To create a Discount Schedule for multiple class and/or multiple student discounts, go to SETTINGS>SETUP>CLASS SETTINGS>DISCOUNT SCHEDULES.

Existing discount schedules will be listed here, along with information about their setup options:

To create a New Discount Schedule:

1. Click "Add New Discount Schedule."
2. Name your discount schedule (ex: "Recreational Discounts")
3. Count Classes/Hours By: This field controls the way that classes, or hours are counted in the table where the discounts are defined. Each class is considered a row in that table. The counting option is then used to locate within that table, which discounts to use for class enrollments.
   • There are three ways to count: "One at a Time", "One at a Time Per Student" or "Total".
     • One at a Time - each class enrollment will be assigned a row on the table and each enrollment will assume the discount in that corresponding row/cell.
       • NOTE: If this option is selected, it is expected that if the class bills hourly, the system will count the actual duration of each class one at a time, This means that if the class runs from 9:30am-11:30am, it would count two total hours, not count each hour once.
     • One at a Time Per Student - each student's class enrollment is assigned a row in the table and each enrollment will assume the discount in that corresponding row/cell. (This setting only affects scenarios when you also choose to “Count Students By Total” and there are multiple active students in the family; otherwise the system works the same as if you just chose “One at a Time.”)
       • NOTE: If this option is selected, it is expected that if the class bills hourly, the system will count the actual duration of each class one at a time, This means that if the class runs from 9:30am-11:30am, it would count two total hours, not count each hour once.
     • Total - all of a student's classes will use the same discount from the table cell matching the total number of classes they are enrolled in.
4. Count Students By: Similar to count classes/hours, this setting deals with how to count students in a family.
   • There are two ways to count: "One at a Time" or "Total".
     • One at a Time - each unique student in a family is assigned a column in the discount schedule. So student one will receive the discounts in column one, student two will receive the discounts in column two, etc.
     • Total - all of the family's students will be assigned to a single column of discounts within the discount table which corresponds to the total number of enrolled students in that family.
5. Students Ordered By: (assuming you count students one at a time)
   • There are two ways to order students in the discount schedule: "Most expensive class" or "Highest Total Tuition"
     • Most Expensive Class - the student with the highest tuition rate out of all family enrollments will be set as student 1 in the discount table. The rest of the students will be ordered by descending tuition rates.
     • Highest Total Tuition - then the student in the family with the highest combined tuition rate across all of his/her enrollments is considered student 1 and the rest of the students will be ordered by descending tuition totals.
       • If "Highest Total Tuition" is selected, the system should use a secondary sort order by "Most Expensive Class."
         • If the option selected in "Students Ordered By" causes two students to be ranked equally, the system should use a secondary sort and further order them based on the option that was not selected.
         • If "Most Expensive Class" is selected, the system should use a secondary sort order by "Highest Total Tuition."
       • NOTE: The way the class is configured for Billing purposes may also affect how students are ordered for discounts.
         • If the students are enrolled in classes that bill by timeslot calculated by the number of timeslots in a week, and the classes use different tuition rates, then the system will abide by the "Order Students By" setting.
         • However, if the students are enrolled in classes that bill by timeslot calculated by the number of timeslots in a week, and both classes use the same tuition rate, the system will order the students according to their enrollment start date.
6. Minimum Charge Amount: This is a dollar or percentage amount of tuition that must be met. In other words, if the tuition for a class can never be discounted below a specific dollar fee or percentage of the tuition rate, that amount is entered here. (If you do not have a minimum charge requirement for classes, you can skip this setting.)
   • NOTE: While the "Minimum Charge Amount" will be enforced by default, staff members will be able to override this amount when manually creating charges on the family ledger.

Tables Tab

When creating a Discount Schedule, there is always a Default table included. If a class uses a billing schedule for which no specific table exists in the Discount Schedule, it will use this default table.



You can also add new tables for specific billing schedules by choosing one from the drop-down menu at the top of the page. Because each class or program can only have one discount schedule attached, this enables customers with multiple billing schedules (billing/payment plans) to offer different discounts for different tuition rates. Adding a billing schedule will create a new table in the tabs below.

To begin, select the tab for the table you wish to edit. Below, the Monthly billing schedule discount table has been selected. The discounts in this table will only be applied to classes/enrollments set up to use both this Discount Schedule and the Monthly billing schedule.

Within the Discount Schedule table:

• Columns - represent siblings
• Rows - represent additional classes

Using our previous example of Molly, if she were the first student and all of her classes used this discount schedule - we would use the pricing in column 1. If you remember, her classes were:

• Class 1 (Row 1)- Beginners Trampoline Tuesday 6:00PM $175/mo - Column 1,
  • Row 1 is blank, so Molly would not get a discount for Class 1.
• Class 2 (Row 2)- Beginners Tumble Monday 5:30PM $125/mo - Column 1,
  • Row 2 has a 10% discount, so she would get 10% off of $125 (or a $12.50 discount).
• Class 3 (Row 3) - Beginner & Intermediate Combined Practice Thursday 4:15PM $95/mo - Column 1,
  • Row 3 has a 10% discount, so she would get 10% off of $95 (or a $9.50 discount).

If Molly had a sibling, that sibling's classes would also be ordered, and he or she would receive the discounts in Column 2 - with the most expensive class being 15% off and the remaining classes being discounted by 20%.

NOTES:

• If there is not a row or column for the number of students or class enrollments accounted for in the Discount Schedule, iClassPro will use the last discount entered above or to the left of where the row/column would be to determine the discount.
  • This means that if you have a total of two students taking three total classes, and Column 2 only has a value specified in cell 2:1, the system will fall back to using whatever discount is defined in cell 1:3.
    • If you wish to apply a specific discount to multiple classes/hours/timeslots when counting by total students, be sure that you completely fill out the appropriate columns.
• Use the "Add a Row"/"Add a Column" buttons to add more rows & columns.
• Use the red X next to a row or column to remove it from the table.
• Discounts support values up to four decimal places.

Special Discounts Tab

STEP 1: Entering Special Discount rates

Click on special discounts to set discount dollar amounts or percentages for Employee, Service, Members, or Earlybird Discounts and click save.

• Employee Discount: intended to be used for the families of the employees at your business.
• Service Discount: intended to be used for military/first responder families.
• Member Discount: intended to be used for families who have a membership at your business (based on your own "membership" criteria).
• Earlybird Discount: Used to give a discount for paying tuition by an early bird date (NOT for early registration).

NOTES:

• For more details about Special Discounts, see our What are Special Discounts? article.
• For more information about Early Bird Discounts, see our What is an Early Bird Discount? document.
• Special Discounts support values up to four decimal places.

If multiple discounts apply to a single enrollment (such as a mutli-class discount and a special discount), both discounts will be based on the original tuition amount.

For example, if the base tuition was $93.00 and the enrollment qualifies for both a 30% multi-class discount and a 50% employee discount, the math would be calculated as follows:

$93 x 50% = $46.50 (multi-class discount)
$93 x 30% = $21.90 (employee discount)

$93 - $46.50 - $21.90 = $18.60 total tuition charge.

STEP 2: Apply Special Discounts to Families

To receive special discounts, a family must have their eligibility marked on the family information page. Go to the families page, find the family you wish to edit, and click the Pencil icon to edit the family.

Scroll to the bottom of the window, click the blue View More option, and then click the Special Discounts link to display the section shown on the right. Select Yes for the discounts the family is eligible for. Then click save.

Note: Earlybird Discount eligibility dates can only be set when creating charges.

Applying Discount Schedules to Programs