Global Promo Codes will give a discount to your customer for entering the correct promotional code during the checkout process.
Creating a Global Promo
- On your management column on the left, go to Memberships or Programs tab
- Select Global Promo
- Click the Add New Global Promo Code link at the top of the page
- Create your code and the settings attached to each code
- The Display Name is how your promo code will appear throughout the software, so we suggest using a unique name to reflect the promo
- To prevent a promo code from being used, we can switch the status from Active to Inactive
- The Adjustment Amount is set to percentage by default to cover the wide range of product prices and can be used as a Discount or additional Fee
- The Apply Adjustment To setting allows you to make the adjustment from the Base Fee or Adjusted Fee, which is the Base Fee plus/minus any additional adjustments
- Promo Codes have 4 different Types
- Unique - One time use for one person
- Universal - Many uses for many people
- Once Per Member - Once ever per member
- Once Per Account - Once ever per account
- Promo Code is the actual code people will need to type during checkout
- Expiration Date will help limit the amount of time people have to use the promo code
- Min Order Amount and Max Order Amount set monetary benchmarks that must be met in order to achieve the discount
- Global Promos can be created for both Residents and Non-Residents
- Global Promos can be set to apply to different options within the system
- Activities, Memberships, Reservations, and Products
- Click Submit or Add to create another Global Promo
Using the Global Promo Code on the Public Side
Instructions to Help Your Customer
- Click Apply Promo Code when the customer is in the Review Invoice screen of the checkout process
- Note the Subtotal, Adjustments, and Payment amounts
- Enter the promo code
- Click Submit
- Note that the promo code has been applied
- See the Adjustment column for the promo code amount and how it is reflected in the Payment column
- Customer can complete the checkout process