is it possible to automatically apply a discount for a single client?

[MoonworksMedia]

I have given one of our clients a 25% discount on all our services. Is there a way to automatically have this take effect without them having to add a promo code each time?

[sentq]

it is possible

[brian!]

it is possible

that's a rather mysterious answer!

 

the usual method would be to assign them to a Client Group

 

http://docs.whmcs.com/Client_Groups

 

Client Groups allow you to group various clients together and quickly identify them at a glance. To create a group navigate to Setup > Client Groups and fill in the details under the Add Client Groups heading.

• You can assign a colour to the group that will appear in the Client Lists, Support Tickets & Dropdowns (for example to highlight important customers)
  
• You can assign a Group Discount that will apply to all future invoices for those clients. N.B. The discount is applied at the invoice stage so will not be displayed on the checkout.
  
• You can set the group to be exempt from suspensions or terminations. N.B. This does not apply to fixed-term/free trial products
  
• The Separate Invoices feature can be specified for an entire group
  

Client Groups can be managed from the option in the Setup menu. You can add, edit and remove client groups from this screen. You cannot remove a group that is in use.

 

Clients can be assigned & changed to other groups from the client's Profile area.

the part that I highlighted in red is important to realise - that the discount is not shown at checkout, only on the invoice.

[MoonworksMedia]

Sorry for the late reply, I hadn't realised there had been a response.

 

That's a great answer sentq, but that may just be the paranormal writer in me respondign (he just won't be quiet...)

 

After a bit of looking around the admin, I figured the client groups would probably be the simplest way of doing it. If it works, which it does, that's good enough for me.

[sentq]

hey, there is multiple ways to do it so I just said "it is possible"