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--- holray:discount_plans [2022/04/08 10:58] – created rachel
+++ holray:discount_plans [2023/10/09 13:01] (current) – rachel
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 . Offer a discount to everyone who books, either manually or online. For example a summer discount of 20% for every booker.
 . Offer a discount to online bookers only.
 . Offer a discount for returning customers only.
 . Offer a Late availability discount.
 . Offer a pay in full discount.
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 {{ :holray:discountplan2.png?direct |}}
-I am calling my discount Summer10 and it is going to be for my two berth boats only (I have already created the group). The description of my plan is 10% discount for summer bookings online. I want the amount to be a %age, rather than an amount. The deposit is unaffected, but I might want to adjust the deposit, or have a limited time only £5 deposit secures your holiday type promotion.
+I am calling my discount Summer10 and it is going to be for my two berth boats only (I have already created the group). The description of my plan is 10% discount for summer bookings online. I want the amount to be a %age, rather than an amount. The deposit is unaffected, but I might want to have a limited time only £5 deposit secures your holiday type promotion.
 The element is default as it does not need to appear as anything else within my reporting or invoicing.
-I might wish to set my discount for booking made between certain dates but this discount is for holidays taken within specific dates, rather than booked. Because I do not mid how long the holiday is, I have set it to cover everything, hence 0 to 99, likewise with the number in the party. But I might want to resrict the holiday to a minimum of 3 days, or maximum of 4 people.
+I might wish to set my discount for bookings made between certain dates but this discount is for holidays taken within specific dates, rather than booked. Because I do not mind how long the holiday is, I have set it to cover everything, hence 0 to 99, likewise with the number in the party. But I might want to resrict the holiday to a minimum of 3 days, or maximum of 4 people.
 == Rolling days ==
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 == Loyalty ==
-My discount might be for loyalty. For my cutomer to be able to get the discount there must be a way of identifying them. This is where pattern match comes in. If you want the customer to be recognised, they willneed to pattern match on their customer id or their booking id. You would still need to advise them of this discount, via a specific mailing, but they will be able to access their discount online if you have set a pattern match.
+My discount might be for loyalty. For my customer to be able to get the discount there must be a way of identifying them. This is where pattern match comes in. If you want the customer to be recognised, they will need to pattern match on their customer id or their booking id. You would still need to advise them of this discount, via a specific mailing, but they will be able to access their discount online if you have set a pattern match.
 In this case, there is no pattern match as anyone can have the discount.
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 == Existing Discounts ==
-There may be other discounts already inmplace that the booker may be eligable for. If I tick the Exclusive box, it will apply this discount only.If I do not tick the box, it will apply all discounts, in order of savings for the customer (the best discount will be applied first). If you have a standard discount set for a second week of holiday duration for example, and click the exclusive button, this second week standard discount will still be applied, unless the Override system discount box is ticked.
+There may be other discounts already in place that the booker may be eligable for. If I tick the Exclusive box, it will apply this discount only.If I do not tick the box, it will apply all discounts, in order of savings for the customer (the best discount will be applied first). If you have a standard discount set for a second week of holiday duration for example, and click the exclusive button, this second week standard discount will still be applied, unless the Override system discount box is ticked.
-Start days I do not care about, and the system, by default will inclde all possible start days that may be set within your system. Yes I want my agent to see the discount too, yes I want the system to automatically apply the discount (I do not want to have to add it in manually), no the customer does not have to pay in full and yes I want it active. Click insert.
+Start days I do not care about, and the system, by default will include all possible start days that may be set within your system. Yes I want my agent to see the discount too, yes I want the system to automatically apply the discount (I do not want to have to add it in manually), no the customer does not have to pay in full and yes I want it active. Click insert.
-It should show on your web (or in your chart view if it is not a web only discount) immediately.
+The discount is live as soon as it is set to be live. It may not show immediately as the criteria may not have been met, or your website page may need to be refreshed, and so on.