Introductory offers are used to attract new or prospective clients to visit your business and try your services. You can provide introductory offers to new or prospective clients through Purchase Options.
Key tips
Introductory offers are only visible to new clients who haven't made a purchase.
Only one introductory offer can be claimed per client profile. However, in Enterprise Businesses, clients may be eligible to purchase introductory offers at different locations. To restrict introductory offers to a one-time purchase across all Enterprise Locations, contact WellnessLiving Support.
When a client’s introductory offer Purchase Option expires and they don't have active passes or memberships, their client type is automatically changed to Prospect.
Create an introductory offer
To create an introductory offer Purchase Option:
Open the App Drawer
then click View All > Setup > Store Configuration > Purchase Options.On the Purchase Options page, create a new Purchase Option separately for your introductory offer.
To create a membership, see Creating or modifying a membership.
To create a session pass, see Creating or modifying a session pass.
To create a package, see Creating or modifying a package.
Under Purchase Restrictions in Advanced Settings, select Introductory offer for new clients only.
Click Save.