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Discounting Payments

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff

Discounts Overview

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.

Impact on Staff Pay Rates

When 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.

Discount Types

Complimentary Items

  1. At the top of any Pike13 page, click Store.

  2. Add a plan, pass, course or merchandise item to the cart.

  3. Click Secure Checkout.

  4. Click Comp next to the item you wish to discount 100%.

  5. Click Confirm when prompted to Comp this item.

  6. The item will show that a 100% discount has been applied.

  7. Complete the transaction.

Discounts

  1. At the top of any Pike13 page, click Store.

  2. Add a plan, pass, course or merchandise item to the cart.

  3. Click the gear/modify icon next to the item you wish to discount.

  4. In the Discounts section click Edit.

  5. If the plan has a Signup Fee, you may choose to discount the price of the plan or the signup fee itself. Click Add Discount for the correct item.

  6. Choose between the following options:

    1. Discount by %

    2. Discount by $

    3. For recurring plans, choose between applying the discount to this payment only or to all payments.

  7. Click Finish, then click Back to Shopping Cart to complete the transaction.

Coupons

  1. At the top of any Pike13 page, click Store.

  2. Add a plan, pass, course or merchandise item to the cart.

  3. Under TOTAL, click Enter coupon code.

  4. Enter a valid coupon code, then click Apply.

  5. You will see eligible items with a discount applied.

  6. Complete the transaction.

Discounting Upcoming Payments

  1. At the top of any Pike13 page, click Clients.

  2. Select the client of interest.

  3. Click Plans & Passes, in the client's profile.

  4. In the Active tab, click the appropriate plan or pass.

  5. Click the Bills tab for the plan/pass.

  6. Click on the Open invoice.

  7. Click Add Discount.

  8. Discount the item by percentage or flat rate as long as it is less than or equal to the payment amount.

  9. Choose whether to apply this discount to all payments or to this payment only.

  10. Click Finish.

  11. You will see the discount applied to the invoice item.

  12. When the invoice is paid, either automatically or manually by the client or staff, the discounted rate will be charged.

Override Price During Checkout

  1. At the top of any Pike13 page, click Store.

  2. Add a plan, pass, course or merchandise item to the cart.

  3. Click the gear/modify icon next to the item you wish to discount.

  4. In the Pricing section click Edit.

  5. Adjust the Price and/or Signup Fee to the desired amount. For recurring plans, choose between applying the change to this payment only or this and all future payments.
  6. Click Save or Update.


  7. Click Back to Shopping Cart to complete the transaction.