In this tutorial, we are going to take a look at how you can create and apply discounts on Tapestry. Your setting may offer a variety of discounts such as sibling discounts, staff discounts etc. Therefore, it is important to ensure that these are configured correctly!
The Management System can only be accessed by a Manager (logging in via a browser).
Creating discounts
To get started, you’ll need to navigate to the Management System, and then select Config. From the Config drop down menu, choose Discounts.
Any discounts that have already been added will appear on this page. You can see the name, percentage, and status of the discount, as well as which bookings/charges it applies to. You can also view inactive discounts by ticking Show Inactive.
To add a discount, select + Add Discount.
In the pop-up box, you can add details of the discount. Start with a name, then add the percentage value of the discount. You can choose to keep the discount as active (this is the default), or set it to inactive if you don’t wish to use it currently.
Next, you will need to choose which types of bookings and/or charges you would like the discount to be applied to. You may select as many of these as you like. Once you’re happy with your choices, select Save Discount.
Editing discounts
To edit a discount, navigate back to Management System > Config > Discounts. Then select the pen icon next to the discount you’d like to edit. When the pop-up box appears, make your necessary changes and click Save Discount when you are done.
Please note that any changes made to a discount will only affect new invoices (for the children with the discount).
Applying discounts
To apply a discount, you’ll first need to navigate to the Management System. Once here, select Children and then the child you wish to add the discount for.
From the child’s dashboard, select the Finance tab.
Once you are here, you will see a section on the right titled Discount. To add a discount, select the pen icon next to this.
From the drop-down menu in the pop-up box, select the discount you would like to apply. Then click Save Changes. The discount will apply from the next invoice you create.
Once applied, the discount will be visible under the Discount section of the Finance tab.
That’s it! You can now create and apply discounts on Tapestry! Next, you may wish to read our tutorial on Generating and Sending Invoices.