How To View Customer Promo Code Use

Scenarios
  1. You want to know how to manage promo codes once parents have booked with them.
This document assumes the following.
  • You understand how to navigate Enrolmy

  • You have read and understood 

 

Promo Codes Management & Reconciliation Overview

In this help guide you will find the following sections covered;

1. How To View Promo Code Discounts Used By Customers 

2. Promo Codes Review On Invoices

3. Promo Code Review Within Customer Profile

 

How To View Promo Code Discounts Used By Customers 

1. Within the Customers Menu, select the '+' and then the Direct Discount Customers Tab

2. You can search for the customer or scroll to see what code has been used and by who. 

3. Even if the Promo Code was not selected to be used as a direct discount, it will still display here within the Direct Discount Customers Tab.

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Promo Code Review On Invoices

The promo code will appear on an invoice as a discount line item. 

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Promo Code Review Within Customer Profile

A promo code can only be viewed against a customers profile if the promo code setting Attach This Discount Permanently To Each Attendee As A Direct Discount is switched on. Promo codes that have not been set as direct discounts, will not display against the customers profile.

1. Within your Organisation Settings, head to the Promo Codes section

2. Switch on the option to Attach This Discount Permanently To Each Attendee As A Direct Discount

3. Select Save Voucher

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4. Search for the customer's profile within the Customers tab

5. Scroll to the direct discounts section on the customer's profile and see the promo code attached and saved as a direct discount

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