Discounts

There are various reasons why you might want to offer Discounts to families. It's a great incentive for multiple children from the same family to enroll at your childcare center. 

A discount can be a percentage of the fee or a specific dollar amount. Discounts can also have a set timeframe with a Start Date or Effective Date and an End Date. Discounts reduce the amount of a fee when the discounted fee is invoiced. Discounts are always optional and can be removed from the fee at any time.

You can create a discount in multiple ways in the Care system: When you enroll a child in a class. Add a fee to a Family Account. Add a discount to a fee that is located on the Scheduled or Pending section of the family's Transactions tab.

Add a Discount During Enrollment

When you follow the Steps to Add a New Tuition Fee During Enrollment, Step 5 is Add a Discount. Click the toggle to activate the discount options and make the selections from the drop-down menu for Discount Type and Category.

In the example below, a school is running a one-time promotion for new children who enroll in the new year. They will receive a one-time discount of $50.00 when they sign up for a class. 

Note:  We recommend you always add a brief Description for the discount.

The One-Time Discount will be listed on the Billing Summary on the right-hand side. After the add a tuition fee workflow is complete, the discounted tuition fee can be found in the Family Account > Transactions tab. The discount can be edited or deleted at any time. See Edit or Remove a Discount below.

Add Discounts in a Family Account or from Finances

When you add a fee to a Family Account or from Finances (left menu), a discount can be added for any fee you are creating; New Tuition Fee, Recurring Fee, or One Time Fee. 

It's the same workflow as mentioned above, you will see the Add a Discount window as you step through the process to add a fee.

• Family Accounts (left menu) > View All # Family Accounts > select a family > click the Actions Menu> Add Fee to open the Select a Fee Type window.
• Finances (left menu) > Billing card > Add Charges link to open the Select a Fee Type window.
  
  

Add, Edit, or Remove a Discount

Discounts can be edited in the Family Account Transactions tab. Locate the fee or discounted fee identified by the Discountedbadge in the Scheduled or Pending sections. Click the Options iconon the right side of the page, and select Edit.

• Add a discount - Go to the bottom of the Edit Fee window and click the Add Discount button and complete the information for the new discount.
• Edit a discount - Go to the bottom of the Edit Fee window, and click the Edit iconto expand the Discounts window. Make changes as needed and click Done and Save.
• Delete the discount - Clickto remove the discount in the Discounts section of the Edit Fee window.