Members can now pay for events or classes using coupons, which allows you to set up multi class or event passes. The steps outlined below illustrate how to create these kind of coupons and how your members can use them.
Setting up the coupon type
To set up a new coupon type that can be used for events or classes:
Go to the Coupon Types module
Click on the green plus button in the bottom right to add a new coupon type
Enter a name and price, and specify how many sessions/classes it is valid for
Click Next to continue to the restrictions
Choose who the coupons can be purchased by
Under Coupon can be used for select Events & Classes
Press Save to create the new coupon type
Allowing a coupon to be used for a specific event or class
Once the coupon type is created, we need to make sure it can be used for a specific event or class:
Go to the Events module
Find or create the event or class you want to be able to use the coupons for
Click on the event and open up the Attendance card
Navigate to the Rules & Fees tab
Create a new rule and select Coupons as the payment method
Specify who the rule applies to:
In the next step, select the coupons that can be used and press Save when done:
See also the help article on rules and fees for more details.
Purchasing the coupon as a member
Your members will now be able to purchase the newly created coupon type by heading to their Coupons page and clicking on the Purchase coupons button:
On the next page, they can select the coupon(s) they want to purchase and proceed to the payment page.
Once purchased, they will be able to view and track their coupon usage from the same page as well:
Assigning coupons to a member manually
As an administrator, you can also assign coupons to a member manually:
Go to your Members in the People module
Find the member you want to assign the coupon to
Open their Subscriptions & Coupons card and click on Coupons
Click Add coupon and select the appropriate coupon type
Press Save to assign the coupon
Once added, the new coupon will show up in the list of coupons and from here you can also manually use or refund coupon sessions if needed:
Using a coupon for an event as a member
When a member signs up for an event or class that can be paid for using one of the coupons they have purchased, they will be given the option to use one of their available coupons:
Once they finish the rest of the steps, one session will be deducted from the coupon they selected and they will be signed up to the event and marked as having paid the fee by coupon.
Using a coupon for an event as an administrator
If needed, an administrator can also mark an event attendee as having paid for the event with their available coupons. To do this:
Go to the Events module
Find the event or class you want to manage
Click on the event and open up the Attendance & Fees card
Find the relevant attendee in the list
Click on the option Pay with coupons in the context menu
Select the relevant coupon to use and press Confirm
The attendee will now be listed as having paid the fee by coupon.
Refunding coupon sessions
Coupon sessions can be refunded if needed. Depending on the event fee settings that you set up, a member will get an automatic refund if they cancel their attendance to an event ahead of time.
As an admin, you can also refund specific coupon sessions as follows:
Go to your Members in the People module
Find the member you want to refund coupon sessions for
Open their Subscriptions & Coupons card and click on Coupons
Click on one of the used coupon sessions for the relevant coupon
In the list that appears, click on Refund to refund one of the sessions
