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Discounting Payments

  • Updated

Who can use this feature?

Pike13 Plan:

✓ Premium
✓ Advanced
✓ Essential

Role:

✓ Primary Owner
✓ Owners
✓ Managers
✗ Staff
✗ Limited Staff

Choose your Pike13 experience

This article contains instructions for

You can deduct an amount from the usual cost of many things you sell in your Pike13 business in several ways. You can:

  • Add a discount at the time of sale, whether as a calculated percentage or a specific amount.
  • Apply a coupon discount as part of a promotion at the time of sale either in the Shopping Cart or in Checkout.
  • Set a one-time discount to be applied to an upcoming payment.
  • Override the price so that it doesn’t show up on your client’s invoice as a discount.

How discounted passes and plans affect staff pay rates

When a staff pay rate is defined as a percent of the price that the client has paid and the client visit is paid for by a pass or plan that was sold at a discount, the discount is applied directly to the staff member’s pay rate. Because computing a per-visit price isn’t possible for an unlimited plan, staff pay is based on the single-visit price of the service paid by an unlimited plan.

It’s important to pay attention to how your discount and pay rate settings work together:

Discount and pay rate settings Client discount Staff pay rate set at Staff earns
$ discount with % base pay $20 off $100 visit ($80) 50% of visit $40 for visit
% discount with % base pay 50% of $100 visit ($50) 50% of visit $25 for visit
$ discount with fixed base pay $80 off $100 visit ($20) $40 per visit $40 for visit
% discount with fixed base pay 50% of $100 visit ($50) $40 per visit $40 per visit
Discount on unlimited plan (single-visit price: $20) ($20) 50% per visit $10 (regardless of total plan price)

Comparing discount methods

Discount method Who gives this How it looks on bill How to manage it
Discount and comp Owners, managers, unlimited staff Separate line item Notifications, reports
Coupon Unlimited staff, clients Separate line item Restrictions, reports
Price override Owners, managers Product price adjustment N/A

Offer an item at a complimentary 100% discount

  1. Click on the 3 bars in the upper left hand corner
  2. Choose Store
  3. Select either Plans, Courses or Merchandise
  4. Add the itemto the shopping cart, and then choose the client who the product is for and click Finish.
  5. Click Secure Checkout & after the item’s name, Click Comp, and then choose Confirm to indicate that you want to apply a 100% discount to the item.
  6. Complete the purchase.

Add a discount at the time of sale

  1. Add the item to the shopping cart, and then click Modify GearLight_button.png.
  2. Under Discounts choose Edit, and then do any of the following:
    • Under Price tap Add Discount, choose the type of discount that you want, enter a percentage or dollar amount, and then choose whether you want to apply the discount to all payments or this payment only.
    • If there’s a signup fee, under Signup Fee tap Add Discount, choose the type of discount that you want, and then enter a percentage or dollar amount.
    • Tap Save.
  3. Tap Back to Shopping Cart, and then complete the purchase.

Add a coupon discount

  1. Add the item to the shopping cart.
  2. On the Shopping Cart page, under TOTAL tap Enter coupon code, enter the valid coupon code that your client provides, and then tap Apply.
  3. Complete the purchase.

Discount an upcoming payment

  1. At the top of any Pike13 page, tap Clients.
  2. Choose a client
  3. In the client’s profile, in the right menu tap Plans & Passes, and then on the Active tab tap the appropriate plan or pass.
  4. Tap Bills, and then tap the upcoming bill.
  5. Tap Add Discount.
    Note You can discount a portion of the payment (as a percentage) or a flat rate that doesn't exceed the payment amount.
  6. Choose whether to apply this discount to all payments or to this payment only.
  7. To apply the discount, tap Finish.

Manually override the price at checkout

  1. Add the item to the shopping cart.
  2. In the shopping cart, tap Modify GearLight_button.png.
  3. Under Pricing, tap Edit
  4. On the Pricing page for the pass, under Price enter the amount that you want to charge, choose other options, if any are available, and then tap Save
  5. Tap Back to Shopping Cart, and then complete the purchase

How discounted passes and plans affect staff pay rates

When a staff pay rate is defined as a percent of the price that the client has paid and the client visit is paid for by a pass or plan that was sold at a discount, the discount is applied directly to the staff member’s pay rate. Because computing a per-visit price isn’t possible for an unlimited plan, staff pay is based on the single-visit price of the service paid by an unlimited plan.

It’s important to pay attention to how your discount and pay rate settings work together:

Discount and pay rate settings Client discount Staff pay rate set at Staff earns
$ discount with % base pay $20 off $100 visit ($80) 50% of visit $40 for visit
% discount with % base pay 50% of $100 visit ($50) 50% of visit $25 for visit
$ discount with fixed base pay $80 off $100 visit ($20) $40 per visit $40 for visit
% discount with fixed base pay 50% of $100 visit ($50) $40 per visit $40 per visit
Discount on unlimited plan (single-visit price: $20) ($20) 50% per visit $10 (regardless of total plan price)

Comparing discount methods

Discount method Who gives this How it looks on bill How to manage it
Discount and comp Owners, managers, unlimited staff Separate line item Notifications, reports
Coupon Unlimited staff, clients Separate line item Restrictions, reports
Price override Owners, managers Product price adjustment N/A

Offer an item at a complimentary 100% discount

  1. Add the item to the shopping cart, and then tap Secure Checkout.
  2. On the Checkout & Confirm page after the item’s name, tap Comp, and then tap Confirm to indicate that you want to apply a 100% discount to the item.
  3. Complete the purchase.

Add a discount at the time of sale

  1. Add the item to the shopping cart, and then tap Modify GearLight_button.png.
  2. Under Discounts tap Edit, and then do any of the following:
    • Under Price tap Add Discount, choose the type of discount that you want, enter a percentage or dollar amount, and then choose whether you want to apply the discount to all payments or this payment only.
    • If there’s a signup fee, under Signup Fee tap Add Discount, choose the type of discount that you want, and then enter a percentage or dollar amount.
    • Tap Save.
  3. Tap Back to Shopping Cart, and then complete the purchase.

Add a coupon discount

  1. Add the item to the shopping cart.
  2. On the Shopping Cart page, under TOTAL tap Enter coupon code, enter the valid coupon code that your client provides, and then tap Apply.
  3. Complete the purchase.

Discount an upcoming payment

  1. At the top of any Pike13 page, tap Clients.
  2. Choose a client
  3. In the client’s profile, in the right menu tap Plans & Passes, and then on the Active tab tap the appropriate plan or pass.
  4. Tap Bills, and then tap the upcoming bill.
  5. Tap Add Discount.
    Note You can discount a portion of the payment (as a percentage) or a flat rate that doesn't exceed the payment amount.
  6. Choose whether to apply this discount to all payments or to this payment only.
  7. To apply the discount, tap Finish.

Manually override the price at checkout

  1. Add the item to the shopping cart.
  2. In the shopping cart, tap Modify GearLight_button.png.
  3. Under Pricing, tap Edit
  4. On the Pricing page for the pass, under Price enter the amount that you want to charge, choose other options, if any are available, and then tap Save
  5. Tap Back to Shopping Cart, and then complete the purchase