How to Create Discounts
This guide walks you through the steps of creating a discount in Onespot, from entering details to finalizing the setup.
Discounts
A discount is a reduction in the total amount owed, applied as either a percentage or a fixed amount.
It is used for staff perks, promotional offers, tuition adjustments, or other financial considerations.
For example, you might apply a 10% discount for staff members on monthly tuition.
Creating Discounts
Step 1: Go to the Discounts screen
In your Administrative Superpowers ⚡, go to the Discounts section.
Step 2: Add a New Discount
- Find and click the “+” button located at the bottom right corner of the Discounts page.
Step 3: Enter Discount Details
- Enter the name of the discount (e.g., Staff Discount).
- Select the discount type:
- Percentage (e.g., 10)
- Fixed amount
Step 4: Set Duration
- Specify how long the discount applies:
- One-time use
- Ongoing (e.g., recurring tuition)
(Optional) Add a description to provide context for the discount.
Step 5: Create the Discount
- Click Create Discount to save and finalize.
🎥 Video Tutorial
Stacked Discounts
A stacked discount is when more than one discount is applied at the same time on a single invoice.
It is used when multiple discounts or adjustments apply to the same family or student.
For example, a parent might receive both a 10% sibling discount and a $50 promotional discount.
Adding Multiple Discounts Using Custom Items
Step 1: Access the Create Invoice Section
- Navigate to the Create Invoice section.
- Make sure you've selected a child's profile.
- Locate the option to add items.
- Confirm that there is at least one item in the invoice (e.g., tuition fee).
Step 2: Add First Discount
- Scroll down to the discount section.
- Select the appropriate discount (e.g., staff discount).
Step 3: Add a Custom Item for an Additional Discount
- Scroll up and click + Add Another Item.
- Select 'Add Custom Item'.
- Enter the discount amount as a negative number (e.g., -50).
- Add a description for the custom discount (e.g., 'Sibling Discount').
Step 4: Review Invoice Summary
- Check the invoice summary to ensure all discounts are applied correctly.
