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Assign Add-Ons and Discounts

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This article will show you how to assign Add-Ons and Discounts to Activities, Facilities, and POS Items. The process shown below will illustrate the exact process for Activities, but the same steps apply to each type of item.

Instructions

  1. Log in to Recreation Management

  2. Navigate to the Activities tab, then to Activity List

    Navigation menu for Recreation, highlighting Activities and Activity List.

  3. Expand an Activity Activity list highlighting the plus icon to expand an activity.

  4. Select Edit Session (pencil icon) next to the desired session Highlighted edit pencil icon indicates editing tools available for the selected item in the table.

  5. Select the Pricing tab Pricing tab section displaying session fees, taxes, and options for add-ons and discounts.

  6. Click Add Add-On and Add Discount to add an Add-on or DiscountActivity Pricing tab highlighting the Add Add-on button and Add Discount button.

  7. Use the drop-down menus to select an Add-on or Discount Activity Add-On and Discount drop down menus highlighted on the pricing tab.

  8. Further configure the add-on or discount

    • Add-On: Activity Pricing tab showing the add an Add-On set up fields.

      • Select Add-On: Select add-on

      • Price: Select a dollar amount ($) or percentage (%)

      • GL: Select a General Ledger (GL) Code

      • In-House: Choose when to pay

      • Online: Choose when to pay

    • Discount: Activity Pricing tab showing the Add Discount set up fields.

      • Select Discount: Select discount

      • Price: Select a dollar amount ($) or percentage (%)

      • GL: Select a GL Code

      Note:

      Additional options may appear based on how the Add-On or Discount is set up.

  9. Click the Save Session button