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Step 7: Enrollment Discounts

Enrollment discounts are applied during the enrollment process to reduce the balance incurred by their enrollment.

CampSite offers two modes for applying enrollment discounts to a camper's enrollment balance: "Automatic," in which CampSite applies the discount to the camper's enrollment automatically (based on the camper meeting specific criteria); or, "Manual," in which the discount is applied at-will by an admin user when the user is manually processing the camper's enrollment.

Note that custom discounts can also be applied to a family's account balance outside of the enrollment process via the family's profile page. Click here to learn more.

Manage Enrollment Discounts via Step 7 of the Camper Setup Wizard.

From Step 7, you may:

Create an Enrollment Discount

To create a new enrollment discount:

  1. Select the correct enrollment year
  2. Click +Add enrollment discount...

Next, specify the details for the discount.

Automatic Enrollment Discounts

The key to automatic discounts is the "criteria" that's configured when the discount is created.

Based on that criteria, each time a family is completing your enrollment form, CampSite will assess if the camper meets the discount criteria. If they do, CampSite will apply the discount to their balance before they submit the enrollment form. The family will see this discount populate on the final "checkout" page where their enrollment balance is displayed, and the discount transaction will be posted to the family's profile upon the camper's enrollment.

  1. Enter the name for the discount
  2. Select Automatic
  3. Select the limit of how often a camper can receive the discount
  4. Select a transaction category *
  5. Enter a description to apply to every discount transaction
  6. Select which type of discount should be applied
    • 'By amount' = deduct a flat amount from their entire balance
    • 'Percentage' = deduct a certain percentage of their entire balance
  7. Specify the discount amount**
  8. For financial reporting purposes, select which session to assign all associated charges with
    • This setting does NOT dictate which session receives the discount. You can dictate which session(s) receive the discount within the criteria.
    • This setting is strictly related to internally tracking program financials when generating financial reports in CampSite. Click here to learn more.
  9. Select whether to activate the discount
  10. Add the eligibility criteria for this discount (click here to learn more)
  11. Click Add discount to create the discount

* All transactions created by this discount will be labeled by this transaction category, for reporting purposes. If you need to create a new category for this discount, go to Step 3 of the Setup Wizard first.

** Note: A discount is applied once to the camper's total balance at checkout, so take that into consideration when specifying the discount amount.

Add Discount Criteria

The criteria for an automatic discount determines when CampSite will automatically apply the discount. All automatic discounts must have at least 1 criterion configured. If multiple criteria are configured, the camper must meet ALL of the criteria within the same checkout.

To add criteria for an automatic discount, click "+Add Criteria..."

Next, you'll be asked to specify the criteria.

1. First, select the criteria type by clicking the dropdown menu.

2. Next, select a criteria type from the list provided.

3. Review the description of the selected criteria to make sure it's what you need.

4. Enter the necessary value(s) for the criteria.

5. Click Add criteria

  • For example, to create a discount that's applied automatically when a camper enrolls for multiple sessions within a given enrollment request, select the "Session count" criteria and for the values, provide the minimum and maximum number of sessions the camper must be enrolling for (within the same request) in order to receive the discount.

If campers must meet several criteria, add additional criteria as needed (e.g. if the "multiple sessions" discount depends on the number of sessions and which sessions, add a criteria for "session count" AND for which "sessions").

Note that all criteria must be met within the same enrollment request in order for the camper to receive the discount.

Edit Discount Criteria

Discount criteria cannot be edited after the fact, but you may delete each criteria and recreate them as needed.

To delete a criteria, double click the red delete button. To apply new criteria, click "add criteria."

Manual Enrollment Discounts

Manual discounts are not applied automatically by CampSite, but are instead applied at-will by the admin user who's manually approving the camper's enrollment request. That said, manual discounts can only be used if your database is configured for manual enrollment processing.  You can manage your enrollment processing settings via Step 8 - click here to learn more.

Because manual discounts are applied at-will, no criteria is required (unlike with automatic discounts). Also, since the discount is applied after the enrollment form has been submitted (during the approval process), the family will not see this discount populate before they submit the enrollment form.

  1. Enter the name for the discount
  2. Select Automatic
  3. Select the limit of how often a camper can receive the discount
  4. Select a transaction category *
  5. Enter a description to apply to every discount transaction
  6. Select which type of discount should be applied
    • 'By amount' = deduct a flat amount from their entire balance
    • 'Percentage' = deduct a certain percentage of their entire balance
  7. Specify the discount amount **
  8. For financial reporting purposes, select which session to assign all associated charges with
    • This setting does NOT dictate which session receives the discount. You can dictate which session(s) receive the discount within the criteria.
    • This setting is strictly related to internally tracking program financials when generating financial reports in CampSite. Click here to learn more.
  9. Click Add discount to create the discount

* All transactions created by this discount will be labeled by this transaction category, for reporting purposes. If you need to create a new category for this discount, go to Step 3 of the Setup Wizard first.

** By default, a discount is applied once to the camper's total balance at checkout. However, the admin user applying the discount can select a quantity for the discount if they wish to issue it multiple times.

Applying Manual Discounts During Enrollment

Manual discounts are applied to a camper's enrollment by selecting the discount(s) during the "Payment Information" step of the manual enrollment process.

As such, when the camper's enrollment is finalized, the selected discounts will also be posted to the family's account balance.  To learn more about applying discounts when manually enrolling campers, click here.

Edit an Enrollment Discount

Double click the pencil icon to edit a discount. Note that the discount Mode cannot be edited after the fact; instead, you must delete the discount and re-create it.

Duplicate an Enrollment Discount

Double click the copy icon to duplicate a discount (for example, if you need to create multiple discounts where most of the settings are the same, you can duplicate an existing discount and then edit it).

Stack Enrollment Discounts

Via your database's financial settings, you can stipulate how CampSite should calculate percentage-based discounts when campers receive multiple. When "stacking" is enabled and a camper receives multiple 'by percentage' discounts, the discounts will be calculated from the camper's balance in the order they're ranked on Step 7, taking into consideration the balance as affected by enrollment discounts 'higher' in the stack.

For example, say discounting is stacked when a camper's enrollment balance is $500 and they're receiving 2 discounts: a 10% discount (stacked first) and a 20% discount (stacked second).

The camper will receive the 10% discount first, for $50 off, adjusting their balance to $450. The camper will then receive the 20% discount from the $450 balance, for $90 off. 

When discounts are NOT stacked, all 'by percentage' discounts will be deducted from the original balance (e.g. in the example above, for the 20% discount, the camper would receive $100 off instead of $90 [20% of $500 balance instead of 20% of $450). That said, stacking discounts will lead to lower discounts.

If you have discount stacking enabled, you can determine the order in which discounts are applied to a camper's balance by dragging discounts into the desired order.

To re-arrange discounts, click and hold the rearrange icon (circled above) and then drag/drop discounts. The highest discount on the page will be applied first.

Permanently Delete a Discount

Admins can permanently delete a discount from their database if needed.

  • Note that automatic discounts can also be disabled without permanently deleting them, if you edit the discount and change the "Active" setting to No.

To permanently delete a discount, double click the red delete button on the far right.

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