In this article, you'll learn how to create and apply company discounts
Contents
Fast lane
- Finance / Corporate fitness / Company overview
- Create partner company
- Create company code
- Add a company discount to your rate
Would you like to offer special discounts for certain companies, or for all companies in your catchment area? Simply set them up in the Software and apply the discount when you sign the membership.
Note: these discounts are only available for indoor sales via the Sales Tool.
Create a partner company
Before creating the discounts, companies must be entered as partner companies. To do this, go to Finance / Corporate fitness / Company overview and click on Create partner company (top right corner).
Enter the company information in the next window:
Then save.
When you click on the line of the newly added company, you have the possibility to view and edit the information, for example under an edit contact information action.
From the Memberships tab, you will then see all the members who have signed up with the discount for this company. The company detail page has five tabs: Contact information, Memberships, Voucher configuration, Invoices, and Documents.
Company codes
If you have multiple companies in a group, you can manage them using company codes. These codes allow you to save time when granting a discount. How do I do this?
First, you must create all the companies in the group as explained in the paragraph above. Once done, you will create the codes. To do this, go to Finance / Corporate fitness / Company codes. Then click on Create company code in the top right corner.
Then simply fill in the information in the following window:
The name of the code will depend on your own internal organisation. In our example we have a Decathlon code. This code will be applied to all branches of the company registered in the Software. Thus they are all grouped under the company code.
We have also made a code "-10%". This code can be assigned to companies that are entitled to -10% discounts in your studio. They do not have to be part of the same group or subsidiary. This code only allows you to classify companies by discount type.
Note: you can assign several codes to a company.
Let's continue the explanation.
Creating discounts
The discounts you can create can be applied to an individual company, a company code, or to all companies.
It is in this step that the interest of the codes takes all its meaning.
How do you do it?
First of all, you need to have created your rate and your membership offer.
Once this is done, click on the offer concerned by the discount, under Settings / Membership signing / Membership offers.
Then click on the Discounts (Salestool) tab, then Add company discount in the Company discounts box.
First, enter the discount percentage under Discount amount.
In the Applies on field, you need to specify what the discount should apply to: the main contract (the monthly payment), the starter package, flat fees, or modules. You can choose one item or several. In this case, the discount will be applied to all the elements chosen.
Finally, under Valid for, select for whom this discount is valid.
Single companies: Here you can choose one company from your list of companies. To add multiple single companies, simply save the first company and click on Add company discount again to enter the second.
Multiple companies (Company code): Here you can enter one or more company codes. In our example, all companies with the code Decathlon will receive the discount. This is where you save time. You do not have to enter all the companies in the group one by one.
All companies: Here you do not need to set up the company beforehand, i.e. you do not need to create the company first. The discount will be applied as soon as you select the company discount when you sell the membership.
How do I apply the discount?
When selling a membership via the Sales Tool you can click on the three-dot menu next to the Base membership contract line.
Then click on Add company discount.
In the window that opens, type the name of the company and select it from the list. The discount will be applied automatically.