Scholarship Alternative - Create Account Flags

This article will show you how to apply scholarship money through Account Flags and Discounts.

Instructions

1. Create the Account Flag

   • Name: Name the flag something related to the Scholarship

   • Description: Briefly describe the scholarship

   • Color: Either add an HTML code or select a color from the palette

   • Prevent Access: Select to prevent someone from scanning in

     Note:

     Most likely not applicable to scholarships.

   • Tax Exempt: Select to not assess the tax for users/accounts with this flag

     Note:

     Coordinate with your Accounting Department to determine which flags receive tax exemption.

2. Create the Discount

   • Discount Name: Name your Scholarship Discount

   • Discount Type: Select User Flag Discount

   • User Flag: Select your Scholarship User Flag

   • One Time Discount: Discount only applies once per checkout

   • Exclusive Discount: Does not allow the discount to combine with other discounts at checkout

   • In House and/or Online: Allow the discount to apply either in-house and/or online

   • Applies To: Select who has permission for the discount (Residents, Non-Residents, Anyone)

   • Default Amount: Enter the discount amount in either a fixed dollar amount or a percentage

   • Default GL Code: Select the applicable GL Code

     Note:

     Coordinate with your Accounting Department to determine which GL Code to use.

   • Instructor Applicable and Auto-Billing Applicable: Do not select for this discount

3. Add the Discount to Activities, Facilities, or POS Items

   • Select a Discount: Use the drop-down to select your Scholarship Discount

     Note:

     The amount and GL code will auto-populate with the default items. If you need to make changes, you must create a new discount.

   • Dollar Amount: Enter a dollar amount or percentage

   • Select a GL Code: Use the drop-down to select your desired GL Code

     Note:

     Within the Discount tab, you can navigate through the Sessions, Facilities, or POS tab to bulk select those items.

4. Add Account Flag

   Note:

   This step will occur after you approve an individual for the scholarship.

   • User: Select the applicable Account Member

   • Flag: Select your Scholarship Flag

   • Expiration Date: Enter the end date of the scholarship

   • Apply Flag to Entire Account: Select to apply the scholarship flag to all Account Members

   • Flag Note: Enter any additional comments

     Note: Now, when the user goes to checkout, the discount will appear on the checkout screen.

Note:

Now, when the user goes to checkout, the discount will appear on the checkout screen.