Managing Member and Association Discounts in your Retail Platform

Capitan integrates with the leading retail management platforms to handle retail and inventory management. In order to seamlessly offer retail discounts to targeted groups (for example, members get 20% off retail items, or customers in a corporate partnership association get 10% off snacks), Capitan can automatically add and remove customers from groups in your retail platform according to their association or membership status. The customer groups in your retail platform can in turn be used to offer retail discounts, configured within the retail platform itself.

You can automate these discounts with the two retail platforms Capitan currently integrates with:

• Square
• Lightspeed

Note: Discounts created on Capitan can only be used on payments that go directly through the Staff Site or Climber App. To automate discounts on your retail platform (even on Capitan branded items), you will need to follow the below steps to configure the automated member or association discounts.

Managing Square Customer Groups using Capitan

1. Configure your Manual Groups on Square (help article here - Note: you need to select one customer to be able to make a group in the directory. The video shows you how). Once a Manual Group is created, you can determine the discounts that customers in that group will automatically receive on Square (for example, 10% off food items and 15% off shoes).
2. Back on Capitan, navigate to Organization Settings. Select Manage Groups under your Square Integration. 
3. Select the groups you want to be automatically managed by Capitan. Capitan will automatically add or remove customers from these groups based on their membership and association statuses.

Note: If a group is removed from the list of managed groups, it will be removed from any assigned memberships and associations, and any customers which have automatically be added to the group by Capitan will remain in the group indefinitely.

Retail Customer Groups by Membership

In order to sync customers with a certain membership type to a Square customer group, follow these steps:

1. Under Memberships & Passes in Admin, select the membership type you want to configure, then navigate to the "Square" section.
2. Set an "Active Member" customer group. All customers with active memberships of this type will be added to the customer group (note that it will take up to 15 minutes to perform the initial sync after this setting is changed).

Retail Customer Groups by Association

In order to sync members of a certain association to a Square customer group, follow these steps:

1. Under Associations, select to the Association you want to configure.
2. Select "Configure", then scroll to the Lightspeed Customer Groups section.
3. Set an "Active Member" customer group. All members of this association will be added to the customer group (note that it will take up to 15 minutes to perform the initial sync after this setting is changed).

Managing Lightspeed Customer Groups using Capitan

1. Configure your groups on Lightspeed (help article here). Once a group is created, you can determine the discounts they will automatically receive on Lightspeed (for example, 10% off food items and 15% off shoes).
2. Back on Capitan, navigate to Organization Settings. Select Manage Groups under your Lightpeed Integration. 
3. Select the groups you want to be automatically managed by Capitan. Capitan will automatically add or remove customers from these groups based on their membership and association statuses.
4. Lightspeed only allows a customer to be assigned to a single group, so you may also rank your groups in order to determine which group is used when a customer qualifies for multiple.

Note: If a group is removed from the list of managed groups, it will be removed from any assigned memberships and associations, and any customers which have automatically be added to the group by Capitan will remain in the group indefinitely (unless they qualify for a higher-ranked group).

Retail Customer Groups by Membership

In order to sync customers with a certain membership type to a Lightspeed customer group, follow these steps:

1. Under Memberships & Passes in Admin, select the membership type you want to configure, then navigate to the "Lightspeed" section.
2. Set an "Active Member" customer group. All customers with active memberships of this type will be added to the customer group (note that it will take up to 15 minutes to perform the initial sync after this setting is changed).

Retail Customer Groups by Association

In order to sync members of a certain association to a Lightspeed customer group, follow these steps:

1. Under Associations, select to the Association you want to configure.
2. Select "Configure", then scroll to the Lightspeed Customer Groups section.
3. Set an "Active Member" customer group. All members of this association will be added to the customer group (note that it will take up to 15 minutes to perform the initial sync after this setting is changed).