Membership/Activity Discounts

This article will show you how to create a Membership/Activity Discount. This discount can be assigned to sessions or facilities and is often used for participants who are registered for a membership or other qualifying activity.

Instructions

1. Log in to Recreation Management

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

3. Click Create Discount

4. Add a Discount Name

5. Select Membership/Activity Discount from the Discount Type drop-down menu

6. 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

   • 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. Click Save New Discount

8. You can now assign the discount by navigating to the Pricing tab of the session that will receive the discount

   Note:

   For Facilities, navigate to the Addons/Discounts tab

9. Click Add Discount

10. Select your Membership/Activity Discount from the drop-down

11. If needed, adjust the amount of the discount or the GL code

12. By default all registrations will be set to use the discount, narrow down the eligibility using the Categories, Activities, and Sessions drop-downs to assign the activity or membership that the user must already be enrolled in to receive the discount

    Note:

    This should not be the session you are adding the discount to (what the user will actively be enrolling in).

    • Example: In this scenario, we are adding a discount to a swimming lessons session and setting the eligibility for the discount to users who have already purchased an Aquatics Membership.

13. Click Save Session or Save Facility

Resources

• Assign Add-Ons and Discounts