Finances: Discounts

Within Discover, administrators are able to create different kinds of Discounts that can be applied day-to-day or ongoing.

Enrolment/Ongoing Discounts

Discounts that need to be applied ongoing to a child's enrolment, can be created through Discount Types and applied via the Enrolments screen in the child's profile.

To create an ongoing discount:

1. Navigate to Centre Setup > Discount Types 

2. Select the green Create New button to the bottom left of screen

3. Complete the following fields

• Description
• Percentage
• Visible to

Please note: If the Discount is left at 0.0% then it is treated as a custom discount and can be modified on the enrolment.

4. Once ready, select Create

To apply to child's enrolment:

1. Navigate to the Children Tab

2. Under Enrolments, Add a new enrolment, Edit Week or apply to an existing enrolment (Please note: adding to an existing enrolment will apply from the start date and not from applied date.)

3. Under discount, in the drop down select which discount to apply

4. Press save to apply.

Daily/Holiday Discounts

Discounts that apply occasionally to an enrolment, such as those for closures or holiday periods, can be created via Centre Settings and applied via the Attendance screen, Bulk Actions (Set Holidays) or the Child Calendar.

To create a discount:

1. Navigate to Centre Settings > Centre Details Tab.

2. Scroll down to Centre Holidays.

3. Next to Special Discount, enter the format of your Discount/s, separated by a comma*.

4. Scroll to the bottom of the page and click Save to apply.

*Hover over the information icon beside the Special Discount field to find the below notes:

"You can allow special dollar values, percentage discounts or a fixed day rate as alternative options when giving a child a discount for a specific day on the child's calendar (use $ symbol to specify a fixed amount, % for a percentage and ! for fixed day rate. i.e. $20, 15%, !5). You can specify multiple options by separating each with a comma and these options will become available on the child calendar. There is also an hourly discount option 'H' or 'Hnn%'. For example if you use H2 it shows as '$2/hour discount' and H50% will be 50% of non attended hours. - a credit note is created (normal restrictions) for $2.0 per hour based on the booking duration. Note $2 is an example, it can be H3.75 = $3.75 etc. It is available on attendance, bulk holiday & child holiday"

Commonly used Special Discounts:

• No Charge: "0!"
• Full Discount: "100%"
• 50% Discount: "50%"
• 100% Discount Non-Attending: "H100%"

To apply a discount to daily bookings:

1. Navigate to the Attendance tab

2. Filter through the Room, and Day/Date to find the booking

3. Under the Discount column, against the child drop down, select the relevant discount to apply to the booking. 

4. Press Save.

Please note: Only No Discount and Normal Discount come by default when a centre is newly created. All other discounts need to be setup in the Special Discount field.