Discounts
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      1. Knowledge Base Class Manager
      2. Discounts

      Custom Discounts for Specific Customers

      Apply unique discounts for individual customers or families that override your discount scheme

      If you have a discount scheme set up, but a particular customer or family qualifies for a special discount, you can bypass the general discount rules and assign a unique, ongoing discount to their profile.

      This ensures that whenever you generate an invoice for that customer, their unique discount is applied instead of the default discount scheme.

      Here’s how to set it up:

      1. Click < to the right of Customers.
      2. In the expanded menu click View All. (Or use the global search feature to quickly locate the customer profile)
      3. Search for the customer or family you want to apply the discount to.

      4. Once you’re in the customer’s profile, navigate to the Settings tab.

      5. Make sure the Discountable box is unchecked. This ensures the customer won’t be included in your default discount scheme.

      6. On the right side, under Additional Discounts, you’ll see a list of options. Choose the type of discount you want to apply:

        • Per Student Discount (£ Fixed): A fixed discount for each student.
          Example: £5 off per student, with 4 students, equals £20 off.

        • Per Invoice Item Discount (£ Fixed): A fixed discount per class.
          Example: £5 off per class, with 10 classes, equals £50 off.

        • Invoice Total Discount (£ Fixed): A fixed amount deducted from the invoice total.
          Example: £5 off a £100 invoice, for a total of £95.

        • Invoice Total Discount (% Percentage): A percentage-based discount on the total invoice amount.
          Example: 5% off a £100 invoice results in a £5 discount, for a total of £95.

        • Sibling Discount (£ Fixed): A fixed discount per student if multiple students (siblings) are invoiced together.

        • Sibling Discount (% Percentage): A percentage discount per student if multiple students (siblings) are invoiced together.
          Example: 5% off for 4 students results in a 5% total discount.

      7. Enter the discount value, choose where the discount should be applied, and then click Save.

      Now, whenever you generate an invoice for this customer, it will ignore the standard discount scheme and apply the custom discount you've set up. 🙌