Group Discounts

There are three tasks to complete when setting up group discounts:

1. Create a fee section of rates eligible for the group discount
2. Create the discount
3. Set the group discount requirements

Step 1. Create a Fee Section of Rates Eligible for the Group Discount

1. Click on Fee Schedule under the Meeting Wizard header.
2. Scroll to the bottom of the page and select Fee Sections.
3. Click Add to create a new fee section:
   1. Give your fee section a name that describes what it contains, like "Fees eligible for group discount."
   2. Leave "Fee Type" set to Registration.
   3. Click Save.
4. Once the fee section has been added, click Members to set the fees associated with this fee section:
   1. Select the fee name from the "Fee to Add" dropdown.
   2. Click Add.
   3. Repeat this process for all fees that should be eligible to receive the discount.

Step 2. Create the Discount

1. Go back to the main Fee Schedule page.
2. Scroll to the bottom of the page and select Discounts.
3. Scroll to the bottom of the Discounts page and use the "Add Discount" form to create the discount:
   1. Enter a code for the discount. For example, "GROUP"
   2. Enter a description of the discount. For example, "10% off groups of 5 or more." This description shows in the statement section of their confirmation email, receipts, and invoices.
   3. Enter the amount. If it is a dollar amount, just enter numbers–no currency symbols are needed. If it is a percentage, enter the number then check off "Is Percentage."
   4. Update the "Applies To" dropdown to "Reg Fee Sections"
4. Once the discount has been added in, the page will refresh. Scroll down to find the new discount you created and use the dropdown on the right to select the name of the fee section you set up in step 1. Then, click Set Section.

Step 3. Set the Group Discount Requirements

1. Go back to the main Fee Schedule page.
2. Scroll to the bottom of the page and select Group Discounts.
3. Choose "Program Multiple Discounts," then click Save.
4. Enter the Min Size for groups eligible for the discount. For example, if your discount is 10% off groups of 5 or more, the Min Size would be 5
5. Optional: Enter the Max Size for groups eligible for the discount. For example, if only groups between 5 and 8 registrations are eligible for the discount, the Max Size would be 8.
6. Select the name of the discount you set up in step 2. 
7. Choose the type of group discount to apply:
   1. "Discounts apply to all registration fees:" The discount would be applied to all registrations eligible. For example, if the discount is for groups of five or more, and six registrations are purchased, the discount would be applied to all six.
   2. "Discounts only apply to registration fees in group:" The discount would only be applied to registrations within the Min and Max Size range. For example, if the discount is for groups of five or more, and six registrations are purchased, the discount would only be applied to two registrations–registrant #5 and registrant #6.