their discount

Deleting Discounts

Discounts can only be deleted if:

• Never been used on any invoice

If the discount has been used, deactivate instead.

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Applying Discounts

During Membership Signup

When a member purchases a membership:

1. Enter the discount code
2. System validates the code
3. Discount applied to eligible items
4. Total updated with discount

At Point of Sale

When selling products:

1. Add items to cart
2. Click Apply Discount
3. Enter discount code
4. Discount applied to eligible products

On Invoices

Staff can add discounts to invoices:

1. Open a draft invoice
2. Click Add Discount or Modify Discount
3. Select the discount
4. Discount applies to eligible items

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Discount Validation

The system validates discounts before applying:

Check	Error If
Code exists	Code not found
Status active	Discount inactive/expired
Within dates	Outside valid period
Usage limit	Total uses exhausted
Per customer limit	Member exceeded their limit
Applicable	Items not eligible

Error Messages

Message	Meaning
"Discount code not found"	Code doesn't exist
"Discount is not active"	Manually deactivated
"Discount has expired"	Past end date
"Discount usage limit reached"	Total uses exhausted
"You have already used this discount"	Per customer limit reached
"Discount not applicable"	Items not eligible

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Common Discount Types

New Member Discount

Setting	Value
Amount	20%
Applicable to	Memberships
Recurring Payments	Limit to 1 payment
Per Customer	1 use

First month discount for new members.

Seasonal Promotion

Setting	Value
Amount	15%
Applicable to	Products & Memberships
Start Date	Holiday start
End Date	Holiday end
Total Uses	200

Limited-time holiday sale.

Referral Discount

Setting	Value
Amount	$25
Applicable to	Memberships
Recurring Payments	Limit to 1

One-time credit for referrals.

Student Discount

Setting	Value
Amount	10%
Applicable to	Memberships
Recurring Payments	Every payment
Validity	All membership plans

Ongoing discount for students.

Flash Sale

Setting	Value
Amount	30%
Applicable to	Products
Start Date	Today
End Date	Tomorrow
Total Uses	50

24-hour product sale.

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Best Practices

Naming Conventions

Use clear, descriptive names:

• ✅ "Summer 2025 - 20% Off"
• ✅ "New Member First Month Free"
• ❌ "Discount 1"
• ❌ "Promo"

Code Creation

Choose memorable, easy-to-type codes:

• ✅ "SUMMER25"
• ✅ "WELCOME10"
• ✅ "FLASH50"
• ❌ "DISC-2025-001-XYZ"

Usage Tracking

• Monitor usage counts regularly
• Set alerts before limits are reached
• Track which discounts perform best
• Review expired discounts

Planning Promotions

• Create discounts before promotions start
• Set future start dates for launches
• Use end dates to auto-expire promotions
• Test codes before advertising

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Troubleshooting

Discount Code Not Working

Check:

• Code is spelled correctly
• Discount status is Active
• Within valid date range
• Usage limits not exceeded
• Items are eligible

Discount Showing Wrong Amount

Verify:

• Percentage vs fixed amount setting
• Which items the discount applies to
• Whether items are eligible

Can't Delete Discount

Discount has been used on invoices. Options:

• Deactivate instead
• Keep for record-keeping

Discount Not Appearing for Member

Ensure:

• Discount is active
• Member hasn't exceeded per-customer limit
• Items in cart are eligible

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Related Topics

• Membership Plans - Plans eligible for discounts
• Products (POS) - Products eligible for discounts
• Payments & Invoices - Applying discounts on invoices