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 a monthly/weekly/daily level, in order to arrive at the correct parent co-pay for a given child.
More on subsidy management here. Reach out to Famly's Support team if you have questions as you first set up children with subsidized or CMS tuition!
Adding a discount
To create a type of discount that you offer consistently across children at your site:
👉 Where: Finances → 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: Finances → Overview
💡 Tip: If adding a discount as you create a child's plan, follow our step-by-step guide 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)
Check the checkbox as a YES to: 'Also schedule a plan change on this date'
Click Preview
6. Click Edit plan under Scheduled plan preview column (as pictured here)
7. Under Summary, on the right hand side, Click Add Discount
8. 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.
Note: you can name this: "CMS" or a subsidy name; Discount terminology will not appear on the invoice.
9. 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):
10. Click Save changes
11. Repeat the above steps 6-10 for additional children
12. Click Update N plan(s) in the bottom right
You are all set! Now you've made all necessary discount additions and you're ready to bill in your next automated, or manual, billing run!