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Creating & Managing 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.

Overview​

Discounts can be applied to:

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

Each discount has:

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

Creating Discounts​

Basic Setup​

Location: Discounts → Add Discount

Click Add Discount to create a new discount:

Discount Information​

  • Name — Internal name (e.g., "New Year Promo")
  • Discount Code — Code customers enter (e.g., "NEWYEAR25")
  • Description — Internal notes (e.g., "2025 New Year promotion")

Create a gym discount code with percentage, amount, and usage limits

Discount Amount​

  • 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:

  • 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:

  • Applicable to products — Can be used on product items
  • Applicable to memberships — Can be used on membership plans

You must select at least one option.

Validity Scope​

  • 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

Membership Discount Settings​

When applicable to memberships, configure recurring payment behavior:

Recurring Plan Payments​

  • Apply to every payment — Discount continues for life of membership
  • Limit to a set number of payments — Discount applies to X payments only

Number of Payments​

If "Limit to a set number of payments" is selected:

  • Enter the Number of payments allowed
  • After that, full price applies

Example: 3 months discounted

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

Usage Limits​

Control how many times a discount can be used:

Total Usage Limit​

  • 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​

  • 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

Discount Statuses​

Discounts have automatic status based on their configuration:

  • 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)

Managing Discounts​

Viewing Discounts​

Location: Discounts

The discount list shows:

Discount list with name, code, amount, status, and usage

  • Name — Discount name
  • Code — Discount code
  • Amount — Discount value (with % or currency)
  • Status — Current status
  • Valid from — Start and end dates
  • Usage — Usage count vs. limit

Editing Discounts​

Click a discount to modify:

  • Name and description
  • Amount
  • Validity dates
  • Usage limits
  • Applicability settings

Viewing Discount Usage​

Location: Discounts → [Discount] → Manage

See detailed usage information:

Active recurring memberships using this discount​

  • Membership — Membership plan name
  • Member name — Member's name
  • Created at — Membership creation date
  • Next Billing Date — Next scheduled billing date

Recent orders with this discount​

  • Invoice number — Related invoice number
  • Member name — Member's name
  • Created at — Order date
  • Status — Invoice status
  • Created by — Staff who created the order
  • Total amount — Order total

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.

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

On Invoices​

Staff can add discounts to invoices:

  1. Open a draft or open invoice
  2. Click the pencil icon next to the discount field
  3. Select the discount in the "Update discount" panel
  4. Click Save

Discount Validation​

The system validates discounts before applying:

  • 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

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
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