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
Navigate to the Configuration tab, then Financial Settings, then select Discounts
Click Create Discount
Add a Discount Name
Select Membership/Activity Discount from the Discount Type drop-down menu
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
Click Save New Discount
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
Click Add Discount
Select your Membership/Activity Discount from the drop-down
If needed, adjust the amount of the discount or the GL code
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.
Click Save Session or Save Facility
