Collections : Manage Manual Discounts - 🖥️

Feature exclusive to PREMIUM and CLUB subscriptions

Great news: you can now apply manual discounts in your collections on SportEasy! 

This feature lets you, as an administrator, manage a more flexible and fair pricing grid for your memberships, your shop or your activities. 

You can thus adjust the amount due for certain members — for example by offering a discount to large families, volunteers, or in special cases — while keeping a clear and organised record of each modification.
In this article, as an administrator, you will discover how to apply a manual discount and what it implies for your collection.

Creating a manual discount for a participant

Create a discount

Discounts are calculated on the entire basket and can be of 2 types:

• Fixed, in euros

• Percentage

Discounts are created only at their first application. 

Concretely, you must go to the Participant Follow-up tab of a collection, then to the Participants or Payers tab. On the line of the concerned member, click on the available actions to Apply a discount. You can save a combination [Discount Name + Amount/Percentage] for easy reuse later.

There are 2 ways to apply a manual discount: it can be applied before or after payment.

Apply a discount before payment

The first step is to assign a rate to the participant. You can do this in two ways:

• In the Broadcast tab in your collection, the action to assign a rate to members appears on that page.

• In the Participant Follow-up tab then in the Participants tab, on the member’s line, the Assign a rate option is found in the “…” of the Action column.

The second step is: in the Participant Follow-up tab, in either the Participants or Payers tab, click on Actions → Apply a discount. In the drop-down list, you’ll have the choice to select an existing discount or to create a new one.

If you select an existing discount, it will be applied directly in the summary on the entire basket.
If you want to create a discount, in the drop-down list click on + Add a new discount. You must then choose its name, its type (€ or %), its amount or percentage, and you’ll have the option to add an explanatory text linked to it.

Once you save, the member’s collection basket is automatically updated and the member will be notified of this discount. The discount appears in their summary at every step of the participation process.

Apply a discount after payment

It is possible to assign a discount once a manual transaction has been recorded. In the Participant Follow-up tab then in the Participants or Payers tab of a collection, the member’s status will appear as “In progress”.
From the available actions you can choose Apply a discount, then either select an existing discount or create a new one.

Things to know

• The original base rate will always be visible in the basket.

• The manual discount applies to the entire basket and can be combined with other discounts. Percentage discounts are always calculated on the basket amount before discount.

• The discount amount cannot exceed the remaining amount due for the concerned basket. For example, if the total amount has already been paid, it is not possible to assign a discount.

• It is not possible to assign a discount once a member has begun a multi-payment plan.

• A person with a free rate is not eligible for a discount.

Reading and tracking assigned manual discounts

Assigned discounts are readable in several places in the collection:

• In the Payers tab, you can see the amount of the discount applied to the member.

• In the Applied Discounts tab, a detailed table displays every discount assigned to a member, with one row per assigned discount.

Removing a manual discount for a participant

It is not possible to edit a manual discount, either in its label or its amount. You can only delete the one already applied to a member.

To do this: go to the Participant Follow-up tab of your collection, then in Applied Discounts. In the three-dot menu of the Action column, you’ll be able to delete the assigned discount. Be careful, this action is irreversible.

If you delete a discount, a member whose status was “Paid” will revert to “In progress” because the basket is no longer fully paid. You will then have to manage it manually.

You cannot delete a discount in the collection’s Edit mode if the discount has already been used or applied. First you must delete each discount applied to participants one by one before you can delete it in the Edit tab of a collection.

Some use cases for using manual discounts

• Having members who satisfy discount criteria after a payment flow

• Having a population (such as the officials) who pay only part of their membership

• Having members who join a club or a team during the year