📝 Overview
A discount applied to a customer's membership can be taken off at any time, which returns their membership to its full price from their next payment onwards.
This guide shows you how to remove a discount from one customer's membership, what happens to their upcoming payments, and where to go if you need to add a discount back.
🔔 The Customer List has a new look
The redesigned Customer List is now live for all providers, with configurable columns, saved segments, and the option to email or text customers straight from the list. To learn more about the new Customer List, see the guide here.
🏷️ How to Remove a Discount Code
Discounts are removed one membership at a time, from the customer's own profile. Start by opening the membership that has the discount applied.
Click the arrow to learn how to remove a discount code
Click the arrow to learn how to remove a discount code
🗑️ Removing the Discount
The discount is removed from the membership's own detail page, and you will be asked to confirm before anything changes.
Go to Customers ➜ Customer List and search for the customer.
Open their Memberships tab and select the active membership that has the discount applied. This opens the detail page for that membership.
Click Remove Discount.
Confirm that you want to remove the discount.
✅ Checking the Change
The discount comes off every future payment on that membership straight away. Open the Upcoming Payments tab on the same membership to check the new amounts before the next billing date.
🔴 Verify before publishing (CXC-3881)
The four screenshots on this guide date from 2019 and need replacing.
💡 Removing a discount applies to that one membership and to all of its future payments. The customer's other memberships, and your discount code itself, are left exactly as they were.
🔀 Related Discount Tasks
Removing a discount from one membership is only one part of managing discounts. The guides below cover the tasks most often needed alongside it.
Add a discount to a membership | Apply a code to a membership a customer already holds. See Apply a discount code to an active recurring membership here. |
Create or edit a code | Set up a new code, change its settings, or make it inactive. See Setting up a discount code here. |
Change a single payment | Adjust the amount or date of one upcoming payment, rather than changing the discount. See Adjust an upcoming payment for a customer here. |
See who has used a code | Review each code's history, including which customers used it and how often. See Reports - Discount Codes here. |
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What happens to my customer's upcoming payments?
Click the arrow to see the answer
Click the arrow to see the answer
The discount comes off all future payments on that membership, so they return to the full membership price.
You can check the new amounts on the Upcoming Payments tab of the same membership.
Can I add the discount back afterwards?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. On the same membership detail page you can choose a code from the drop-down list and click Add Discount.
For the steps, see Apply a discount code to an active recurring membership here.
A customer's discount stopped on its own. Why?
Click the arrow to see the answer
Click the arrow to see the answer
A discount code can be set to apply to every payment on a recurring plan, or to a limited number of payments. Where a limit is set, the discount stops once that number of payments has been taken.
To check or change this, see Setting up a discount code here.
How do I stop a code being used on new purchases?
Click the arrow to see the answer
Click the arrow to see the answer
Head to Discount Codes ➜ Discount Codes, open the code, click Edit, and make it inactive or set a Valid Until date. Once that date has passed, customers can no longer use the code on new purchases.
To take a discount off a membership a customer already holds, follow the steps above instead.
Can I change one payment rather than removing the discount?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. If you only need a different amount on one occasion, edit that payment on its own and leave the discount in place.
For the steps, see Adjust an upcoming payment for a customer here.