Discounts

Discounts in WodBoard allow you to reduce the amount a customer pays for a membership without having to create a separate membership plan at a different price.

A discount is attached to the customer's membership, so the original membership price remains unchanged.

Creating a Discount

To create a new discount:

1. Head to Memberships
2. Select Discounts
3. Click New Discount
4. Enter the details of your discount, this can be in % or £
5. Click Save

Once created, the discount can be selected when adding an eligible membership to a customer.

Discount Name

Give the discount a clear name so staff can easily identify why it is being used.

For example:

• NHS Discount
• 10% Family Discount
• Founding Member
• Staff Membership
• £20 Monthly Discount

Using descriptive names becomes particularly useful if you have several different discounts available.

Why Use a Discount Instead of Creating Another Membership?

In many cases, discounts are preferable to creating duplicate membership plans.

For example, rather than creating:

• Unlimited Membership - £100
• Unlimited Membership NHS - £90
• Unlimited Membership Family - £85
• Unlimited Membership Staff - £50

You can keep one Unlimited Membership and apply the appropriate discount to each customer.

This keeps your membership setup simpler and makes future price changes easier to manage.

Creating a separate membership may still make more sense where the membership itself has different benefits, booking limits or terms.

Discounts and Membership Price Changes

Discounts continue to apply if you later change the underlying price of a membership.

For example:

• Membership price: £100
• Customer discount: £20
• Customer pays: £80

If you increase the membership price to £110, the existing £20 discount remains in place.

The customer will therefore start paying:

£110 - £20 = £90

If you want the customer to continue paying £80, you would need to increase their discount from £20 to £30.

It can be helpful to update the discount's name at the same time so its purpose remains clear.

Applying Discounts When Signing Up Customers

Discounts can be applied ONLY when staff sell or allocate memberships to customers.

This also works through the WodBoard POS app when signing somebody up in person.

Staff selling memberships with a discount through the POS app need the appropriate Customer Payments permission. Staff without that permission can only sell memberships without applying a discount.

Roll-On Plans

If a membership is set to roll on to another plan when it finishes, any discount applied to the original plan will not automatically carry over to the new plan.

For example:

• Original membership: £100 per month
• Discount: £20
• Customer pays: £80
• Membership rolls on to a new £100 per month plan

This is intentional because the roll-on plan is treated as a new membership. If the customer should continue receiving the same discount, make sure the appropriate discount is added to the new plan.

Scheduled Plan Changes

If a member's plan change is scheduled by a member of staff, WodBoard will give you the choice at the time of scheduling whether the customer's existing discount should carry over to the new plan.

You can therefore choose to either:

• Carry the discount over to the new plan; or
• Remove the discount when the new plan starts.

This gives you more control when manually moving an existing member from one plan to another.

Staff Permissions

Discount management is controlled through staff permissions.

Staff with the Finance permission can:

• Create new discounts
• Edit existing discounts
• Delete discounts

This permission also gives them access to the Memberships and Finance areas, so it should only be given to staff who need access to this information.

Editing a Discount

To change an existing discount:

1. Head to Memberships
2. Select Discounts
3. Find the discount you want to change
4. Click Edit
5. Make your changes and save

If you are changing an established discount, check which customers are currently using it before making the change.

Bulk Adding Discounts

If you need to add discounts to a number of customers at once, you can do this using WodBoard's bulk upload spreadsheet in Settings -> Bulk Actions.

When completing the spreadsheet, pay particular attention to the Membership field, as this controls which memberships the discount is applied to.

• If the Membership field is left blank, the discount will be applied to all of that customer's memberships.
• If you enter a specific membership name, the discount will only be applied to that membership.

For example, if a customer has both an Unlimited Membership and an Open Gym Membership:

• Leaving the Membership field blank will apply the discount to both memberships.
• Entering Unlimited Membership will apply the discount only to that membership.