Sometimes, you may want to give a member a reduced rate on their monthly recurring membership for a limited time. This is useful for loyalty rewards, retention, or special cases.
This article explains how to set up a temporary discount and ensure accurate billing and reporting.
Summary
Create a discount code and assign it to a plan.
Cancel the member's current membership at the right time.
Create a new discounted membership with the correct start and end dates.
Add a new full-price membership to begin after the discount ends.
Keep invoices, revenue, and occupancy reports accurate.
Before you start
You must have admin access to
Billing > Discounts.Discounts cannot be applied to invoices that are already generated.
Know the member's last invoiced period before creating the discount.
1. Create a discount
The process begins with creating a discount:
Go to
Billing > Discounts.Click Add Discount and select Plan Discount.
Enter a discount code in the Discount Code field. Learn more about Discount Codes →
Choose the plans where the discount applies.
Define the discount as either a percentage (for example, 50%) or a fixed amount.
Click Add.
2. Cancel your customer's current membership
After you have created the discount, you must cancel the active membership of the member:
Open the member profile and find their active membership.
Click the cogwheel icon next to the membership name and select Cancel.
Set the End Date to match the end of the non-discounted period.
Click Cancel Membership.
Carefully choose the discount start date by considering the last invoiced period of this membership. As discounts cannot affect already created invoices, it's important to ensure the discount is applied at the start of the upcoming non-invoiced period.
Tip: Click the cogwheel icon and select Show Invoices to see the last invoiced period.
3. Create a new membership and apply the discount
Next, you will add a new membership for your customer. Its Start Date and End Date should match the discounted period.
In the member profile, go to Memberships.
Click Add Membership.
Open Plan and select the billing plan for which you created a discount.
Open Select Discount and select the appropriate discount.
Review the price and discount amounts.
Set Start Date and End Date to cover the discount period.
Click Add.
4. Create a full-price membership to start after the discount period
After the discount period, the member should return to the original price.
You can create a new membership following the same steps above, or clone the original membership:
Find the original membership.
Click the cogwheel icon and select Clone.
Adjust the Resource, Start Date, and (if needed) End Date.
Your company profile now lists separate memberships for each period and price. This means your revenue and occupancy reports in OfficeRnD Flex clearly show the discounted period and accurate totals.