Automatic discounts reduce a fee for every student who qualifies — no code needed. A discount can apply to everyone, or only when a rule matches, like sibling discounts or early-bird pricing. For discounts parents redeem with a code, use coupon codes instead.
Create a discount type
Discount types are reusable labels (for example "Sibling Discount", "Early Bird") that keep your reporting tidy.
- Go to Billing → Discounts.
- Click New discount.
- Enter a name.
- Choose the rate: Flat amount or Percentage.
- Enter the value — a dollar amount or a percent. This value can be changed wherever the discount is applied.
- Click Create.
The list shows each discount's value, a Conditional badge when it has rules, and how many terms, programs, classes, enrollments, and coupons use it.
Archive or delete a discount type
Open the actions menu on a row in the Discounts list to edit, archive, or delete a discount type.
Archive a discount you no longer offer. It stays on the terms, classes, programs and fees it's already attached to, and on past invoices, but it stops appearing in the discount pickers, so you can't add it to anything new. Archived discounts carry an Archived badge and drop out of the list until you set the Archived filter to Include archived (or Only archived to see just those). Choose Restore from the same menu to make one available again.
Delete only appears when nothing references the discount — no term, class, program, fee, coupon, or invoice. Anything else, and archiving is the way to retire it. Deleting can't be undone.
Add an automatic discount to a fee
Automatic discounts live on a fee, so they discount that specific charge:
- Open the term, class, or program (on a class or program, stay on the Details tab) and find Fees & Discounts.
- Click the pencil (Edit) icon on the fee you want to discount (or click Add to create it). Clicking the fee's row does nothing.
- Under Discounts, click Add discount. These discounts apply only to this fee.
- Choose a Description (the discount type). Click the + button to create a new type on the spot.
- Set the Rate (Flat amount or Percentage) and the Amount or Percentage value.
- Choose when it applies with Applied when:
- Leave it blank for Always applied — every enrolling student gets it.
- Student is — pick a Condition: Sibling, New, or Returning.
- Student enrolls before — pick a Date for early-bird pricing.
- Click Save changes (or Add fee if you're creating the fee).
When a qualifying student enrolls, the discount is applied to their charges automatically and shows on their invoices.
Edit or remove a discount
Click the pencil (Edit) icon on the fee, adjust or remove the row under Discounts, and click Save changes. Changes affect future enrollments only — students already enrolled keep the discounts they received.
One-off discounts on an invoice
To give a single student a discount after they've enrolled, open the invoice the fee is on — from Billing → Invoices, or from the Invoices panel on the Billing tab of the student's page — then open the actions menu (the ... button) on the fee's row in the Charges table and choose Add discount. See Invoices.