How to Set Up an Auto-Apply Discount Using Tags

Auto-apply discounts allow you to automatically give a client a discount at checkout based on a tag on their profile. This is a great way to offer special pricing to specific clients without requiring them to enter a code manually.

How to create an auto-apply discount

Go to Growth Suite > Discounts
Click Create a New Discount

Enter a discount code. This is mostly for your internal reference so you know where the discount is coming from
Select which items the discount applies to (e.g., Events, Classes, or individual items)
Set the discount percentage
Optionally set a limit on uses per person, total number of uses, and an expiration date

Setting up the auto-apply tag

This is the key step that makes the discount apply automatically at checkout:

Scroll down to the auto-apply tag section
Select an existing tag from your list or create a new one by typing in the tag name
Click on Create "tag name."
Look for the tag again and attach the tag to the discount
Click on "carry over" if this discount will carry over when a package renews. A disabled or expired discount will not carry over.
If the discount is for a specific package, class, etc., make sure you leave the type
Click Save to activate the discount

Once saved, any client who has this tag on their profile will automatically receive the discount whenever they go through the checkout flow. No code entry required on their end.

How to apply the tag to a client

Go to the client's profile
Click the pencil icon next to Tags

Search for and select the auto-apply tag you created
Click Save

Testing it out

Once the tag is on a client's profile, try booking a class or item on their behalf. You should see the discount automatically applied at checkout.

Tips

You can use this feature for membership tiers, staff discounts, or special programs
The tag can be added manually or through an automation to save time
Make sure the discount is set to active before testing