How to set up Automated Discounts

How to set up Automated Discounts

Automated discounts can be applied in First Class using the automated discount settings.

These settings are found in the settings menu under manage payments.

Auto discounts can be applied to two scenarios:

1. Multiple active children in the one family

2. Multiple active lessons for one student.

Auto discounts apply to all aspects of invoice generation including general bookings (weekly view), online bookings as well as perpetual invoice generation and term rollover invoice generation.

The automated discount matrix is set up in a table format

If this is not yet set up in your account you will need to add rows and columns to create your matrix.

The rows represent students in the family 

and 

Columns represent the number of lessons for each student

When naming a row you can label the row accordingly, eg. student 1, student 2, or child 1, child 2.

The same applies to the lesson columns.

Once you set up your matrix structure, you can enter specific auto discount logic.

Each student has their own row.

Eg. The first active student will have a row and each corresponding column represents the discount that the child will receive for each lesson.

Typically student 1, lesson 1 will be 0 (full price is paid)

However, if you wanted that first active student in the family to receive a 20% discount off their second lesson, you would enter that 20% in the student 1, lesson 2 box.

Let's consider a few examples:

Example 1 - Family discount, 3rd active child gets 50% off lessons.

In this example... 

student 1, column 1, would be 0

student 2, column 1 would be 0

student 3, column 1 would be 50%

Example 2 - 20% off the second lesson for any student

In this example... 

student 1, column 1, would be 0, column 2 would be 20%

student 2, column 1 would be 0, column 2 would be 20% 

student 3, column 1 would be 0, column 2 would be 20%

Example 3 - Family discount, 3rd child gets 100%, second lesson is 10% for all children

In this example... 

student 1, column 1 would be 0, column 2 would be 10%

student 2, column 1 would be 0, column 2 would be 10% 

student 3, column 1 would be 100, column 2 would be 100%

IMPORTANT: Make sure you save the values entered into the table after updating them

Note: Changing these settings will not change any existing invoices. This will only impact new invoices moving forward. 

It's important to also note that this logic only applies to "active students".  If a family has 5 students on their account, but only 3 are active, the logic will shift and treat the 1st active student as student

number 1.

Auto discounts FAQ's

Can auto discounts be ignored or turned off?

Yes, auto discounts can be turned off at a term level. For example, you may have a normal term and a holiday program/camp, and you do not want auto discounts to be applied to the holiday program. In your term settings, you can check the box to "ignore auto discounts" and this will mean auto discounts are not applied to any invoices for enrolled classes in that term.

Can an auto discount also be applied to a tag discount.

Yes, both will apply or stack on top of each other. For example, if you have a VIP discount for 10% and a 3rd student discount for 10%, the 3rd student that is also a VIP will get 20% in total. (The total % amount is stacked)

Can you make auto discounts an amount?

No, percentage only. Tag or normal discounts can be an amount or percentage.