Promotions lower what a customer pays for course registrations. There are two kinds: a promo code the customer types at checkout, and an automatic discount that applies by itself when its rules are met, such as registering early or signing up a second child.
How to get there
Open Educatify → Promotions. Click Add a Promotion, or the edit icon on an existing one.
Fields
| Field | What it does |
|---|---|
| Title (required) | The promotion's name. |
| Code | What the customer types in the promotion code box at checkout. |
| Amount and Discount Type (required) | The discount, in dollars ($) or as a percentage (%). |
| Start Date / End Date | When the promotion is available. Leave the end date empty for a promotion that never expires. |
| Days before program session | For automatic promotions: applies when someone registers at least this many days before the session starts. Use it for early-registration discounts. |
| Auto Apply | Tick Apply Automatically for a discount that needs no code. |
| Minimum Count | The minimum number of students registering together. Use this for a group promotion: 2 means two or more people on the same registration. Each student in each session counts, so one person in two sessions counts as two. |
| Minimum Amount | The minimum registration total. |
| Student ordinal / Student ordinal max | Sibling pricing: applies to the Nth student in the registration (2 = second child). Leave the maximum empty for "this child and every one after", or set it to cover a range (for example 2 to 3). |
| Description | Notes about the offer. |
Set up a promo code
- Enter a Title, a Code and the Amount with its Discount Type.
- Set the dates the code is valid, and leave Auto Apply unticked.
- Click Save and share the code with your customers.
When a customer enters the code at checkout, the discount is applied to their registration.
Set up an automatic discount
Tick Apply Automatically and set at least one of these rules:
- Early registration: fill in Days before program session, for example 30 for "register 30 days ahead and save".
- Sibling discount: fill in Student ordinal, for example 2 for "second child and beyond".
An automatic promotion needs one of these two rules. Without either, it currently does not apply; use a promo code instead. Minimum Count, Minimum Amount and the dates narrow an automatic promotion further. When more than one early-registration promotion fits, the customer gets the biggest discount.
Set up a group promotion
Use Minimum Count when the discount should apply only if several students register together on the same checkout. This is the group-size rule: it is a minimum, not a range. There is no maximum-count field.
A group-only offer ("two or more people get a discount," with no early-registration or sibling rule) works as a promo code with Minimum Count set. Ticking Apply Automatically with only Minimum Count is not enough.
Sample: 10% off for groups of two or more
- Click Add a Promotion.
- Title: Group Discount 2+
- Code: GROUP2 (share this with customers or staff)
- Amount: 10 and Discount Type: %
- Minimum Count: 2
- Leave Apply Automatically unticked. Leave start and end dates empty if the offer should stay available.
- Click Save.
At checkout the customer adds at least two students and types GROUP2. One student with the same code should not get the discount. Two or more should see 10% off.
For a higher rate on a larger group, add another promotion. Example: Title Group Discount 3+, Code GROUP3, Amount 15%, Minimum Count 3. Give the customer the code that matches their group size. GROUP3 still applies to four or more people, because 3 means three or more.
You can also set Minimum Count on an automatic early-registration or sibling promotion so that offer only applies when the group is large enough. That is a further restriction, not a standalone group discount.
Tips
- Leave the Code empty on automatic promotions. A typed code applies its discount without checking the early-registration or sibling rules.
- Sibling pricing counts each student in each session. A child registered for two sessions counts twice, so check sibling discounts on multi-session registrations.
- After saving, try a test registration on your website to see the discount before you advertise it.