How to Create Discounts
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- เผยแพร่เมื่อ 15 ธ.ค. 2024
- How to Create Discounts on ProgramsIn this guide, we'll walk you through the steps to create and apply discounts on programs.Step 1: Add Discount Items Navigate to the My Company page. Click on the Items tab to open the Items page. On the right, you'll see the list of discount items. Click the plus button to add a new discount item. Enter the label for the discount item and click Save to save the new discount item.Step 2: Add Discounts to a Program Click on the Programs tab. Click the pencil icon beside the program to open the program settings. Scroll down to the Pricing section or click Pricing on the left menu. Under the fee you want to add a discount to, click the dollar sign icon. Choose the discount from the list.Types of Discounts Pay-in-Full Discount: Applies a discount to the pay-in-full selection. Click Apply to apply the discount. Payment Plan Discount: Takes off a discount when the customer chooses the payment plan. Click Apply to apply the discount. Multiple Enrollees Discount: Applies a discount for two or more enrollees enrolled in the same location and period under the same account. Click Apply to apply the discount. Date Discount: Applies a discount on a specified date, such as an early bird discount. Enter the expiration date and click Apply. Returning Customer Discount: Applies a discount when the enrolling person uses an email address already on file with an active or deactive enrollment. Click Apply to apply the discount.Step 3: Edit Discounts To edit the default discount miscellaneous credit, click the pencil icon. Find and select the correct discount item name from the list. Enter the discount amount. Note that currently, only dollar amounts can be used in a discount.Step 4: Manage Payment Plans Click the plus button to add a payment plan. Choose the payment plan from the list or create a new one. To view or edit the payment plan pricing, click on the pencil icon. Here, you can see the payment plan discount divided equally into the payment events set on the payment plan.Step 5: Save ChangesAfter making all necessary changes, click Save to save any changes made to the program.