Creating or modifying a coupon

Coupons are promotional tools used to provide discounts to registration or merchandise fees, daycare programs or for marketing campaigns. For complete descriptions of the options in a section, click the section name below.

1. Choose one of the following:

• Create a new coupon.

  • Go to Administration > Financial Settings > Coupons > Add New.

• Modify an existing coupon.

  1. Go to Administration > Financial Settings > Coupons.

  2. Search for and select the coupon that you want to modify.

• Modify a coupon linked to an activity.

  1. Go to Administration > Registration Settings > Activities.

  2. Search for and select the activity that you want to modify.

  3. Click Change Coupons.

  4. Click the coupon that you want to modify.

• Modify a coupon linked to a membership.

  1. Go to Administration > Membership Settings > Packages.

  2. Search for and select the membership package that you want to modify.

  3. Click Change Coupons.

  4. Click the coupon that you want to modify.

• Modify a coupon linked to a daycare program.

  1. Go to Administration > Daycare Settings > Programs.

  2. Search for and select the daycare program that you want to modify.

  3. Click Change Coupons.

  4. Click the coupon that you want to modify.

• Modify a coupon linked to a customer.

  1. Go to Administration > Population Settings > Customers.

  2. Search for and select the customer that you want to modify.

  3. Click List Customer Coupons.

  4. Click the coupon that you want to modify.

2. Enter the Coupon Title, Coupon Code, Coupon Type, GL Account, and/or other information in the What section.

Note: For complete descriptions of the options on this page, click here.

3. Enter the dates when the coupon is valid in the When section.

4. Specify the allowed usage for the coupon in the How Many section.

5. Specify the activities that qualify for this coupon in the Qualifying Activities section, if applicable.

6. Specify the memberships that qualify for this coupon in the Qualifying Memberships section, if applicable.

7. Specify the daycare programs that qualify for this coupon in the Qualifying Daycare Programs section, if applicable.

8. Specify the customers that qualify for this coupon in the Qualifying Customers and Companies section, if applicable.

9. Click Save.

Related topics

Defining multiple coupons in a batch

Adding or modifying a coupon category

Return to Financial Settings