How do I create a sliding-scale or discounted offer?

There are two quick ways to offer a reduced or customized price in LCH Core, without changing your public pricing.

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Option 1: Duplicate the package and make it Unlisted

Best when you want a clean, dedicated price just for this client (or a small group), with normal checkout and tracking.

Steps

1. Go to Coach Dashboard → Offers → Pick the offer type you want to discount
2. Find the package/offer → Click Duplicate in the Action menu
3. Open the duplicate and:
   • Rename clearly (e.g., “Foundations – Sliding Scale for [Client]”).
   • Set Price to the agreed amount.
   • Set Visibility = Unlisted (so it’s not shown publicly).
4. Save & Publish.
5. Send the direct link for that unlisted package to your client. You can get this from the Action items in the table (click Copy URL)

Pros

• Clean receipts and session tracking at the agreed price.
• Works for one-off or ongoing arrangements.
• No codes to enter; fewer checkout errors.

Notes

• Keep unlisted offers organized (e.g., tag or prefix names) so you can archive them later.
• If you need a time-limited arrangement, add an End date or unpublish after purchase.

Client message you can paste
“Hi [Name]! Here’s your sliding-scale checkout link for [Package Name]: [unlisted link]. This link is private to you. Once you complete checkout, your sessions will appear in your portal.”

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Option 2: Create a coupon and send it to them

Best when you want the client to buy a regular public package but at a discounted price using a code.

Steps

1. Go to Coach Dashboard → Offers → Coupons
2. Create Coupon:
   • Code (e.g., RHONDA30).
   • Discount (percentage or fixed amount) so the final price matches your sliding scale.
   • Applies to: select the specific package(s).
   • Expiry date
3. Save and send the code with a link to your Public Store (or the offer page).

Pros

• Fast; no duplicate products to manage.
• Great for temporary or trial pricing.
• Lets you keep standard pricing visible while honoring a private discount.

Notes

• Double-check the math so the discounted total equals your intended sliding-scale price.
• Use per-client codes for cleaner reporting and to avoid sharing.

Client message you can paste
“Hi [Name]! Use coupon [CODE] at checkout for [Package Name] here: [store/package link]. The code reduces the price to [final price] and expires [date]. Let me know if you need help.”

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Which should I choose?

• Unlisted duplicate: best for a bespoke price that should appear as the final price on the receipt and invoices (no code entry).
• Coupon: best for short-term discounts, trials, or when you want the client to pick from your standard public packages.

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Good housekeeping

• Document the agreed rate in your Session Notes and (if needed) in your agreement/welcome package.
• Set a review date (e.g., 3 months) to revisit the sliding scale.
• When the arrangement ends, unpublish the unlisted offer or disable the coupon.