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Membership/Activity Discounts

Clara Siegele
  • Updated:

This article will show you how to create a Membership/Activity Discount. This discount can be assigned to sessions or facilities and is often used for participants who are registered for a membership or other qualifying activity. 

 

 

Instructions

  1. Navigate to Configuration > Financial Settings > Discounts
    financial settings - discounts
  2. Click Create Discount
    create discount
  3. Add a Discount Name
    discount name
  4. Select Membership/Activity Discount from the Discount Type drop-down menu
    membership activity discount
  5. Fill out the remaining fields
    member 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
  6. Click Save New Discount
    save new discount
  7. You can now assign the discount by navigating to the Pricing tab of the session that will receive the discount
    pricing tab
    • Note: For Facilities, navigate to the Addons/Discounts tab
      addons discounts
  8. Click Add Discount
    add discount
  9. Select your Membership/Activity Discount from the drop-down
    member discount
  10. If needed, adjust the amount of the discount or the GL code
    gl code and amount
  11. By default all registrations will be set to use the discount, narrow down the eligibility using the Categories, Activities, and Sessions drop-downs to assign the activity or membership that the user must already be enrolled in to receive the discount
    filter
    • Note: This should not be the session you are adding the discount to (what the user will actively be enrolling in).
    • Example: In this scenario, we are adding a discount to a swimming lessons session and setting the eligibility for the discount to users who have already purchased an Aquatics Membership.
  12. Click Save Session or Save Facility 
    save session

 

Resources

Comments

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2 comments

Date Votes
  • Julie Semones

    what if you need to add a membership discount that was missed at initial purchase & you want to do a partial credit card refund? what are the exact steps without voiding the transaction?

    0
  • Julie Semones

    never mind I figured it out. I went to transaction browser > activities > actions > refund > credit refund prorate box > entered partial refund amount, reason: missed purchase discount entry > continue. Discount amount applied to initial card of purchase. 

    0

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