Creating a Discount
You can create bespoke discounts for your setting, such as a sibling discount, staff discount, or any other discount you need.
To create a discount:
Go to Settings in your sidebar
Click Finances and select Discounts
Click on + Add Discount
Enter the discount details for your setting and save
Adding a Discount to a Child's Plan
Once you've created your discounts, you can apply them to a child's plan.
To add a discount:
Go to the child's profile and select the Bookings tab
Open their current plan or click Create new plan
Click Add discount in the Pricing Preview
Select from your pre-set discounts, or add a custom discount by percentage or amount
đĄ Custom discounts by amount are available on Annualised and Improved Actuals booking plans only. This option is not available on Standard Actuals booking plans. Read more about Improved Actuals here
Discount Report
đ You'll need the Configure finance settings permission to view the Discount report
To view a report of all discounts and surcharges linked to plans at your setting, go to Reports â All reports â Discounts. From here, you can filter by room, child, or discount type, and choose a date range.