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How do I add a discount to a team's billing plan?
How do I add a discount to a team's billing plan?

How to apply a discount to a team's membership.

Tanner avatar
Written by Tanner
Updated over a week ago

How to Add a Discount to a Team's Plan

New Teams

To add a discount to a new team's plan, follow the steps listed for adding a plan to a new team here.

Existing Team with New Billing Plan

  1. Go to the Directory tab and click on "Teams."

  2. Find the desired team and click "Manage."

  3. Click on the team's "Membership" tab.

  4. Click the "Add Plan" button and select the plan you'd like to add.

  5. Click on "Add Discount."

  6. Enter a Discount Name, select which Plan(s) to apply the discount to, enter the amount of the discount (you can choose either a percentage or a specific dollar amount), and choose whether you'd like the discount to expire after a set amount of time.
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  7. Click "Save" to apply the discount.

Existing Team and Existing Billing Plan

  1. Go to the Directory tab and click on "Teams."

  2. Find the desired team and click "Manage."

  3. Click on the team's "Membership" tab.
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  4. Click on the "+ Discount" link.
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  5. Enter a discount a name and select if the discount applies to an individual plan or all the team's plans.
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  6. Enter the dollar amount or percentage off, and then choose if the discount should expire after a certain number of months.
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  7. Click "Save" to apply the discount.

You can view the team's upcoming invoice with the discount applied by clicking "Membership Actions" and selecting "View Next Invoice."

Happy Coworking!

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