Summary
This guide walks you through creating a pricing adjustment, such as seasonal discounts (e.g., Summer Sale or Christmas Special). Adjustments can only be applied to customers with active memberships.
Step-by-Step Guide
1. Access the Pricing Options Module
- From the home page, go to Pricing Options.
- Click on Pricing Options again.
2. Select the Pricing Option
- Choose the pricing option to which you want to add an adjustment.
- Click on Manage.
3. Create a New Adjustment
- Go to the Adjustments tab.
- Click on Create New Adjustment.
4. Configure the Adjustment Details
Fill in the following details:
- Apply to: Select a setting group (Global, Regional, or Facility-specific).
- Name (Optional): Name your adjustment for easy identification.
- Replace Overlapping Prices: Tick or untick to control how the adjustment interacts with other prices.
- Type: Choose one of the following:
- % Discount
- Fixed Amount
- Fixed Discount
- Price Override
- Value: Enter the specific amount (e.g., £2 discount) or select a percentage discount (e.g., 5%) from the dropdown if applicable.
- Membership Group (Optional): Apply to all memberships or select specific groups.
- Membership Type (Optional): Apply to all or specific membership types.
- Timeband (Optional): Select Peak or Off-Peak times.
- Home Centre Override (Optional): Specify a home center if necessary.
- Active Start Date (Optional): Set the start date for the adjustment.
- Active End Date (Optional): Set the end date for the adjustment.
- Eligibility Options:
- Tick/Untick: Apply the adjustment even if the customer is not at an eligible center under their membership.
- Tick/Untick: Ensure the adjustment applies only once per purchase. If selected, all adjustments with this setting share the same rule.
5. Save the Adjustment
- Once all details are filled in, click Create.
Important Notes
-
Multiple Membership Discounts: If a customer has multiple memberships offering different discounts for the same activity, the higher discount will apply, except when using a price override, which always takes precedence.
-
Managing Adjustments: After creation, the adjustment will appear in the Adjustments tab. You can create, edit, or delete adjustments as needed.
- Centre Level/Setting Group Adjustments: When you add an adjustment at the Centre level or Setting Group, FLOW will automatically override and ignore any adjustments made at the above levels. If multiple centres share common adjustments but also require unique ones, it’s recommended to create a separate adjustment list for each centre to ensure clarity and accuracy.
Setting Group Level overrides Global Level
Centre Level overrides Setting Group Level and Global Level -
Membership Group Adjustments: When applying an adjustment to a Membership Group, keep in mind that if a Membership Type within that group is later moved to a different Group, the adjustment may no longer apply and could be lost.
Bulk Add Adjustments
If you need to apply adjustments to multiple pricing options simultaneously, please refer to our Bulk Add Adjustments guide.