Family Discounts

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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. Sign in to your site

  2. Navigate to the Configuration tab, then Financial Settings, then select DiscountsMenu showing configuration and financial settings options for account management.

  3. Click Create DiscountButton to create a discount highlighted in the user interface for easy access.

  4. Add a Discount NameDiscount settings interface showing fields for discount name and types.

  5. Select Family Discount from the Discount Type drop-down menu Discount settings interface showing various discount types with 'Family Discount' highlighted.

  6. Choose the Qualifying Participant for this discount Discount settings for family discounts with qualifying participant options displayed.

  7. Select the Qualifying Activity from the drop-down menuDropdown menu showing options for qualifying activity and discounts in account settings.

    Note:

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

  8. Set the Qualifying Timeframe Drop-down menu showing various qualifying timeframes for discounts and registrations.

  9. Fill out the remaining fields Dropdown menu showing various qualifying timeframes for discounts and registrations.

    • 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 more 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

  10. Click Save New DiscountButton to save a new discount with a cancel option nearby.


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