Support Guide

Discount Codes and Vouchers

    TABLE OF CONTENTS

  1. • Creating a New Discount
  2. – Name
  3. – Discount Code
  4. – Upload Vouchers
  5. – Discount Amount
  6. – Recurrence
  7. – Rules
  8. – Apply To
  9. • Sort By Status
  10. • Sort By Type
  11. • Search Discounts
  12. • Columns
  13. • Export
Where do I access this in Checkfront?
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.

 
Discounts & Voucher Codes
 

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.

 
New Discount Button
 

You should then see the following options which can be configured as per your requirements:

 
 
Create New Discount
 

Name:

A descriptive name for the discount (e.g: June Special). This is used internally for reporting and can be seen by the customer on their invoice.

Discount Code:

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.

Upload Vouchers:

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.

 
Voucher Codes Sheet
 

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:

 

Upload Vouchers

 

After selecting the file from your computer, you should now see it attached to the upload field, as in the screenshot below:

 

Voucher Upload

 

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.

 

Voucher Report

 

You can come back here to add more voucher codes at a later date. Just upload another CSV or TXT file as before.
 

Troubleshooting:
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!

 

Discount Amount:

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.

 

Discount Amount

 

• 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.
 

Quick Tip:
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.

 

Recurrence:

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.

 

One Time Event

 

• 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.

 

Weekly By Day of Week

 

• Always (don’t expire): A permanent event that is not defined by date.

 

Always Don't Expire

 

Rules:

Attach a rule set to this event. By combining rule sets with events, you can create powerful inventory adjustments and enforce booking policies.

Apply To:

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.

 

Apply To

 
 


 

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.

 
Discount Status
 

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.

 
Discount Type
 

 
 


 

Search Discounts

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.

 
Discount Search
 

 
 


 

Columns

The columns menu allows you to choose exactly which information is and isn’t included in the report you are generating.

 
Discount Columns
 

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.

 
 


 

Export

You can export a report from your customer directory using the link in the top right corner, next to the columns button.

 

Discount Export

 

You are able to enter a name for the report and choose the output format. Current formats include:

• MS Excel
• CSV
• PDF
• XML

The report can be saved to your computer, an email or Google Drive.