Discounts
You can create discounts to reduce the cost of events (leagues and competitions), programs, products, fees, and venue bookings when a purchase matches criteria that you specify.
For example, you can give curlers a 20% discount on their second league, then 50% off on their third league, or a Junior discount to curlers under the age of 18.
There is a lot of flexibility with discounts, but an excessive number of overlapping discounts makes it hard to verify who should receive one.
Walkthrough Video
The following video will take you, the curling club manager, through the basics of setting up your discounts. If you're new to Curling IO, it's worthwhile to watch this before wading through the rest of our documentation.
Finding your Discounts
Within your admin area, click on the Club dropdown menu in the top bar and then click on Discounts.
To create a discount click on the New Discount button.
To update an existing discount, click the Edit link next to it.
The Basics
Naming your Discount
This is the name that will be displayed to your members when they see potential discounts during registration and also when a discount is applied.
Discounts can and should be reused between seasons, so there's no need to include a year or season in the name unless you specifically do not want to reuse it next year.
Percent or Fixed Amount
You can make your discount a percentage of the item's price or a fixed amount. Percentage-based discounts are usually easier to manage when the eligible items have different prices.
You can't specify both percent and fixed amount.
Seasonal per Curler
You can restrict the discount so that it can't be applied more than once per curler per season.
This setting does not determine whether someone is a first-time curler. For a "First Time Curler" discount, use a custom field to ask the question and enable Seasonal per Curler to prevent the same curler from receiving it again that season.
The item being discounted must require a curler profile so the system knows who has already received the discount.
Active
If you need to disable a discount temporarily you can uncheck the Active box. When a discount is disabled it cannot be assigned to new items and will not be applied to anything it is already assigned to.
Show as Potential Discount
When Show as potential discount? is checked, the discount's name can be shown to members before they qualify for it, including on item and cart screens where potential discounts are listed.
This setting only controls whether the discount is advertised. It does not change who qualifies or whether the discount is applied. Uncheck it for private discounts, coupon codes, or other discounts you don't want to advertise.
Criteria
You can (and usually should) specify one or more criteria that must be met for the discount to be applied.
This allows you to have different discounts apply to your leagues depending on the age and / or number of items being purchased for the curler, etc. For example you can have a junior discount based on age, or a discount that is only applied if 2 or more items (leagues, programs, fees, or products) are being purchased within the same season for the same curler.
Criteria are cumulative, so if both min AND max ages are specified then both of these conditions must be met by the curler for the discount to be applied.
Important: A discount with no criteria applies to every eligible purchase of every item it is assigned to. Leave all criteria blank only when you intend to create an always-on price reduction.
Min and Max Age
These are fairly self-explanatory. If you wanted to apply a junior's discount to curlers 17 and under then you would enter 17 into the Max age field. Keep in mind that age criteria is inclusive in that it's including the age specified. Age criteria uses your club's age calculation configuration. By default, ages are calculated as of the day before your season starts (e.g., June 30th if your season starts July 1st). So if a curler is 18 based on your club's age calculation date, they wouldn't receive a 17 and under discount.
Number of Items
The Number of Items setting controls which qualifying items receive the discount. It is not only a minimum purchase requirement.
Items can be any combination of events, programs, fees, products, or venue bookings that you've assigned to the discount. This gives you great flexibility to create discounts like "Get 20% off the 2nd item" or "Get 50% off the 3rd league."
The available options are:
- One applies to the first qualifying item only.
- Two through Ten apply to that numbered item only.
- Two or more through Ten or more apply to that numbered item and every qualifying item after it.
- Eleven or more applies to the 11th and every subsequent qualifying item.
For example:
| Setting | Items that receive the discount |
|---|---|
| Two | 2nd item only |
| Two or more | 2nd, 3rd, 4th, and every subsequent item |
| Three | 3rd item only |
| Three or more | 3rd, 4th, 5th, and every subsequent item |
You can create stepping discounts, such as 20% off the 2nd item, 50% off the 3rd item, and 100% off the 4th and every subsequent item. That setup requires three discounts using Two, Three, and Four or more respectively.
How the discount is applied:
The system orders qualifying items before determining which ones receive the discount:
- For percentage discounts, items are sorted from most expensive to least expensive. Two discounts the second-most expensive item. Two or more discounts every item except the most expensive one.
- For fixed amount discounts, items are ordered by when they were purchased, from oldest to newest. Two discounts the second item purchased. Two or more discounts the second and every later item.
Example: If you offer a "Get 20% off the 2nd item" discount and a curler purchases a $150 league and a $100 league in the same cart, the $100 league (the cheaper one, which is 2nd when sorted by price) would receive the 20% discount.
Important: If your items have different prices and a curler purchases a cheaper item first, then purchases a more expensive item later, they will miss out on the discount at the time of purchase. For example, if you offer a "Get 20% off the 2nd item" discount with a $100 league and a $200 league, the curler would need to either purchase both at the same time, or purchase the $200 league first to receive the discount on their second purchase. The system will not automatically apply a retroactive discount to the cheaper item.
Retroactive discount alerts:
For percentage-based multi-item discounts, the system will alert you on your dashboard when curlers purchase items separately and miss out on a potential discount. Fixed-amount discounts are not included in these alerts. You can review percentage-based opportunities and choose to issue refunds or make price adjustments manually as appropriate.
The following video will take you, the curling club manager, on a deep dive into setting up multi-item discounts.
Team Position
You can discount curlers based on their selected position. This only works with leagues and competitions which are requiring a curler profile and also asking for their position (optional or required).
A common use for this would be to discount an "Alternate" for a team. For example, if you are moving from team based pricing to individual sign up, you might divide the price by 4 and grant alternates a 100% discount. So what may have cost $800 per team registration may now cost $200 per individual, but free for alternates.
The following video discusses different ways to migrate from team based to individual registrations using discounts like team position.
Number in Lineup
You can require an exact number of curlers in a submitted team lineup. This is useful when teammates split the registration cost and the per-person price changes with the size of the team.
For example, you could apply a 20% discount when a team submits exactly five curlers. The league or competition must collect lineup names for this criterion to work. Requiring the lineup is strongly recommended, otherwise a registrant can leave it blank and the discount won't apply.
Days Before Close
Use Days before close for an early registration discount. If you enter 7, the purchase qualifies only while the registration closing date is more than seven days away.
For events and programs, the system compares the purchase time with the item's registration closing date. For venue bookings, it compares the purchase time with the booking's start time. Products and fees do not have a registration closing date, so this criterion cannot be used with them. Leave this field blank when there is no early registration restriction.
Matching a Custom Field Value
This criterion matches one custom field against one value. The comparison ignores capitalization and whitespace before or after the member's answer.
Select both the custom field and the value that must match. A value is required unless the selected field is a checkbox, in which case Curling IO automatically matches the checked value. Multiline Text Area fields cannot be used as discount criteria. Use a Text Box, Dropdown, or Check Box for common discount questions.
You must assign both the custom field and the discount to every item where the discount should be available. Assigning the discount without the custom field means the question will not be asked and the member cannot qualify. When every registrant should answer, make the custom field required on the item.
A common use for this would be a "First Time Curler" discount. You would have a custom field defined, asking your curlers if this is their first time curling with a dropdown to choose "Yes", or "No". Then you can apply a discount based on them selecting "Yes" for this custom field.
Another example would be a coupon code. Use a Text Box to ask for the code, then enter that code as the value the discount must match.
Fee
Use this as a qualification requirement when a curler has a specific fee in their current cart or a previously submitted order. The fee must require a curler profile and must be configured as seasonal per curler or lifetime per curler.
The selected fee does not receive this discount. Assign the discount separately to the events, programs, products, fees, or venue bookings that should receive it.
Product
Use this as a qualification requirement when a curler has a specific product in their current cart or a previously submitted order. The product must require a curler profile.
The selected product does not receive this discount. Assign the discount separately to the items that should receive it. For example, an Unlimited Leagues product could qualify the curler for discounts assigned to participating leagues.
How Discounts Interact
By default, every qualifying discount assigned to an item is applied. Discounts are additive and are each calculated from the item's full price. Use one of the following settings when qualifying discounts should not stack.
Do Not Apply When Selected Discounts Qualify
Use Do not apply this discount when these discounts also qualify to give one or more specific discounts priority over the discount you're editing. If any selected discount also qualifies for the same item, the discount you're editing is skipped.
This setting is directional. For example, if a 50% Junior discount should replace a 20% Multi-item discount, edit the 20% Multi-item discount and select the 50% Junior discount. When both qualify, the 20% discount is skipped and the 50% discount remains.
Do not select the discounts in both directions. If two discounts each prevent the other from applying, neither will be applied when both qualify. If a selected discount is later made inactive, it stays selected but does not prevent this discount from applying while it is inactive.
This setting cannot be combined with Exclusive of All Other Discounts. Enabling exclusivity with all other discounts clears the selected discount list.
Exclusive of All Other Discounts
If any non-exclusive discount qualifies for the same item, this discount will not be applied. If all qualifying discounts are exclusive, only the discount with the greatest monetary value for that item will be applied. The system compares the calculated amount, so it can compare fixed-amount and percentage discounts.
This setting does not make this discount override normal discounts. Use the selected discount exclusions above when you need explicit priority between specific discounts.
Discount Inclusions
Discount inclusions are useful when you want to limit a discount to only specific curlers. Usually this is used to provide a grandfathered discount to lifetime or shareholder curlers when you're no longer selling these lifetime or shareholder products (otherwise product based criteria is better).
To access discount inclusions, click the name of the discount from the discounts listing screen and then click the "Discount inclusions" button near the bottom. Now you can add and remove curlers from its inclusions list.
Important: Once you have one or more curlers assigned to a discounts inclusions then no other curlers will qualify for it. You will need to remove all of the curlers from the inclusions list to make it available to other curlers.
Inclusions do not override the rest of the discount configuration. The discount must still be assigned to the item, every other configured criterion must pass, and the item must require a curler profile.
Troubleshooting Discounts
We highly recommend keeping your discounts as simple as possible, so you know at a glance who will be receiving a discount and under what conditions.
For those unavoidably complex setups, here are some pointers:
- Make sure your discount is associated with the item that is to be discounted. If you're discounting leagues, then the discount must be associated with each of those leagues. If you are discounting a fee, then the discount must be associated with that fee. You cannot associate a discount to one item and expect it to apply to another it hasn't been associated with.
- Make sure that if your discount eligibility is based on a custom field value, that the custom field is also associated everywhere your discount is associated. If you do not, then the question which the discount is based on will never be asked, and no one will receive the discount. For example, if I want to ask curlers if it's their first season and give them a 5% discount on their membership fee if they are, then I need to associate both the custom field to ask the question and the discount itself to the membership fee.
- If you are using a custom field based discount, you usually do not want to use a checkbox. You would instead use a dropdown with "Yes, No" values so that you can make this custom field required, and to also avoid accidental selection by your curlers.
- For multiple item discounts, every item (event, program, fee, product, or venue booking) that will participate in the discount needs to have it associated. Assigned items both contribute to the item count and can receive the discount.
- If a discount is seasonal per curler (should only be received once per season), then the item being discounted must require a curler profile. Otherwise there's no way for the system to know if a curler has already received it.
- Multi item discounts are based on curler profile (not account) and will only work if the items to be discounted are requiring a curler profile.
- Discounts are additive based on the full price of the item being discounted. Discounts do not compound (you never discount a previously discounted price). For example, if two 10% discounts apply to a league that costs $100, the combined discount is $20. The final discount on an item is capped at its price, so overlapping discounts will never make the amount owed negative.
- In general you should avoid mixing both fixed price and percentage based discounts, or it can be very hard to reason about.
Deleting Discounts
To remove a discount, click the Delete link next to it.
