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Vouchers and Discounts

Vouchers are used to offer discounts to new or existing members for membership fees and store purchases. Discounts are applied when a code is entered or automatically when a member belongs to a group.

Creating a Voucher

From Vouchers & Discounts click Add Voucher and complete the form.

Vouchers are applied using a code or automatically when a member belongs to a group. A voucher entry box will appear on the checkout page when the member is eligible for one or more discounts that require a code.

Vouchers are searched top to bottom for each item the member is purchasing. The discount from the first match will be applied and shown on the checkout page.

Drag or click to reorder vouchers.

Used discounts are recorded as payment items with a negative price, viewed from the Payment Items page.

Use the More menu to delete, copy or view matching payment items.

Matching members

The Match members dropdown determines which members the voucher applies to:

  • New members using code - only new members that enter the matching Voucher code.
  • Group members using code - only members of the selected group that enter the matching Voucher code.
  • Group members (automatic) - only members of the selected group. The discount is applied automatically without a voucher code.

Click Generate above the Voucher code field to create a random code or enter one manually. Voucher codes can only use uppercase letters and numbers. e.g. MYCLUB20

Items voucher applies to

Use the Applies to purchase of dropdown to choose which items the discount is applied to:

  • All memberships - applies to all membership categories.
  • Selected memberships - applies selected membership categories.
  • All store items - applies to all checkout items shown in the member store.
  • Selected store items - applies to selected checkout items show in the member store.

To select individual memberships or store items click and tick each that apply.

Limit usage

If a voucher can only be used a limited number of times tick Limit usage and enter a Redeem limit.

Tick Delete when limit reached to automatically delete the voucher when this limit is reached. (useful for single use vouchers, such as gifts)

The number of times that a voucher has been used is shown on the Vouchers & Discounts page.

Expired vouchers

If a voucher should not apply after a date enter this into Expiry date.

Expired vouchers are not removed automatically.

Example - new member promotion

Your club is encouraging new members with a discount code:

  • give the voucher a name, such as "New member offer".
  • set Match members to New member using code.
  • set Applies to purchase of to All memberships or Selected memberships.
  • use Discount type to choose if the amount is a fixed value or percentage.
  • enter a Voucher code.
  • set Expiry date to the last date the offer is valid to.

Example - new gift-voucher

Someone has paid in advance for a gift membership - perhaps using the member store or directly to your club.

Create a single use gift voucher that the receiver can use to redeem the gift:

  • give the voucher a name, such as "Gift membership for <name>".
  • set Match members to New member using code.
  • set Applies to purchase of to All memberships or Selected memberships.
  • set Discount type to Amount and enter the value of the gift into Amount.
  • click Generate to create a voucher code for sending to the receiver.
  • tick Limit usage, enter 1 into Redeem limit and tick Delete when limit reached.
  • if required record any useful references, such as the person paying for the gift into Administrator note.

Example - discounted renewals for selected members

Some existing members are eligible for concessionary or reduced rates.

First create a group from the Member Groups & Mailing Lists page to identify these members. If there are no suitable database fields use the Include member condition to add each member in turn.

Create a voucher from the Vouchers & Discounts page:

  • give the voucher a name, such as "Concesssionary discount".
  • set Match members to Group members (automatic).
  • set Applies to purchase of to All memberships or Selected memberships.
  • use Discount type to choose if the amount is a fixed value or percentage.

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