In CivicRec, Discounts attach to various conditional fee discounts, such as local-resident discounts, early registration discounts, manual/custom discounts, program registrations, or facility rentals.

Important Note

• Discounts do not apply to addons and will calculate only the main line item by default.

Instructions

1. Navigate to Configuration > Financial Settings > Discounts
   
   
2. Click the Create Discount button
   
3. Fill out Discount Settings
   
   
   • Note: When you change the Discount Type, the fields will automatically change as well.
   • Discount Name: Add a name for the discount
   • Discount Type: Select one of the following discount types from the drop-down
     
     • Age Discount: Create a discount based on a specified age limit
     • Coupon Discount: Set up a coupon code to give your users to enter upon checkout
     • Custom Discount: Customize the discount configuration
     • Early Registration Discount: Reward users who register early for a session
     • Family Discount: Use for family members or multiple registrations for the same user
     • Local Resident Discount: Often used for customers who fall in the resident category, dependent on where they live
       
       • Note: This can be added to facility rentals or activities. The discount will populate accordingly if the customer is listed as a resident in the system. 
     • Membership/Activity Discount: Often used for members that are being offered a discount on another activity registration for having currently been registered for a membership or other qualifying activity
     • Pro-Rated Discount: Use for customers who register late for a session
       
       • Note: When the registration takes place, the system will discount based on the cost of the activity and the sessions assigned the discount. 
     • Prompt Discount: Provide a discount based on a user's answer to a Yes/No prompt
     • Quantity Discount: Use the Applies Over and Applies Under settings to provide discounts to a certain number of registrations within the same session.
       • Note: This discount is only for sessions that have the Allow Multiple Quantities Settings Turned on. 
     • User Flag Discount: Only applies to users with the specified flag, often used for employee discounts; flag your employees and configure this discount to the flag
   • 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
4. Select Save New Discount
   
   

Resources

• Assign Add-Ons and Discounts
• Configure Multiple Discount Calculation
• Create a Quantity Discount 
• Create an Early Registration Discount