Creating a Discount
Examples are most commonly a sibling discount, teacher or staff discount, and military or first responder discount. You may have additional discount types tailored to your center. Add them all here!
💡 Tip: Subsidy or CMS is often also handled through Famly's Discount feature in the case of Weekly or Daily rates. The benefit of leveraging Discounts here is the "Custom discount by amount" capability. A unique child's plan could have a "custom discount by amount" at even a weekly/daily level, in order to arrive at the correct parent co-pay.
Adding a discount
To create a type of discount that you offer consistently across children at your site:
👉 Where: Finance menu - Overview:
Manage Pricing
Discount Settings
Alternatively, access via Settings:
Finances → Discounts
Here, you can edit or add new, and then Save changes:
Adding a Discount to a Child's Plan
To add discounts to children's plans, you can implement changes either per child, or in bulk:
👉 Where: Finance menu - Overview
💡 Tip: If adding a discount as you create a child's plan for the first time, follow our onboarding hub here
If adding a discount to edit a specific child's plan that already exists, click the Plans tab, to the right of Overview tab
Select the correct child(ren) to update plans to include discounts
Click Action → Manage → Update plans
Select the date you want your changes to take effect (assuming you have not yet billed for the intended period, you will be able to select the earliest desired date you wish for the plan to begin)
Also schedule a plan change on this date (check yes)
Click Preview
Click Edit plan under Scheduled plan preview (as pictured here)
Under Summary, on the right hand side, Click Add Discount
A dropdown menu will appear, where you can select from a list of your preset discounts, or add a custom discount by percentage or amount.
Select "Show on invoice" or remove, per your preference on how the invoice will appear.
Discount dropdown example:
Discount example for CMS / Subsidy (monthly amount):
Discount example for CMS / Subsidy (weekly amount):
