Discounts
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      2. Discounts

      Discounts - Introduction

      How to add sibling and multi class discounts to your invoices

      To set up sibling and multi-class discounts:  

      1. Click < to the right of Billing.
      2. In the expanded menu click Settings.
      3. Select Discounts.

      This will open a discount table where you can define and apply these discounts automatically to your invoices.

      The discount table is designed to handle both multi-class and sibling discounts. We recommend filling it in before generating invoices to ensure the discounts apply automatically.

      • The number of students in a family (siblings) is listed down the left side of the table.
      • The number of classes each student is enrolled in is shown across the top.

      You can enter your desired discounts based on these variables. For example, you could offer a discount if two siblings are enrolled in one class or if one student is taking multiple classes.

      Additionally, you can increase the discount as the number of classes increases. For instance, booking two classes might result in a £4 discount, while booking three classes might give a £6 discount. You have full control to adjust and add new discounts as needed.

      The discount application rule determines how discounts are applied for sibling discounts or multi-class discounts. The system will choose which student (for sibling discounts) or class (for multi-class discounts) will be considered as "student 1" or "class". The rule offers two options:

      • Give smallest discount possible: Applies discounts in a way that results in the smallest total discount.
      • Give largest discount possible: Maximizes the discount given to the customers.

      There are two ways to apply discounts: as a percentage or as a fixed amount. You can adjust this setting below the discount table.

      You also have the option to include or exclude specific classes from the discount system. When creating a class, simply tick the "discountable" box to include it. To include/exclude a specific class from the discount system:

      1. Click < to the right of Classes.
      2. In the expanded menu click View All.
      3. Select the season and find the class. (Or use the Global Search feature to quickly find the class)
      4. Open the class by clicking on it. Under the Basic Information tab, click Edit.
      5. Check the box that says Discountable if want to include it or leave it unchecked to exclude it.
      6. And don't forget to Save.

      For larger discounts, you can cap the maximum amount deducted from an invoice. This option is available below the discount table.

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