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Assign Add-Ons and Discounts

Overview 

This article will show you how to assign Add-Ons and Discounts to Activites, Facilities, and POS Items. The process shown below will illustrate the exact process for Activities, but the same steps apply for each type of item.

Instructions

  1. Navigate to Activities > Activity List
    activity_list.png
  2. Expand an activity
    expand_activity.png
  3. Edit a session
    edit_session.png
  4. Select the Pricing tab
    pricing.png
  5. Click Add Add-On and Add Discount to add an Add-on or Discount, respectively
    addon_discount.png
  6. Use the drop-down menus to select an Add-on or Discount
    dropdown.png
  7. Further configure the Add-on or discount
    • Add-On:
      addons.png

      • Select Add-On: Select add-on
      • Price: Select a dollar amount ($) or percentage (%)
      • GL: Select a GL Code
      • In-House: Choose when to pay
      • Online: Choose when to pay
    • Discount:
      discounts.png
      • Select Discount: Select discount
      • Price: Select a dollar amount ($) or percentage (%)
      • GL: Select a GL Code
    • Note: Additional options may appear, based on how the Addon or Discount is setup.
  8. Click Save Session
    save_session2.png



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Article Feedback

  • Avatar
    Scott Gartner

    Could you add in how to set the default online availability so that it can be visible to online viewers.

  • Avatar
    Jackson Wright

    Hi Scott,

    Default Online Availability is a feature only available on Custom Addons. You can view more information with our article Set Default Online Availability for Custom Addons: https://www.civicrec.civicplus.help/hc/en-us/articles/360016175593-Set-Default-Online-Availability-for-Custom-Addons.

    All other addons have specific scenarios when they are applied. For example, Prompt add-ons are applied when the user answers a prompt. Custom add-ons do not have a generic trigger, so they require a setting that controls their trigger.

    Hope that helps!

    Thank you,
    Your Help Center Team