In this article:

Creating a discount

You can create your own bespoke discounts for you setting, like sibling discount, teacher discount, or any other discount you like. To create a discount:

  • Log in to the app and click on the 'Settings' menu

  • Click on 'Finances' and select 'Discounts' from the drop-down menu

  • Here you can enter discounts for your setting (as below)


Adding a discount to a child's plan

When sessions are added to a child's plan on their profile, you can add discounts to this. To add a discount:

  • Log in to the app and head to the child's profile

  • Select the 'Bookings' tab then click 'Schedule change' next to 'Plans'

  • A pop-up will open, showing the child's booking plan

  • Under 'Summary', on the left-hand side, Click 'Add Discount'

  • A drop-down menu will appear, where you can select from a list of your pre-set discounts, or add a custom discount by percentage or amount.
    Be aware that only discounts with fixed amounts can be added if the plan is set to use the 'annualised' invoicing method. This is because for 'actuals' plans that are invoiced for only part of a month, the app cannot know how much of the fixed amount discount to give on a particular invoice.

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