- TABLE OF CONTENTS
- • Creating a New Discount
- – Name
- – Discount Code
- – Upload Vouchers
- – Discount Amount
- – Recurrence
- – Rules
- – Apply To
- • Sort By Status
- • Sort By Type
- • Search Discounts
- • Columns
- • Export
Discounts & voucher codes can be managed via your main menu bar at Inventory > Discounts
Discount Codes & Vouchers
From time to time, you may wish to offer discounts to your customers. That might be in the form of a public discount code that is displayed in your advertising. When the customer enters that code at checkout, the relevant discount will be applied to their total. Or, maybe you wish to create a one-time use voucher code for a particular customer. Either way, you can achieve this with Checkfront.
Discount Code vs Voucher
Discounts are a special type of event that allow you to reduce the price of an item at the time of booking by supplying a unique discount or voucher code.
You can use a discount code for general promotions or to track campaigns and referrals. They can also be used for creating general date discounts such as weekend specials or Monday Madness! Discount codes can be used in your advertising and redeemed multiple times by multiple customers.
Vouchers can be used to redeem purchased deals from syndication sites such as Groupon and Living Social (see group buy promotions). These codes are added to the system via an imported CSV file and can only be redeemed once. You can also use a voucher code to reward preferred customers with a one-time use special discount.
Creating a New Discount
To create a new discount, click on + New Discount from the main discount home page.
You should then see the following options which can be configured as per your requirements:
A short, unique discount code to be used at the time of booking. The customer must enter this code, which is not case-sensitive, in order to receive the discount. If this field is left empty, an open discount will be created. This means the discount will be given to everyone automatically, during the period specified further down the page. The discount code should be alpha-numeric and not contain any spaces.
Instead of supplying a single discount code, you may wish to upload a list of pre-defined voucher codes. The voucher list should be in CSV or TXT format and each code needs to be unique.
The codes should consist of letters and numbers only. Use of any other characters may prevent the discounts from being applied properly.
1. Open your favourite spreadsheet program, such as Numbers or Excel.
2. List your voucher codes in column A, one code per row.
3. Save as a CSV or TXT file to your computer.
You can use a third party solution such as randomcodegenerator.com to quickly compile an extensive list of voucher codes.
Once you have your list of vouchers, you can upload it to the system by clicking on the Upload Vouchers button (1) and then the Choose File button (2), when it appears below:
After selecting the file from your computer, you should now see it attached to the upload field, as in the screenshot below:
Once uploaded, you can see a list of your available vouchers by visiting the Reports > Promotions menu in your Checkfront dashboard. This report will not only show you the vouchers, but also when they were added, used and to which booking they were applied to.
You can come back here to add more voucher codes at a later date. Just upload another CSV or TXT file as before.
When uploading a list of vouchers, you should leave the Discount Code field blank. Do not enter anything here or the vouchers will not work properly!
The discount you wish to apply to the booking. This can either be a percentage or a fixed amount. You may also apply the discount based on the individual items in the booking or the sub-total of the booking.
• Per booking will calculate the discount based on the order sub-total. A $5.00 discount will subtract $5 from the sub-total of the booking, regardless of the number of items or associated price points. For example: $5.00 off any booking.
• Per item will calculate the discount based on the current price and quantity of each (applicable) item booked. For example, a discount of $5.00 will total $15.00 when 3 applicable items are booked at once.
A per booking discount is taken after tax, whereas a per item discount is added before the taxes are calculated. If offering a 100% discount for example, the customer will still be responsible for the taxes if the discount is set to per booking. If set to per item, the customer will not owe anything upon checkout.
Similar to events, you can configure discounts to be applicable at certain times only, and to specific items or categories.
• One Time Event: A one-time event that will be active for the date range defined in the date drop-down fields.
• Weekly (by day of week): A recurring event based on the day of the week, active for the dates defined. In this example, the discount will only work on Tuesdays, Fridays and Saturdays between February 23rd and March 23rd, 2016.
• Always (don’t expire): A permanent event that is not defined by date.
Attach a rule set to this event. By combining rule sets with events, you can create powerful inventory adjustments and enforce booking policies.
By default, events and discounts are applied globally to all items in your inventory. If you need only to adjust a certain category or item, un-check the All Items and Categories check-box and select your items/categories individually.
Sort By Status
If you have a long list of discounts in your account and you’d like to filter them by status, you can do so by clicking on the Status button and selecting one from the drop-down menu. The three statuses that can be associated with a discount and Active, Expired and Disabled.
Sort By Type
Another way to sort a longer list of discounts is by type. You may filter your list to display either Discount Codes or Vouchers. Click on the Type button and make your selection from the drop-down menu.
If you wish to find a specific discount(s) rather than a particular status or type, you can use the search box to enter your search term. Any matches will be displayed in the list below.
The columns menu allows you to choose exactly which information is and isn’t included in the report you are generating.
You can choose to display the standard system fields that come with Checkfront, or remove them if they are not necessary in your view. Simply check a column to include it in the report or uncheck it to leave it out.
To reorder the columns in your report, click and hold your mouse over the “dots” by each column title and drag it to where you’d like it to be. Click save when ready and your report should be updated with the changes you’ve made.
You can export a report from your customer directory using the link in the top right corner, next to the columns button.
You are able to enter a name for the report and choose the output format. Current formats include:
• MS Excel
The report can be saved to your computer, an email or Google Drive.