Finances – Discounts

Finances – Discounts

 

 

This option is only available to organizations that use online registration.

 

This optional feature allows you to offer discounts when one or more participants register in the same transaction: family discounts, multiple participant discounts, zip code discounts, or a combination of both.

To apply these discounts, you will need to determine whether it is a dollar amount or a percentage off the registration fee, then define rules identifying which participants will receive the discount.

Please note that no discounts can be applied to membership fees.

 



 

2---Catalog--Finances---Discount - FINAL.mp4

 


Adding a discount

 

 

Here are the steps to follow to add a discount:

 

  1. In your dashboard, click on the “Catalog” menu and select the “Discounts” option.

 

 

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  1. In the “Discounts” section, click the + Add button.

 

 

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Adding a “Multi-Participant” discount

 

 

Here's how to fill out the “Add Discount” form to offer a “Multi-Participant” discount (family discount):

 

  1. In the “Type” field, select the “Multi-Participant” option.

  2. In the “Mode” field, select the option for an amount to be determined ($) or a percentage to be deducted from the total costs (%).

  3. Enter the title of your discount.

  4. Enter the amount or percentage of your discount and define the rules for determining which participants are eligible for it, e.g., second child, third child, etc.

 

 

You must add a new rule for each participant (# 2, # 3, etc., depending on the number of participants from the same family within your organization in the same transaction).

 

It is not possible to grant a discount for a single participant, as this is a family discount.

 

Discounts 3.png

 

 

 

  1. Indicate the expiration date of the discount if necessary.

  2. Select the status: Active or Inactive.

  3. Click the Confirm button.

 

 

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Adding a “Postal code” discount

 

 

Here's how to fill out the “Add a discount” form to offer a “postal code” discount:

 

  1. In the “Type” field, select the “Postal code” option, then click on the Edit postal codes link.

 

 

Discounts 7.png

 

 

  1. Enter the name of the city for which you want to offer a discount, the first three characters of its postal code, and then click the Search button.

 

 

Discounts 8.png

 

 

  1. Check the boxes for the postal codes of your choice or select them all by clicking Select All, then click the Add button.

 

 

Discounts 9.png

 

 

  1. In the “Mode” field, select the option for an amount to be determined ($) or a percentage to be deducted from the total costs (%).

  2. Enter the title of your discount.

  3. Enter the amount or percentage of your discount.

  4. Indicate the discount expiration date if necessary.

  5. Select the status: Active or Inactive

  6. Click the Confirm button.

 

 

Discounts 10.png

 

Discounts 11.png

 

 

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Adding a “Postal code” discount and a “Multi-participants” discount

 

 

Here's how to fill out the “Add a discount” form to offer a “Multi-Participant” discount and a zip code discount in the same online store:

 

  1. In the “Type” field, select the “Postal code” option, then click on the Edit postal codes link.

 

 

Discounts 7.png

 

 

  1. Enter the name of the city for which you want to offer a discount, the first three characters of its postal code, and then click the Search button.

 

 

Discounts 8.png

 

 

  1. Check the boxes for the postal codes of your choice or select them all by clicking Select All, then click the Add button.

 

 

Discounts 9.png

 

 

  1. In the “Mode” field, select the option for an amount to be determined ($) or a percentage to be deducted from the total costs (%).

  2. Enter the title of your discount.

  3. Enter the amount or percentage of your zip code discount and set the rules as follows to add the discount:

    1. Enter the amount of your discount by zip code for your participant #1.

    2. Click +Add Rules.

    3. If a family discount is applied to the second participant, add the zip code discount to the “Multi-Participant” discount and enter the total in the “Discount” field.

    4. If a family discount is only granted to the third participant, enter the zip code discount in the “Discount” field for participant #2, then add the zip code discount to the “multiple participants” discount and enter the total in the “Discount” field for participant #3.

 

 

Example:

An organization offers a $25.00 zip code discount to each participant and a $20.00 family discount to the third participant. Therefore, the $25.00 zip code discount must be added to the $20.00 family discount for the third participant, resulting in a total discount of $45.00.

 

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  1. Indicate the discount expiration date if necessary.

  2. Select the status: Active or Inactive

  3. Click the Confirm button.

 

 


Modify discounts

 

 

To edit a discount, click on it to bring up the right-hand side panel. You can edit the title, expiration date, and status of your discount by clicking on either of the blue pencils. You can also delete it by clicking on the Actions button and selecting the “Delete” option.

 

 

Discounts 13.png

 

 

  • If you created a discount with an expiration date in the previous season, you will not be able to change the expiration date for the current year. You must select the Inactive status and create a new discount.

  • The discount can only be removed if it is not used in an online registration.

 

 


How are discounts calculated?

 

 

Discounts are calculated only on registration fees and not on membership fees. The highest amount or percentage will be applied to the lowest registration fees.

 

 

Cash rebate ($)

 

Example 1 - Multi-Participant discounts only ($)

 

Cash discount ($) for a family of three children with only the Multi-Participant rebate

  • The registration fees are $500, $400, and $300.

  • The membership fee is $46.16.

  • The second child receives a $50 discount.

  • The third child receives a $100 discount.

 

Registration fees

Membership fees

Multi-Participant discounts

Calculation

Total

Registration fees

Membership fees

Multi-Participant discounts

Calculation

Total

$500

$46,16

$0

S.O.

$500 

$400

$46.16

$50

$400 - $46.16 - $50 +$46.16

$350

$300

$46.16

$100

$300 - $46.16 - $100 +$46.16

$200

$1,200

S.O

$150 

S.O.

$1,050

 

 

Example 2 - Postal code discount only ($)

 

Cash discount ($) for a family of three children with only the rebate by postal code

  • Registration fees are $500, $400, and $300.

  • The membership fee is $46.16.

  • Each child receives a $25.00 discount based on their zip code.

 

Registration fees

Membership fees

Discounts by postal code

Calculation

Total

Registration fees

Membership fees

Discounts by postal code

Calculation

Total

$500

$46.16

$25

$500 - $46.16 - $25
+$46.16

$475

$400

$46.16

$25

$400 - $46.16 - $25 +$46.16

$375

$300

$46.16

$25

$300 $ - $46.16 - $25 +$46.16

$275

$1,200

N/A

$75

N/A

$1,125 

 

 

 Example 3 - Zip code discount and multiple participant discount ($)

 

Cash discount ($) for a family with three children, including zip code and “multiple participants” discounts

  • Registration fees are $500, $400, and $300.

  • The membership fee is $46.16.

  • Each child receives a $25.00 postal code discount.

  • The second child receives a $50 discount.

  • The third child receives a $100 discount.

 

Registration fees

Membership fees

Discounts by postal code

Multiple participant discounts

Calculation

Total

Registration fees

Membership fees

Discounts by postal code

Multiple participant discounts

Calculation

Total

$500

$46.16

$25

$0

$500 - $46.16 - $25 +$46.16

$475

$400

$46.16

$25

$50

$400 - $46.16 - $25 - $50 + $46.16

$325

$300

$46.16

$25

$100

$300 - $46.16 - $25 - $100 + $46.16

$175

1,200 $

N/A

$75

$150

N/A

$975

 

 


Percentage discount (%)

 

 

Example 1 - Multi-Participant discounts only (%)

 

Percentage discount (%) for a family of three children with only the “Multi-Participant” discount

  • Registration fees are $500, $400, and $300.

  • The membership fee is $46.16.

  • The second child receives a 10% discount.

  • The third child receives a 25% discount.

 

Registration fees

Membership fees

Multi-Participant discounts

Calculation

Total

Registration fees

Membership fees

Multi-Participant discounts

Calculation

Total

$500

$46,16

0%

S.O.

$500

$400

$46.16

10%

$400 - (($400 - $46.16)*.10)

$364.62

$300

$46.16

 25%

$300 - (($300 - $46.16)*.25)

$311.54

$1,200

N/A

$75

N/A

$1,125

 

 

Example 2 - Discount based on postal codes only (%)

 

Percentage discount (%) for a family of three children with the postal code discount only

  • Each child receives a 10% postal code discount.

  • The membership fee is $46.16.

 

Registration fees

Membership fees

Discounts by postal code

Calculation

Total

Registration fees

Membership fees

Discounts by postal code

Calculation

Total

$500

$46.16

$10

$500 -(($500 - $46.16)*.10)

$454.62

$400

$46.16

$10

$400 - (($400 - $46.16)*.10)

$364.62

$300

$46.16

$10

$300 - (($300 - $46.16)*.10)

$274.62

$1,200

N/A

$75

N/A

$1,125

 

 

 Example 3 - Postal code discounts and multi-participant discounts ($)

 

Percentage discount (%) for a family of three children with a postal code discount and a “Multi- Participant” discount

  • The registration fees are $500, $400, and $300.

  • The membership fee is $46.16.

  • Each child receives a 10% discount based on their zip code.

  • The second child receives a 10% discount.

  • The third child receives a 25% discount.

 

Registration fees

Membership fees

Discount

Multi- Participant discounts

Calculation