Creating Discount Templates

This article is designed to help you in creating discounts to be used at an individual account level, for a child or the account. 

This is to create discounts on the Gap by a percentage for use with staff or a full fee discount to apply a % or dollar amount.

TABLE OF CONTENTS

• Creating Discounts
• Edit Existing Discount

Creating Discounts

Navigate to Billing in the menu, then select Discounts from the drop down options. 

Select + Create Discount

Select the centre(s) the discount will be used in, 

name the discount, 

Select Discount Method (manual or recurring)

    Manual is used for applying a discount to a transaction on an individual basis

    Recurring is used on an account or child for an ongoing basis

Select the start date the discount will need to be used from, 

Add end date if required

Select an amount as $ Dollar or % Percentage, 

    $ Dollar amount can only be selected with Fee selected as Discount type

Select Discount Type to apply to Session Gap or Fee

    Session Gap can only be selected when Recurring is selected as Discount method

Tick the option to Include CCS Zero sessions where the discount should be applied where there is no CCS on any part of the session

Select Save

Edit Existing Discount

On the discount menu select '... ' on the discount you wish to edit

Select edit

You can edit properties that are available in the template

See applying a discount to have the discount applying against an account.

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