Legacy - Processing Discount Applications (Remissions)

This guide will show you how your students/parents can apply for a discount/remission, and how this application is then processed by your superusers/admin.

You first need to have set-up your assigned discount schemes; see our Set-Up guide for support with this.

Applying for a Discount (Parent log-in > Registration page)

New parents/students registering for lessons/ensembles can also apply for discounts via the Discount spot you have added to your registration page:

Existing parents/students can apply for discounts via the Registration link on the menu bar:

1. 1. After selecting ‘Add application’ (or ‘Apply here’, however you service have named the link!), parents will be taken to the application page, where they first need to agree to your T&Cs, then select ‘Next’ to continue: 
    
    
2. 2. They then need to complete the questions you have asked in your discount set-up, including selecting the fiscal year they want to apply for. Select ‘Add application’ to continue: 
    
    
3. 3. They can then continue to add more courses, apply for instrument hire, or complete their application: 
    
    
4. 4. Complete/update all personal data questions as per the usual registration page.

Once the application has been completed, this will now be processed by your superusers/admin.

Processing discount applications (Menu > Inbox > Discount application)

Student with applications will have a ‘Discount application’ on their profile, showing the year the application is for and the status: 

All discount applications can be found under the Inbox, where the number of new applications will be shown: 

When opening the Discount application window, this will automatically open on the ‘New’ status applications. 

Applications can be filtered by their status, by course school and fiscal year. You can also search for specific students’ applications via the search bar:

1. 1. Click the dropdown arrow to expand the application: 
    
    
2. 2. Add comments if needed. You can update the status of the application by the dropdown arrow in the Status column: 
    
3. 3. When changing the status to ‘Accepted’ or ‘Accepted CIC / LAC’, you then need to select the relevant discount scheme to assign to the student. Enter the Start and End dates and click ‘Insert’ to save.
4. 4. You will then be prompted to notify the student/parent. Send your standard template, or create a personal message/use a different template. 
   You also have the option of ‘Do not notify’ if you do not want to send a message at this stage: 
    
    
5. 5. The application will now show under the ‘Accepted’ status filter and appear on the student’s profile. The discount will have been automatically applied to any relevant charges, as seen on the student’s Charges tab: