Summary
This guide explains how to apply Promo Codes through the Front of House module.
Key Notes:
- Promo Codes are not case-sensitive, so they will work regardless of whether they are entered in uppercase or lowercase.
- Before proceeding, ensure the Promo Code has been created. If not, follow the steps in this article.
Video Walkthrough
Step-by-Step Guide
1. Access the Front of House Module
- From the Home Page, navigate to the Front of House module.
- Open the Dashboard.
2. Select a Customer
- Search for an existing customer or create a new customer profile.
- Go to the customer's Membership Tab.
3. Add a Membership
4. Apply the Promo Code
- Enter the Promo Code in the designated field and click Apply.
5. Validate the Promo Code
- If the Promo Code is valid, you will see:
- A Green Tick next to the discount, and
- The discount applied to the membership price.
- If the Promo Code is invalid, you will see a red error message (as shown in the example screenshot below).
- Check the following if the code is invalid:
- Ensure the Promo Code applies to the selected membership.
- Verify that the Promo Code has not expired.
- Check the following if the code is invalid:
6. Finalize Membership and Payment
- Confirm that you have taken reasonable steps to ensure the customer understands and agrees to the Health Commitment Statement.
- Click Save and Go To Payment to complete the process.