User Flag Discounts

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User Flag Discounts only apply to users with the specified flag. They are often used for employee discounts, you can flag your employees and configure this discount to the flag.

Important Note:

User flags must be attached to individual users in order for this discount to apply. Adding a flag to the entire account will not associate the flag to the user and will result in the discount not applying properly. user select drop down menu on Create User Flag

Instructions

  1. Log in to Recreation Management

  2. Navigate to the Configuration tab, and then Financial Settings, then select Discountsconfiguration, financial settings, discounts in left navigation menu

  3. Click Create Discount+create discount button

  4. Add a Discount Namediscount name field in discount settings tab

  5. Select User Flag Discount from the Discount Type drop-down menu Discount type drop down menu - user flag

  6. Choose the User Flag you wish to associate with the discount User flag drop down menu options

    Note:

    View information on how to Create a Flag.

  7. Fill out the remaining fields flag discount 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

  8. Click Save New Discountsave new discount button

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