Create a Coupon Code

This article will show you how to create a Coupon Discount.

Important Note:

There is only one code per coupon, not per user or customer.

Instructions

1. Log in to Recreation Management

2. Navigate to the Configuration tab, then select Financial Settings, and then select Discounts

3. Select Create Discount

4. Add a Discount Name

5. Select Coupon Discount from the Discount Type drop-down menu

6. Fill out the remaining fields

   • Max Uses: Set the maximum number of times a coupon can be used

     Note:

     For general use coupons, Max Uses > 1

   • Coupon Text: Add the word or code that users will need to enter upon checkout to use the coupon

   • Coupon Start Date: Set the date and time for when the coupon activates

   • Coupon Expiration Date: Set when the coupon expires

   • One Time Discount: This option will be checked automatically to indicate that the discount can only be used once per checkout

   • Exclusive Discount: Check if you do not want this discount to be combined with other discounts; other discounts will be removed when this discount is added

   • In House: Select to indicate if the discount is only available internally

   • Online: Check to make this discount available online

   • Applies To: Choose if this discount applies to Anyone Who Registers, Non-Residents Only, or Residents Only

   • Default Amount: Enter the default discount amount, either in dollar or percentage format

   • Default GL Code: Select the applicable General Ledger code from the drop-down menu

   • Instructor Applicable: Include this discount in instructor fees when using a percentage of registration fees

   • Auto-Billing Applicable: Click this checkbox to determine whether this discount is included in recurring auto-billing charges for memberships

7. Select Save New Discount

Resources

• Assign Add-Ons and Discounts