New account credit

Jaime Wong's Avatar

Jaime Wong

17 Jun, 2014 12:27 PM

Is it possible to automatically insert a credit for every new customer account creation?

As an example. We have two types of clients: SELF and FULL service.
Is it possible that everytime we create a new SELF service client, a credit of $37.50 will be added?

  1. 1 Posted by Jess Pendley on 17 Jun, 2014 01:23 PM

    Jess Pendley's Avatar

    Hi Jaime --

    You can create a promotion and apply it to the specific plan or plans that you'd like to receive a discount.

    This documentation walks you through the process, but if you have any questions, just let me know.

    Thanks!

  2. Jess Pendley closed this discussion on 17 Jun, 2014 01:23 PM.

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