Global Promo Codes

Last Update: July 19th, 2023

Global Promo Codes will give a discount to your customer for entering the correct promotional code during the checkout process. 

Creating a Global Promo

  1. On your management column on the left, go to Memberships or Programs tab 
  2. Select Global Promo
  3. Click the Add New Global Promo Code link at the top of the page
  1. Create your code and the settings attached to each code
    1. The Display Name is how your promo code will appear throughout the software, so we suggest using a unique name to reflect the promo
    2. To prevent a promo code from being used, we can switch the status from Active to Inactive
    3.  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
    4.  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
    5.  Promo Codes have 4 different Types
      1.  Unique - One time use for one person
      2. Universal - Many uses for many people
      3. Once Per Member - Once ever per member
      4. Once Per Account - Once ever per account
    6.  Promo Code is the actual code people will need to type during checkout
    7.  Expiration Date will help limit the amount of time people have to use the promo code
    8.  Min Order Amount and Max Order Amount set monetary benchmarks that must be met in order to achieve the discount
    9.  Global Promos can be created for both Residents and Non-Residents
    10.  Global Promos can be set to apply to different options within the system
      1. Activities, Memberships, Reservations, and Products
  1. Click Submit or Add to create another Global Promo

Using the Global Promo Code on the Public Side

Instructions to Help Your Customer

  1. Click Apply Promo Code when the customer is in the Review Invoice screen of the checkout process
    1. Note the Subtotal, Adjustments, and Payment amounts
  2. Enter the promo code
  3. Click Submit
  1. Note that the promo code has been applied
    1. See the Adjustment column for the promo code amount and how it is reflected in the Payment column
  2. Customer can complete the checkout process