Club memberships allow you to create a standard discount plan that can be applied to entity profiles. This allows you to create a standard plan or plans to be able to use for customers.
There are two main ways that club memberships are used:
- To discount parts and/or services.
- To allow customers to earn points for the money they spend.
- Open any module.
- Click over the icon of a person in the upper right of the screen.
- Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
- Select the App Settings tab.
- Click the CRM subtab on the left side of the screen.
- Choose the Club Member Discount Plans option. This will expand the section.
- Click the button to Add New Record. This will add a new, blank line to the table.
- Enter a description for the membership plan.
- If you wish this plan to be immediately available, check the box to mark the plan as active.
- Enter a percentage discount for parts if you will be discounting part sales for plan members.
- Enter a percentage discount for labor if you will be discounting labor for plan members.
- Select the discount type for the plan. Options are for parts, service, or both.
- If this discount is only good for a single profit center, select it in the location dropdown selection box.
- Optionally, you may enter a number of points earned per dollar spent in parts sales if you wish to use reward points.
- Optionally, you may enter a number of points earned per dollar spent in labor sales if you wish to use reward points.
- Optionally, you may enter a number of points earned per dollar spent in rental sales if you wish to use reward points.
- Select the Update button on the category row.