Help Documents - Version 5Add Sales Items (Tickets)How do I set up Automatic Discounts?

How do I set up Automatic Discounts?

In addition to Automatic Discounts, there are 2 other types of discounts that can also be applied to your sales section:

  1. Group Discounts - can ONLY be used when Group Registration is in use.  These are designed to allow group discounts, such as buy 5 tickets, get 1 free.  Discounts can be contingent on session selections and ticket purchases - How do I set up Group Discounts?
  2. Discount Codes (Promo Codes) - are applied by the registrant on the registration page prior to submitting their registration. You create and distribute these codes to special registrants who will receive special pricing - discount codes can be applied to the entire order, a group of items or only one item - How do I set up Discount Codes?

What are Automatic Discounts?

Automatic Discounts are automatically applied when a certain combination of session selections and/or sales items are purchased, a discount is applied. They can be restricted to a date range, can be a fixed dollar or a percentage discount and can be constrained to either registrant types and/or method of payment.

Open the Sales Wizard.

The Sales Item Manager window opens ...

Scroll down to the Automatic Discounts section.

The Sales Item Manager window opens ...

The Add Automatic Discount window opens ...

This example illustrates a simple set up: Buy 3 Workshops, Get 1 Class Free - Offer available to only Members and only during the month of August.  If all of these criteria are met, the discount is applied automatically.

  1. Give the Automatic Discount a label (name) that represents the discount's value - this name is printed on all receipts and is seen by registrants - be sure to enter a meaningful name
  2. Set the date restriction to the month of August
  3. Set the restriction that a session must be selected from the Workshops group
  4. Set the minimum number of Workshops that must be selected to 3
  5. Set the restriction that ONLY members receive this discount
  6. Apply the discount to the session Group: Classes
  7. Set the discount to 100% off
The Add Automatic Discount window opens ...

Verify your Automatic Discount was saved

You can set up as many Automatic Discounts as you need.  They will accumulate in the Automatic Discounts table.

BE CAREFUL: if you have multiple automatic discounts, be mindful of "overlapping" discounts.  The general rule is: if ALL of the criteria of an automatic discount is satisfied, the discount is applied.  Overlapping discounts could result in unintended multiple discounts for the same items. In no case is a discount allowed to result in a negative price.

IMPORTANT: If you delete an automatic discount, there is NO affect on existing registration records (nothing is changed for existing registrants who received the discount). The automatic discount will NOT be available for registrants going forward.

Verify your Automatic Discount was saved

Test your Automatic Discount

Make a test registration and "purchase" the items that you set up for each automatic discount.

IMPORTANT: NEVER assume that automatic discounts will work without testing.  If you have overlapping automatic discounts, then also test by purchasing the items for BOTH discounts - is the resulting price correct?

Test your Automatic Discount


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