With Arlo, you can create a discount that applies to any registration that meets the criteria defined in the discount. Registration discounts apply individually to each registration and belong to the registration. An order can contain more than one registration and/or course, with some or all registrations discounted as applicable.
This article provides information on setting up registration discounts in your Arlo platform including a description of what each discount setting achieves.
Registration discounts are only applied to the price on the overall course, not session prices.
This list explains the purpose of each of the registrations discount settings with, where necessary, a brief explanation of what each can be used for.
To access your registration discount's settings:
- Open the Discounts menu item.
- Create a new registration discount or select an existing registration discount from the list to access the discount's settings.
The discount's name is visible on the management platform and to the registrant/order contact on the website checkout and the invoice. The description is only visible to admins within the management platform.
Example: Discount name and description visible in the discount list in the management platform.
The Priority setting ensures that discounts are applied in the correct order when:
- There are multiple discounts available for a course/order, and
- One or more of the discounts are not allowed to be combined on the order.
The discount with the lowest number has the highest priority.
If an order meets the criteria for both an order discount and a registration discount, they will both apply regardless of their priorities (and even if they are set to not combine with other discounts), as they are different discount types.
Example: Discount priorities scenario
If a member is registering during the early bird period, both discounts will be available to them. If the discounts are set to not combine, the priority is needed to tell the system which one should be applied. The discount with the highest dollar value should be given the highest priority (lowest number).
There are a number of options available when determining how much a discount should deduct from the standard price of a registration (for each applicable registration). You can specify whether the discount amount should be calculated inclusive or exclusive of tax (generally this would match how your prices are displayed on your website).
Registration discounts are always calculated from the original standard price rather than from any newly discounted prices.
Discount the standard price by a percentage
This option means that the standard registration price will be discounted by the percentage entered. It also allows you to enter a maximum discount amount.
The following example shows that the standard registration price will be discounted by 10%, to a maximum of $100. If the standard registration price is over $1000, the discount will remain $100 as this is specified as the maximum discount amount.
The amount rounding ensures that you don't end up with odd values like $80.01.
The amount rounding affects the discount amount, not the remaining amount once the discount has been applied.
Discount the standard price by a fixed value
This option means that the registration will be discounted by the amount entered.
The following example means that the standard registration price will be reduced by $100.00.
Replace the standard price with a new value
This option means that the standard price will be changed to the value entered. If this option is selected, you will be unable to combine this discount with other discounts as, by using this option, you are explicitly telling the system what the price of the registration should be.
In Arlo, you can determine the criteria that needs to be met in order for a discount(s) to be applied using the criteria settings.
Apply the discount automatically
By selecting this option, the discount will be automatically applied to all registrations on the specified courses and elearning modules, i.e. there are no special criteria that need to be met for the discount to be applied.
Apply the discount automatically when certain criteria are met
Apply the discount automatically when specific criteria are met allows you to control when the discount should be applied automatically. For registrations discounts, you have the option of selecting from values entered into the registrant, payer, order, or registration fields.
Promotional code discounts cannot be combined with other promotional code discounts, as only one code can be entered into the checkout.
Apply the discount manually (administrators only)
Apply the discount manually (administrators only) means that the discount can only be added to a discount manually by administrators within the management platform.
Arlo's website integrations support listing the lowest price for a course based on the available discounts. You can also select to replace the standard price with a discounted price or include available discounts in the price lists.
You can select to have discounted pricing showing using the following methods:
The availability settings determine when a discount should be available, if there is a limit on the number of times it can be used, and if it can be combined with other available discounts.
Date/time and time zone
Entering a date range means that the discount will not be applied to any registrations created outside of these dates. By default, the discount will be available on all registrations that meet the criteria, after they have been created.
If the discount criteria is time-based e.g. early-bird, you do not need to configure the availability date. The time-based criteria setting already controls when the discount will be available.
Limit the number of uses
This setting determines the number of times a discount can be used.
You can view the number of times a discount has been used and its maximum usage from the discounts list page.
Allow/disallow discounts to be combined
This setting allows the discount to be combined with other discounts.
You will not have the option to allow discounts to combine if you have chosen the discount to be calculated by replacing the standard price as, by using this option, you are explicitly telling the platform what the registration total should be once the discount is applied.
If you also have order discounts available, they will be applied to orders meeting the criteria of the discount, regardless of any order discount's combination and priority settings, as they are a separate type of discount.
The accounting settings control how the discount shows on invoices, invoice data, and in your accounting system. We recommend you discuss this with your accountant or whoever is in charge of your organisation's finances, and set up all discounts accordingly.
Apply discount by reducing the registration line amount
This setting means the discount will appear on the same line as the registration and will not create a separate order line.
Example: Discount on order line on invoice
Apply discount by adding a new line to the order
Selecting this option means that the discount will appear on a separate order line to the registration.
Example: Discount line shown as a new line on the invoice
If you choose to apply discount by adding a new line to the order, you must select the account code that should be attributed to the discount.
The courses settings control which courses' registrations the discount can be applied to. The following are ways in which the discount can be applied to certain courses, elearning modules, and templates.
Apply to all courses and elearning (no restrictions)
This setting means that the discount is available for all courses and elearning modules.
Apply to course dates by course tag
If this setting is selected, the discount will apply to registrations on courses that are tagged with the specified tag.
Apply to elearning modules by template tag
If this setting is selected, the discount will apply to registrations of any elearning modules only (not courses) where the course template is tagged with the specified tag.
Apply to courses and elearning modules by template tag
If this setting is selected, the discount will apply to all courses and elearning modules where the course template is tagged with the specified tag.
Apply to specific courses
This setting means the discount will only apply to the individual course dates selected (not elearning modules).
If you select a template from the list, all existing scheduled courses in that template will be selected, but if new courses are added to the template, they will not automatically have the discount applied.