How do I create and apply discounts to products and groups?

How to create a discount:

• Navigate to Product management > Discounts
• Click ‘Add discount strategy’ in the top-right corner
• Give the discount a description
  • Note that the description will be visible to purchasers in the shop
• Use the toggle to set the discount as either ‘Progressive’ or ‘Volume’
• Save using the icon on the right
  • Volume discounts affect all purchased items – e.g. a volume sibling discount will give all siblings the discount
  • Progressive discounts affect only the specified item(s) – e.g. a progressive sibling discount will give just the specified siblings a discount
  • For further information on the difference between the two discount types, see our full guide here.
• Click the plus icon to open the rest of the discount’s settings

• Click ‘Add range’ and choose your unit – this determines what triggers the discount
• Add the range and how much the discount should be
  • The example above would offer a discount of 10% (‘Discount %’) to both (‘Volume’) of two (‘Range’) siblings (‘Person’)
• Save using the icon on the right

You can also choose to make a discount members-only – this works with the ‘Treat purchasers of this class/subscription as members?’ product setting. If you’d like to set up a members-only discount, please get in touch with us at help@thrive4.com

How to apply discounts to products:

• Navigate to Product management > Products
• Select a product from the left sidebar
• Within ‘Discounts’, click ‘Add discount’
• Choose the discount from the dropdown
  • You can also add an expiry date if you wish for the discount to only be valid on this product until a certain date

• Choose how the discount is applied:
  • ‘Each billing period’ - the discount will be applied every time an invoice is issued
  • ‘Each schedule’ - the discount is applied each time a schedule renews
  • ‘Once, at purchase’ - the discount will only apply when the product is first purchased

Applying your discounts to groups:

• Navigate to Contact management > Groups
• Open a group’s settings by clicking its name
• In the ‘Discounts’ tab, toggle on any discounts you wish to apply to this group
• Click ‘Save’