Promotions

Documentation Index

Fetch the complete documentation index at: https://docs.1club.ai/llms.txt

Use this file to discover all available pages before exploring further.

In a nutshell: Promotions are time-bound offers you run from Marketing → Promotions. They come in two flavours — Vouchers credit a member’s wallet when the member redeems a code, and Discounts reduce the price of a booking or product order at checkout. Both share the same controls for scheduling, codes, redemption caps, audience targeting and scope.

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Vouchers vs. discounts

Promotions are always one of two types. Pick the type when you create the promotion; you cannot change it afterwards.

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Creating a promotion

1. Go to Marketing → Promotions.
2. Click Add and choose Voucher or Discount.
3. Fill in:
   • Name — internal label shown to staff and on the member-facing receipt.
   • Code (optional) — what members type. Codes are normalised to UPPERCASE and must be unique within the organization. If you leave it blank, the promotion can still be applied by staff from the dashboard but won’t have a code to share.
   • Description — shown to members where the promotion appears.
   • Value — for vouchers, the credit amount; for discounts, either a percentage (max 100) or a fixed amount, depending on Discount format.
4. Set the active window, caps, visibility, audience and scope (see below).
5. Save.

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Scheduling (active window)

Each promotion has an optional Starts at and Ends at. The list view shows a status badge:

• Scheduled — created but the start time hasn’t passed yet. Codes won’t validate.
• Live — within the active window. Available to redeem.
• Ended — past the end time. Codes return an “expired” reason and the promotion stops accruing redemptions.

Leaving both fields empty makes the promotion live indefinitely.

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Usage caps

Two independent limits control how often a promotion can be redeemed:

• Max redemptions — total across all members. Once reached, the promotion stops working for everyone.
• Max redemptions per member — how many times a single member can use it. Must be less than or equal to the global cap.

If a booking that consumed a promotion is later cancelled, the redemption is rolled back automatically — the global counter decrements and the member’s per-member allowance is freed.

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Visibility

Controls where the promotion shows up in the member portal:

• Public — listed publicly (e.g. signup flow), visible to non-members.
• Member-only — visible to signed-in members.
• Private — never listed; can only be applied by typing the code or by staff action. Use this for codes you distribute through email, social, or partner channels.

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Audience targeting (segment filter)

Restrict who can redeem by:

• Member types — only contacts of these types can redeem.
• Tags — only contacts carrying at least one of these tags.

Within a list the match is OR (any tag matches). Between lists it’s AND (the member must match both the type filter and the tag filter when both are set). Leave both empty to allow everyone in the audience defined by Visibility.

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Scope (valid for) - discounts only

A discount can target two independent surfaces. List entries on either surface; the discount is valid when the purchase matches any declared surface. Plan surface - what plan is being purchased:

• Plan - the discount applies only when the buyer is purchasing one of the selected plans. Used for first-purchase intro pricing, trials, and plan-specific promo codes. Required for auto-apply.

Booking surface - what is being booked:

• Class types - applies only when the booking is for one of these class types.
• Area types - applies only when the booking targets one of these area types.
• Instructor types - applies only when the assigned instructor is one of these types.

A promotion with both surfaces (e.g. “Plan: Annual + Class types: Yoga”) applies to purchases of the listed plans and to bookings of the listed class types. Leaving every surface empty makes the discount valid for any booking or order (but never for a plan purchase, since plan eligibility is opt-in). Vouchers are wallet credit, so they aren’t scoped - once a voucher is redeemed the credit can be spent on anything the wallet can pay for.

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Auto-apply (trials and intro offers)

A discount can be set to Auto-apply, meaning it lands silently at checkout for any first-time buyer of the targeted plan. No code needed. This is how you build trials, free days, and first-month-off offers.

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How it works

1. Create a Discount promotion.
2. Pick one or more plans in Valid for → Plan. Auto-apply requires at least one plan.
3. Set Value to the discount you want (100% for a free trial, e.g. 50 for “50% off the first period”).
4. Toggle Auto-apply on.
5. Save.

From then on, anyone buying one of those plans for the first time automatically gets the discount applied to the membership creation transaction. No code entry, no admin step.

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First-time buyer rule

Auto-apply only fires for a contact who has no prior membership on any of the targeted plans - active, expired, or cancelled. Once they’ve ever held a membership on one of those plans, they no longer qualify. This prevents the same person re-triggering an intro offer by signing up again. When more than one auto-apply promotion could fire for the same plan and contact, the one with the largest computed savings wins. Only one applies.

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How it shows up on plan cards

The public plan API computes a firstTimeOffer for each plan and contact, which the member-facing apps use to render badges like “Try free” or “Save 20%” on plan cards. The card shows both the original price and the effective price after the discount.

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Effect on recurring plans

For recurring plans the discount is baked into the membership’s stored price at creation, so it carries through every renewal for as long as that membership runs. If you want the discount to lapse after the first period, use a one-time plan or a recurring plan paired with a manual price change at the renewal you choose.

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Voucher promotions can’t auto-apply

Vouchers credit the wallet; they have no checkout-time line to silently discount. The Auto-apply toggle is hidden when Type is Voucher.

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Attaching promotions to a plan

The Billing → Plans → <Plan> detail page has a Promotions section listing every promotion whose Valid for → Plan includes this plan. From there you can:

• Add promotion - opens the promotion editor pre-scoped to this plan. Pick the shape you want: 100% auto-apply (trial), code-driven percentage off, fixed-amount intro, etc.
• Edit any attached promotion in place.
• Delete an attached promotion if it has no redemptions yet.

This is the most common entry point when you’re building a trial for a specific plan rather than running a cross-product campaign.

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Stacking

Only one promotion can be applied per booking or order. Discounts don’t stack with other discounts, and a voucher’s wallet credit is paid out at checkout independently of any discount applied to the same order.

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How members redeem

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Vouchers

1. Member signs into the portal and opens Account.
2. Taps Add voucher and enters the code.
3. The credit is added to their wallet immediately and recorded as a wallet transaction labelled with the promotion name.

The wallet balance can then be spent at checkout the next time they book a class or buy a product.

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Discount codes

Members enter a discount code during checkout (booking or product order). The portal validates it live, shows the resulting savings, and applies it when they submit. Invalid codes return a generic error on the member side — this is intentional, to prevent code-guessing. Staff using the admin dashboard see the specific reason (see Validation reasons below).

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Staff redemption

Staff can apply promotions on a member’s behalf:

• Vouchers — open the contact and use Redeem voucher. Enter the code; the credit posts to their wallet.
• Discounts — when creating a booking or order in the admin, paste the code into the promotion field on the dialog. The dashboard validates it inline and tells you why a code is rejected if it is.

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Analytics

From Marketing → Promotions → View analytics you’ll find:

• KPI cards: total promotions, live promotions, total redemptions, credit issued, discount given.
• Breakdown of redemptions by promotion type.
• A redemption-over-time trend.
• A per-promotion summary table with uses, revenue impact, discount given, members acquired, and average order value.
• A per-member summary showing who redeemed which promotion, how many times, and the cumulative amount.

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Retiring a promotion

• Promotions with no redemptions can be deleted outright.
• Promotions that have ever been redeemed cannot be deleted — this preserves the audit trail on past bookings and wallet transactions. To stop them being used, set Ends at to a time in the past (or to now). The status badge becomes Ended and validation returns “expired”.

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Validation reasons (admin reference)

When validating a code in the admin (for example, on a booking dialog) you may see one of these reasons. Members always see a single generic “invalid code” message.

• not_found — code doesn’t exist in this organization.
• not_started — the active window hasn’t begun.
• expired — past the end time.
• max_redemptions_reached — global cap hit.
• max_redemptions_per_contact_reached — this member has used it as many times as allowed.
• member_type_mismatch — the contact’s type isn’t in the segment filter.
• tag_mismatch — the contact has none of the required tags.
• class_type_not_eligible — discount is scoped to class types and this booking isn’t one of them.
• area_type_not_eligible — discount is scoped to area types and this area isn’t one of them.
• instructor_type_not_eligible — discount is scoped to instructor types and this instructor isn’t one of them.
• plan_not_eligible - discount is scoped to specific plans and this plan isn’t one of them. Also fires when the buyer is purchasing a plan and the promotion has no plan rule set (plan eligibility is opt-in).
• booking_not_eligible - the booking-surface scope is set but the booking doesn’t satisfy it (catch-all when the granular reason can’t be narrowed).
• scope_not_eligible - the promotion declares both plan and booking surfaces, and neither matches.
• not_first_time_buyer - an auto-apply discount was evaluated for a contact who already holds (or held) a membership on one of the targeted plans.
• wrong_type — a voucher code was entered at checkout (vouchers credit the wallet; they aren’t applied as a discount).

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Best practices

• Cap per-member use for codes you intend to share publicly. A per-member limit of 1 prevents the same member redeeming a public code repeatedly.
• Prefer Ends at over deletion. Setting an end date is reversible and keeps the redemption history intact.
• Use segment filters for re-engagement campaigns. Combine a “lapsed” tag with a generous voucher to bring members back.
• Scope discounts to fill specific inventory. A 30% discount valid only for low-demand class types is a more efficient lever than a blanket discount.
• Build trials with auto-apply, not free plans. A 100% auto-apply discount on a paid plan converts to a real subscription at the next renewal without any admin intervention. A separate “free trial plan” requires a manual migration step to start charging.
• For one-time intro pricing on a recurring plan, prefer a coded discount over auto-apply. Auto-apply embeds the discount in the membership and carries it through every renewal; a one-shot intro is cleaner as a code that only applies to the creation transaction.
• Don’t confuse promotions with deals. Deals are sales opportunities tracked in your pipeline — a completely separate feature from promotions.

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Related

• Pipeline — sales-opportunity tracking (this is what “deals” means in 1Club).
• Plans — membership plan pricing.
• Transactions — where voucher redemptions and discount adjustments appear on a member’s ledger.