How do I set up a price rule?
Erin Crager avatar
Written by Erin Crager
Updated yesterday

The basic steps to set up a price rule are to:

• create a tag

• apply that tag to membership who's members will receive discounts

• create a price rule that looks for that tag in checkouts and auto-applies a discount

Create a tag: Under Customers > Tags > Create tag > name it > make sure its applicable to memberships > give it a label name and badge color.

Tag a membership: (or tag another group of customers via a Sequence Automation). To tag a membership > navigate to a membership > edit one > scroll to the bottom > assign the tag. Note: the tag used must be a customer tag or a membership tag.

Create a price rule: Head to Settings > Offerings > Price Rules > name it > select the tag > choose the discount > choose what it's usable on.

Test it out: add an individual (maybe a test customer if you have one) to the membership via POS or the membership page > then, in POS sell them an item covered by the price rule. Observe the discount that’s auto-applied.

For a video on how to do this, click here.

Did this answer your question?