Family Discounts

This article will show you how to create a Family Discount. This discount allows you to specify the qualifying participants, activities, and timeframe in which it can be used.

Instructions

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

2. Click Create Discount

3. Add a Discount Name

4. Select Family Discount from the Discount Type drop-down menu

5. Choose the Qualifying Participant for this discount

6. Select the Qualifying Activity from the drop-down

   Note:

   This setting is critical for check out to function as desired in conjunction with the Qualifying Participant setting.

7. Set the Qualifying Timeframe

8. Fill out the remaining fields

   • 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

   • Applies Over: This discount will apply when there are greater than this many qualifying registrations

   • Applies Under: This discount will apply when there are fewer than this many qualifying registrations

   • 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

9. Click Save New Discount

Resources

• Assign Add-Ons and Discounts