Introduction
Adding a discount to enrollment rules within the course module can help you create offers that better suit your clients. You can apply many types of discounts, deciding whether they should be added manually or automatically for members who meet specific conditions, e.g. only to members with specific payment plans or other active enrollments.
- This article will show you how to configure discounts within the enrollment rules in the Courses module.
- This article will be helpful for PG Champion, System Administrator and Club Manager.
Instruction
To use discounts in enrolment rules, you need to have access to the course module. Learn more.
To add a new discount:
1. PGM -> Classes -> Enrolment Rules -> Discounts
2. Click on Add a new discount type.
The following screen will appear.
- Name - name of the enrolment rule discount, this will appear in different areas of PGM.
-
Type - the type of discount. There are two options:
- Lower by amount - this will lower the price of cost per class lesson by the amount set in value field.
For example, if the cost per class lesson has a standard price of $20.00 per class, and the lower by amount discount value is set at $5.00, This will make the cost per class lesson price at $15.00
- Lower by percent - this will lower the price of the cost per class lesson by the percentage set in the value field.
For example, if the cost per class lesson has a standard price of $20.00 per class, and the lower by percent value is set at 20%, This will make the cost per class lesson price at $16.00
- Value - the value of the discount, this could be as a percent or amount based on the selection used in the field Type.
- Active From / Active To - this is when the discount can be used for enrolments.
If the date has passed and an enrolment has this discount, the discount will still apply to the enrolment. The active dates is only when it can be applied to an enrolment.
- Available for all enrolment definitions - ticking this will allow the discount to be used on any enrolment rules.
- Available for enrolment definitions - select which enrolment the discount can be used on
If Available for all enrolment definitions is ticked, this field will be hidden.
-
Availability in application - display the list of applications the discount can be used in.
- PGM - discount can be used on enrolments done using PGM (PGM -> Classes -> Timetable & PGM -> Classes -> Groups)
- Client Portal - discount can be used on enrolments done on the client portal application
Additional Conditions
Having conditions set will allow you to automate where and when the discount is used. If this is left blank then the discount can only be manually applied in PGM.
Match all conditions - if more then one condition is set in the discount, the enrolment must meet all conditions in order to get the discount.
Match any conditions - if more then one condition is set in the discount, the enrolment needs to meet at least one condition in order to get the discount.
To add a new condition, press Add condition.
This will bring up a new option to select how the discount is applied to the enrolment.
- Policy - select the condition where the discount is automatically applied.
- Comparison Type - set if the condition needs to be less then, equal to, or greater then the value for the condition to be met.
- Value - this is the condition the discount needs to meet
Selected policies may have additional fields.
Enrolments
- Number of active enrolments - this will determine how many active enrolments the club member needs to have in order for the condition to be met.
Example:
A discount is applied to a member that has 3 active contracts, the contract discount will apply to the third contract only.
You will set the following conditions:
Policy - number of active enrolments
Comparison Type - equals
Value - 3
- Number of children with active enrolments - this will determine how many active enrolments the children within a family must have in order for the condition to be met.
Example:
A discount is applied to an enrolment in which there are 3 children with active enrolments in that family, the discount will apply to the third enrolment only. You will set the following conditions:
Policy - number of active enrolments
Comparison Type - equals
Value - 3
- Number of family members with active enrolments
This will determine how many active enrolments members within a family need to have in order for the condition to be met.
This applies to relation types Parent, Spouse and Children only.
Example:
A discount is applied to an enrolment in which there are 3 children with active enrolments in that family, the discount will apply to the third enrolment only. You will set the following conditions:
Policy - number of active enrolments
Comparison Type - equals
Value - 3
- Number of parents with active enrolments
This will determine how many active enrolments the parents of a family need to have in order for the condition to be met.
This applies to relation type Parent only. (Not Spouse)
Example:
A discount is applied to an enrolment where parents have 3 active enrolments, the discount will apply to the third enrolment only. You will set the following conditions:
Policy - number of active enrolments
Comparison Type - equals
Value - 3
Contracts
- Number of parents with active contracts
This will determine how many active contracts parents of a family have in order for the condition to be met.
This applies to relation type Parent only. (Not Spouse)
Example:
A discount is applied to an enrolment in which there are 3 children with active enrolments in that family, the discount will apply to the third enrolment only.
You will set the following conditions:
Policy - number of active enrolments
Comparison Type - equals
Value - 3
- Payment plans of member's parents active contracts
This will apply the discount if the parent has an active contract from the list of payment plans.
This applies to relation type Parent only. (Not Spouse)
Example:
A discount is applied to an enrolment where the parent (not the spouse) has an active contact using one of the selected payment plans.
Policy - Payment plan of member's parent active contracts
Comparison Type - contains
Value - Payment Plan name from drop down list
- Payment plans of member's active contracts - This will apply the discount if the club member has an active contract from the list of payment plans.
Example:
A discount is applied to an enrolment where the club member has an active contact using one of the selected payment plans.
Policy - payment plan of member's active contracts
Comparison Type - contains
Value - Payment Plan name from drop down list
Members
- Number of family members
This will apply the discount based on the count of family members (children and spouses only) the club member is a part of.
This excludes the parent
For example, a discount is applied to the enrolments to all members (children and spouses) in the family where the total quantity in the family is 3.
Policy - number of family members
Comparison Type - equals
Value - 3
- Member tags
This will apply a discount to the member's enrolment where they have a tag attached to their user profile.
For more information about tags, please have a look at the following article here.
Example:
A discount is applied to the enrolments where the member must have the tag attached to their member profile
Policy - member tags
Comparison Type - contains
Value - (select list of tags from drop down list)
- Member parent tags
This will apply a discount to the member's enrolment where their parent has a tag attached to their user profile.
For more information about tags, please have a look at the following knowledge base article here.
Example:
A discount is applied to enrolments if the member's parents have the chosen tags attached to their member profile.
Policy - member's parent tags
Comparison Type - contains
Value - (select list of tags from drop down list)
- Family children tags
This will apply a discount to the member's enrolment where one of the children within the family has a tag attached to their user profile.
For more information about tags, please have a look at the following knowledge base article here.
Example:
A discount is applied to enrolments if the member must has the chosen tags attached to their member profile
Policy - family children tags
Comparison Type - contains
Value - (select list of tags from drop down list)
- Number of configured payment sources
This will apply a discount to the member enrolment where they have x amount of configured payment sources.
All members will have a cash payment source on their account.
Example:
A discount is applied to the enrolments where the member has a Direct Debit and a Credit Card payment source on their account.
This count needs to include the default Cash on their profile.
Policy - number of configured payment sources
Comparison Type - equals
Value - 3
Custom attributes
- User custom attribute value
This will apply a discount if the member has a custom attribute which matches the conditions.
The filters used in custom attribute values will vary based on the set up of the custom attribute.
For more information on the set up of custom attributes, please refer to the following guide here
- Policy - select the condition where the discount is automatically applied.
- Category - select the category the custom attribute belongs to.
- Type - select the custom attribute within the category.
- Comparison Type - set if the condition needs to be less then, equal to, or greater then the value, start with or ends with for the condition to be met. The conditions will change based on the data type of the custom attribute.
- Use enrolment date - if the custom attribute is a date field, this will compare the date of the enrolment field to the date used in the custom attribute.
- Value - this is the condition the discount needs to meet. The field will change depending on the data field used in the drop down list (For example, Date, List, Text).
Hints
Any automated discounts will apply automatically, including existing contracts. This is done when the conditions change.