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What the Discount Field on Edit Membership Is For

If you open Edit Membership and see a Discount field with no way to choose a service, that is expected. That field discounts the membership bill (the recurring membership fee). It does not discount daycare, field trips, grooming, or other service bookings. Service discounts are set under Operations > Discounts (page title Discounts & Vouchers), where you can limit a voucher to specific Products / Services.

Prerequisites

  • Access to Memberships so you can open a client membership and choose Edit Membership.
  • Access to Operations > Discounts if you need to discount a bookable service (Super Admin, Admin, or Support).

Overview: Two Different Discount Places

Collar uses discounts in two places that look similar but answer different questions:

  • Edit Membership → Discount / Voucher — “What discount applies to this membership’s recurring bill?”
  • Operations → Discounts → Products / Services — “Which items (services, products, or membership plans) can this voucher reduce?”

There is no service picker on Edit Membership because that screen is only pricing the membership itself.

What Edit Membership Discount Does

  1. Open Memberships in the sidebar and select the client’s membership.
  2. Choose Edit Membership.
  3. Use Discount to pick a discount from your branch list (or No Discount).
  4. When a discount is selected, use Voucher to pick the voucher code that should apply to this membership’s billing (or No Voucher).
  5. Save. The next membership draft invoice rebuilds with that discount on the membership fee, not on separate service bookings.

Typical uses:

  • Staff or loyal-client rates off the monthly membership fee
  • A promotional membership price for a set number of billing cycles
  • A negotiated membership rate driven by a voucher (subject to Usage Per User and Quota)

Where to Discount a Specific Service

To give members (or anyone) a percentage off or a free booking on a service such as Field Trip:

  1. Go to Operations > Discounts (also shown as Discounts & Vouchers on the page).
  2. Create or open the discount, then add or edit a voucher.
  3. Under Application Rules, set Products / Services to the service you want to discount (for example Field Trip only).
  4. Optional — set Subscription Dependencies to the membership plan so the voucher only applies while the client is on that membership.
  5. Set Auto Apply to Yes if the discount should apply at booking without a code.
  6. On the service Pricing tab, turn on Auto-apply discounts and vouchers. The same setting on a membership plan only affects the membership fee bill, not service bookings.

Override Total vs Discount / Voucher

  • Discount / Voucher on Edit Membership reduce the membership bill through the normal discount path and still follow voucher usage limits.
  • Override Total sets a fixed recurring amount. When it is ticked, the Discount and Voucher fields hide, and saving removes any voucher already attached to that membership.

Important Notes, Tips & Warnings

  • Note: No service selector appears on Edit Membership → Discount by design. Service targeting lives on the voucher under Products / Services.
  • Note: Discount and Voucher are not available to edit while the membership is paused. Resume it first if you need to change them.
  • Warning: Attaching a membership-fee voucher with Usage Per User set to 1 usually discounts only the first membership invoice, then removes the voucher. Raise the limit (or use Override Total) for an ongoing membership rate.
  • Warning: Turn on Auto-apply discounts and vouchers on the service you are discounting. The same setting on Membership Pricing does not cover Field Trip or other service bookings.
  • Tip: For “one free booking plus % off extras” member perks, build those vouchers under Discounts (scoped to the service), not with the Edit Membership Discount field alone.

Troubleshooting

Issue: You cannot choose which service the membership Discount applies to.
Resolution: Expected. Use Operations > Discounts and set Products / Services on the voucher. Use Edit Membership → Discount only when you want to reduce the membership fee.

Issue: Members still pay full price on a service booking.
Resolution: Confirm the voucher’s Products / Services includes that service, Auto Apply is Yes if you want it automatic, Subscription Dependencies matches the membership if you restricted it, and Auto-apply discounts and vouchers is turned on on the service Pricing tab.

Issue: Discount and Voucher disappeared on Edit Membership.
Resolution: Override Total is ticked. Untick it to use Discount/Voucher again, or keep Override Total and enter the intended cycle amount in Total.

Issue: The membership invoice was discounted once, then billed full price.
Resolution: Check the voucher’s Usage Per User and Quota. A limit of 1 explains a one-cycle-only membership discount.

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