Step 7: Enrollment Discounts

Each discount must be configured for a specific amount - whether as a flat amount or a percentage - and is applied once to the camper's total tuition balance at checkout.

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 if the camper meets specific criteria.
  
  
• "Manual," in which the discount is applied at-will by an admin user when the user is manually processing the camper's enrollment.

If a camper is receiving multiple discounts (and at least one is a percentage), you can choose whether or not the discounts stack on one another or are calculated independently of each other, from the tuition total.

To control whether discounts are stacked, navigated to Admin > Campers > Financial: Settings.

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.

Meaning, the camper's balance will readjusted each time a discount is applied, and the next discount will be calculated from the adjusted balance - not the original balance.

When discounts are NOT stacked, all 'by percentage' discounts will be deducted from the original balance.

For example:

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.

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

Each time a camper is completing your enrollment form, CampSite will assess if the camper meets all of the discount criteria. If yes, CampSite will apply the discount to their balance on the final "checkout" page just before the parent submits the request. 

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 using criteria.
   • This setting is for 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 tuition balance at checkout, so take that into consideration when specifying the discount amount.

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.

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 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.

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.