Memberships
How customer memberships and discounts work.
WagDay supports customer memberships that grant percentage discounts on specific services. When a customer has an active membership, their booked services (if covered by the membership plan) automatically receive the membership discount.
How Discounts Apply
- Automatic at Booking: The discount is applied automatically when a customer books a covered service via the customer portal, or when staff create a booking for them.
- Better Discount Wins: If a customer is eligible for both a membership discount and a customer-type discount (e.g., VIP or Staff), WagDay will apply the single best discount. Discounts are never stacked.
- Service Coverage: Discounts only apply to services explicitly covered by the membership plan. Other services in the same booking will be charged at their normal rate.
- Active Status Required: Discounts stop applying when a lapse or cancellation is detected (following the provider webhook flipping the status away from ACTIVE). This only affects new bookings; existing paid bookings are never repriced.
- Tax Inclusive: The discount is applied to the tax-inclusive price. The final GST or tax component is derived correctly from the final discounted total.
Viewing Discounts
When creating a booking, the staff wizard and the customer portal both display a detailed price preview. This preview breaks down the subtotal and explicitly shows the discount source (e.g., "Gold Member discount (10%)" or "Loyalty discount (5%)") so you always know why a price was reduced. The member price and saving are visible before confirming (portal preview, wizard price bar, review-payment step, confirmation screen).
Customer profiles, notes and custom fields
Tour the tabbed customer profile — value stats, billing, messages, notes, pets — plus notes visibility and custom fields.
Team roles and permissions
The four organisation roles in WagDay, what each tier unlocks, and how to invite, promote or remove team members.