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Can I Offer A Discount For Committing To Longer Term Memberships?

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There are two ways to offer discounts for longer-term time commitments:

  1. Create a new custom plan (for when there will be many members on the plan or in order to track the group independently in the analytics).
  2. Customize an existing plan (for when this will be used by only a few members or for individually negotiated terms).


1. Creating An Additional Plan For Longer-Term Commitments

  1. Go to Setup » Plans » Add Plan.
  2. Set up all the aspects of your plan (see https://www.cobot.me/guides/plans for any questions).
  3. Under Price, input the total discounted price and adjust the number of months.


Select Hidden Plan if only admins should adjust the plan, or leave Hidden Plan unchecked if you would like members to be able to sign-up for it directly.


2. Customizing An Existing Member Plan

If you are doing a customization of payment terms for just a few members, or negotiating each rate individually - we recommend customizing their existing plan.

  1. Go to Manage » Members » Select the Member Profile.
  2. Select Plan > dropdown > Customize Plan
  3. Customize Plan allows you to start from their current plan and make a few select changes.
  4. Under Price, input the total discounted price and adjust the number of months.


Analytics

The first option of an additional plan will allow you to track the memberships in each type of plan separately.

The second option of customizing an existing plan, will give the member a plan with a custom cost/payment cycle but the member will be considered on the original plan for analytics purposes.


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