SwimOffice Admin - Super User or Lesson Admin - Full Access

To implement the Coupon Code in the Lessons Module, watch the Coupon Code video tutorial or follow the steps below:

  1. Go to Lessons Admin.
    1. Chameleon users: In the side menu click Team Admin > Lesson Admin.
    2. New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
  2. Click Edit in the bottom right.
  3. Scroll down to Coupons Area.
  4. Set Coupons (Per student and per class) to YES if it's not already.

    Coupons area in TU Lessons

  5. Click Add.
  6. Create your Coupon. This code is PER Athlete/Per Class.

    Coupon dialog

    • Coupon Title — Your internal identification.
    • coupon Code — The code to give your accounts for them to enter at checkout. We suggest something like discount20 to represent $20 or 20% but it's up to you.
    • Chart of Account — Used to track how much money you've discounted. This can be its own CoA or the one used for classes.
    • Starting Date — The date people can start using it.
    • Expiration Date — The date it expires at midnight of the START of that day. If you put 11/30, they can only use the code through 11/29; it won't work at all on 11/30. Put a date way in the future, like 1/1/3000, if you don't want it to expire.
    • Discounted by — Select either a flat Dollar Amount or Percentage on Class Fee (remember this is per athlete/per class), then enter the amount or percentage.
      • Important: The coupon will only discount the Class Fee, NOT the Registration Fee in any particular class.
      • The amount discounted will never exceed the class fee. If the fee is $10 and the coupon is for $25, the net fee will be $0, NOT -$15.
      • When the discount is a percentage and the class fee is prorated, it will apply the discount to the prorated amount, NOT the full price.
  7. Click Submit.
  8. Click Add again if you would like to create multiple codes.
  9. Click Save Changes in the lower right.

Critical – Go to SubPrograms to implement

  1. Click SubProg tab (under Lessons Sys tab)
  2. Click the name of the Sub Program Title.
  3. Set Lesson Coupon to YES-Participates.

    Sub Program Edit

  4. Click Save Changes.

Important note regarding monthly classes

When a class is set to charge monthly and a person registers before the class starts, the class fee is not charged at checkout, rather it gets charged on the 1st of next month. Therefore if they enter a coupon code it WILL NOT GET USED, EVER. That’s because coupons are only applied to class fees that get charged at checkout. However, if a person registers once the class starts and uses a coupon, it will get applied.

Below are screenshots of what the public will see when they enter their code.

A view of where the coupon code is entered during the registration process.
Coupon Code entry

A coupon code was created for $20 that is applied per student/per class
Lessons registration totals with dollar amount coupon code

A coupon code was created for 30% that is applied per student/per class
Lessons registration totals with percentage coupon code

See Also
Attendance Report
Annual Registration Fee per Account / Member
How do my instructors print a roster/lesson report?