Can I remove or override a coupon after it’s been applied?

Why Use This Feature?

Use this option if a client received a coupon by mistake, a discount was applied incorrectly, or you need to adjust the price of a future payment after the coupon was added.

Step-by-Step Instructions

1. Go to the Clients section and open the client’s profile.

2. Click into the relevant Active Membership.

3. If a coupon has been applied, it will be listed under the membership details.

4. Click Remove Coupon.

5. This will cancel the discount for the next upcoming payment.

6. (Optional) To apply a new custom amount, create a manual charge:

   • Go to Clients > [Client Name].

   • Click Charge.

   • Enter the amount and a description (this will appear on the client’s email receipt).

   • Choose the payment method:

     • Charge their saved card on file, or

     • Use a point-of-sale reader (if set up).

   • Select whether to send an email receipt.

   • Confirm and submit the charge.

What Happens Next

Removing a coupon affects future payments only. If a past payment needs correcting, use the manual charge feature to adjust what the client pays next.

Success Tip

• Always double-check the next billing date before removing or updating a coupon.

• Communicate changes clearly to avoid client confusion.

• For more complex corrections, rely on the manual charge feature.