There are several ways to give Discounts. First, you have to create Discount Items, such as "Sibling Discount." If you haven't created any Discount Items yet, learn how to do that here.
Here are the various methods of discounting in Enrollsy:
Coupon Codes (Specials at Enrollment)
Some companies offer specials or "coupons" for certain programs. You may want to offer an Early Bird Special when signing up for a class or any other kind of special. Enrollsy allows you to attach ONE Coupon Code to any program. Customers can only put in one Coupon Code at a time in Enrollment.
Important Info on Coupon Codes
Important Info on Coupon Codes
The coupon code is a percentage off of the total amount due (currently, Coupon Codes are only available in percentages).
The system automatically divides the total amount due between the payments set up in a Payment Plan. Customers will get that percentage off what’s due at enrollment and on any Payment Plan they choose.
Enrollsy allows you to attach ONE Coupon Code to any program. Customers can only put in one Coupon Code at a time in Enrollment. However, you CAN do a combo using two discounts at once.
If an amount of a coupon code is edited AFTER someone has used it to enroll, and they have one or more Payment Plans, you will have to manually edit their individual Payment Plans.
Coupon Codes offer a percentage discount off of all or specific Charge Items. If your Classes use specific Charge Items, you can create a Coupon Code to be taken off a specific Class. Choose the "Discount Specific Charge Item" in Step 3.
To create a special discount for a parent without an account, we can set up a one-time coupon code. Here's how:
Head to the Programs page and click on the Program editor (pencil icon) beside the Program you want to add a Coupon Code to.
Scroll down to the Enroll Form (Optional) section. Click on the down arrow beside Coupon Codes, then click the plus button.
Add the information for your Coupon Code, including the following:
Coupon Code/Auto-generate Code - Enter your own code or click the icon to auto-generate a code. Usually, this code is short and in all caps.
Label (optional) - Enter an optional label
"Applied" Message (optional) - Enter an optional "applied" message; in other words, a message stating what the Coupon Code applies to.
Expiration Date - Enter an expiration date (optional)
Discount Item - Choose the Discount Item that goes with your Coupon Code (i.e., Sibling Discount or Current Enrollee Discount). To create a new Discount Item, check out this article.
Discount Amount - Here is where you put in the Coupon Code discount amount. You can choose from the following:
Discount Every Charge Item
Percentage off every Charge Item
Discount Specific Charge Item(s)
Percentage off one or more specific Charge Item(s). Choose the charge items to discount from the dropdown list. For example, 50% off the Registration Fee:
NOTE: Be sure to add the Charge Items if you choose this setting or the Coupon Code will not work!
After creating the Coupon Code, click the code to add it to the Program. Click Save.
The last step is to give out the Coupon Code to your customer to use at enrollment. You can do this by email, SMS within Enrollsy, or some other way you choose. You can also add Coupon Codes on your Enroll Form.
Now, when the parent creates an account and enrolls, they can use this coupon code to get the discount.
Program Automatic Discounts
Enrollsy can offer one or more Discounts on a Program's Total Program Cost or Enrollment Fees. These are the first of more Discounts to come that can be added straight to a Program and automatically applied during enrollment.
Important Notes About Automatic Discounts
Important Notes About Automatic Discounts
Discounts can ONLY be entered as dollar amounts. If you need to have a percentage Discount, please use Coupon Codes. (Discounts are NOT available on legacy billing).
Automatic Discounts will be automatically applied during customer enrollment (except for Admin-created enrollments).
Any Admin-created enrollments will NOT have payments or discounts applied. All charges, payment plans, and discounts will have to be added manually.
Discount Types
The current Discount types are:
Payment Plan Selection - apply a discount to the Pay-in-Full selection or Payment Plan selection (or both!)
Multiple Enrollees (i.e. Sibling Discount) - apply a discount for two or more Enrollees enrolled in the same location and the same Enrollment Period under the same account. (i.e., Sibling Discount). The Multiple Enrollees Discount doesn't take into account the age of the enrollees. It takes off whatever dollar amount is entered on the 2nd enrollee and so on (if you add more). A discount can be applied for up to 20 Enrollees. You can start the discount at any number of enrollees up to 20.
Date (i.e. Early Bird) - Apply a discount from now until a specified date. (i.e., Early Bird Discount). The discount will apply to the end of the day of the date entered. (NOTE: If adding more than one date discount, the discount will overlap on the end date of one and the start date of the next. We suggest only using one date discount at a time).
Returning Customer - Apply a discount when the person enrolling uses an email address that is already on file. A returning customer is defined as an existing account (email address) that already has an enrollment with your company. A waitlist or deleted enrollment will not count.
Discount Items & Charge Items
Discount Items & Charge Items
Discount Items
If you plan to use these Automatic Discounts, we recommend creating a Discount Item name for each. If you haven't already, make sure to create your Discount Items. For the above Types, your Discount names could be the following:
Pay-in-Full Discount (Payment Plan Selection)
Payment Plan Discount (Payment Plan Selection)
Sibling Discount (Multiple Enrollees)
Early Bird Discount (Date)
Returning Student Discount (Returning Customer)
Charge Items
To add a Discount to your Program cost(s), you will also need to have Charge Items to attach those Discounts to. These are Charges that are either required or not required at enrollment. They can be Charges to be paid in full, OR they will be paid with a Payment Plan.
To learn how to create a Charge Item, browse through this article.
To add one or more Discounts to one or more Programs, head over to your Programs page or Classes page, depending on where your pricing is set up. Follow these steps:
Click on the edit pencil icon either beside one Program or at the top to edit many Programs (after selecting those Programs). If your Program is set up on the Classes Model and pricing is on the Class level, head to the Classes page. Click on the pencil icon beside the Class.
If your Program is set up where the pricing is on the Program level, click Pricing on the left menu. Under Total Program Cost will be your list of Charge Items (required and/or not required). If the pricing is on the Class level, scroll down to Price. Under Total Program Cost will be your list of Charge Items (required and/or not required).
Next, click the dollar sign (Discount) symbol beside the Charge Item you wish to discount. A window will slide open. Here, you can select the type(s) of Discount(s) you want to add. Multiple Discounts CAN be added to the same Charge Item. After choosing the Discount(s), click Apply.
Depending on the type of Discount applied, you may be asked for additional information, such as how many Enrollees to add to the Multiple Enrollees Discount or the date for the Date Discount.
After applying the Discount(s) to the Charge Item, you can edit the Discount Item. Click on the pencil icon to change the name from "Misc Credit" by default to one of your custom Discount Item names.
Next, add the dollar amount of the Discount. At the writing of this article, only dollar amounts can be put in for Discounts (not percentages).
Repeat steps 1-6 for any other Discounts you want to add to other Charge Items. Click Save on your Program (or Update for bulk editing), and you're done!
Now, those Discounts will be automatically applied during enrollment (except for Admin-created enrollments). Any Admin-created enrollments will NOT have payments or discounts applied. All charges, payment plans, and discounts will have to be added manually.
NOTE: You can also add the same Discounts to any Payment Plan under the Pricing section on either the Program level or Class level.
One-time Individual Discounts
Add a Credit
Post a transaction as a Credit. This is best to do if you have an Invoice that you can add the Credit to. If you do NOT have an Invoice, then add the Credit to the Account, and it will get synced automatically to the next Invoice that is due.
After selecting "Post Credit," scroll down to "Set Up Credit." Here is where you insert the discount amount and the discount's name. This posts a one-time Discount to a person's Account.
Add a Discount to a Payment Plan
You can add a Discount to an Individual Payment Plan (NOT a general Payment Plan, but one customized for a certain Enrollee). Here's how:
On the Enrollee's Billing page, scroll down under "Tuition/Active Enrollments" to the Future Invoices and Payment Plans box.
Click on the Edit button.
Under Scheduled Payments, click the dollar sign beside the Charge Item (i.e., Tuition)
Edit the Discount name by clicking the pencil icon
Add the amount of the Discount and click Save.
Re-Enroll Using a Coupon Code
You can also re-enroll the Customer in one of two ways:
Have the Customer re-enroll themselves using a Coupon Code.
An Admin User can re-enroll the Customer also using a Coupon Code and the Customer's current payment method.
Add a Scholarship Discount to an Account
Add a Scholarship Discount to an Account
Does your company offer scholarships? Here's how you can set these up in Enrollsy:
Create a Discount Item
Head over to My Company, then click on the Items tab. Under Discount Items, click the plus button to add an item reflecting your Scholarship.
Add Discount to Account(s)
To add this payment to an account, do the following steps for each of the Enrollees who receive scholarships.
Go to the Enrollee's Billing page by either searching for their name in the search box, or clicking on their name within their Class.
Scroll to "Tuition: Active/Future Enrollments" to the Future Invoices and Payment Plans box. Click on the Edit button.
Under Payments, click the dollar sign beside the Charge Item (i.e., Tuition). Edit the Discount name by clicking the pencil icon.
Now, when your Auto-Billing runs, you will see the following:
A charge for the total amount of Tuition.
A line item with credit (in blue) called "Scholarship" (or whatever you named the Discount) for the dollar amount you entered.