How to Create a Discount

Two ways to post Discounts: One-Time and Recurring

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

There are several ways to give Discounts. First, you have to create Discount Items, such as "Sibling Discount." If you haven't created any Discount Items yet, learn how to do that here.

Here are the various methods of discounting in Enrollsy:

Coupon Codes (Specials at Enrollment)

Some companies offer specials or "coupons" for certain programs. You may want to offer an Early Bird Special when signing up for a class or any other kind of special. Enrollsy allows you to attach ONE Coupon Code to any program. Customers can only put in one Coupon Code at a time in Enrollment.

See this article for steps to create a Coupon Code.

One-time Individual Discount

Post a transaction as a Credit. After selecting "Post Credit," scroll down to "Set Up Credit." Here is where you insert the discount amount and the discount's name. This posts a one-time Discount to a person's Account.

one-time discount in Enrollsy

Individual Payment Plan Discount

You can add a Discount to an Individual Payment Plan (NOT a general Payment Plan, but one customized for a certain Enrollee). Here's how:

  • On the Enrollee's Billing page, scroll down under "Tuition/Active Enrollments" to the Future Invoices and Payment Plans box.

  • Click on the Edit button.

  • Under Scheduled Payments, click the dollar sign beside the Charge Item (i.e., Tuition)

  • Edit the Discount name by clicking the pencil icon

  • Add the amount of the Discount and click Save.

Program Automatic Discounts

Now you can add multiple Discounts to a Program or Class that will be applied automatically at enrollment. These Discounts include:

  • Payment Plan Selection - apply a discount to the Pay-in-Full selection or Payment Plan selection (or both!)

  • Multiple Enrollees - apply a discount for two or more Enrollees enrolled in the same location and the same Enrollment Period under the same account, i.e., Sibling Discount. It doesn't take into account the age of the enrollees. It takes off whatever dollar amount is entered on the 2nd enrollee and so on (if you add more). A discount can be applied for up to 20 Enrollees.

  • Date - Apply a discount on a specified date, i.e., Early Bird Discount

  • Returning Customer -apply a discount when the person enrolling uses an email address that is already on file.

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