In Recreation Management, Discounts attach to various conditional fee discounts, such as local-resident discounts, early registration discounts, manual/custom discounts, program registrations, or facility rentals.
Important Note:
Discounts do not apply to addons and will calculate only the main line item by default.
Instructions
Log in to Recreation Management
Navigate to the Configuration tab, and then Financial Settings, then select Discounts
Click the Create Discount button
Fill out Discount Settings
Note:
When you change the Discount Type, the fields will automatically change as well.
Discount Name: Add a name for the discount
Discount Type: Select one of the following discount types from the drop-down
Age Discount: Create a discount based on a specified age limit
Coupon Discount: Set up a coupon code to give your users to enter upon checkout
Custom Discount: Customize the discount configuration
Early Registration Discount: Reward users who register early for a session
Family Discount: Use for family members or multiple registrations for the same user
Local Resident Discount: Often used for customers who fall in the resident category, dependent on where they live
Note:
This can be added to facility rentals or activities. The discount will populate accordingly if the customer is listed as a resident in the system.
Membership/Activity Discount: Often used for members that are being offered a discount on another activity registration for having currently been registered for a membership or other qualifying activity
Pro-Rated Discount: Use for customers who register late for a session
Note:
When the registration takes place, the system will discount based on the cost of the activity and the sessions assigned the discount.
Prompt Discount: Provide a discount based on a user's answer to a Yes/No prompt
Quantity Discount: Use the Applies Over and Applies Under settings to provide discounts to a certain number of registrations within the same session.
Note:
This discount is only for sessions that have the Allow Multiple Quantities Settings Turned on.
User Flag Discount: Only applies to users with the specified flag, often used for employee discounts; flag your employees and configure this discount to the flag
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
Select Save New Discount
