Payment rules - how to set up

Introduction

reservie allows you to create and define discount payment rules which allow to you create offers for your events. Setting up a discount code requires two simple steps and once setup are ready for use. These steps are:

1. Define the payment rule

2. Grant an event permission to use the payment rule

Step A - Define a payment rule

Step 1: Navigate to the payment rule section of reservie. This can be found in Advanced -> payment rules

Step 2: Once in the payment rules section, click the ‘Add rule’ button

Step 3: Complete the presented form

• Rule name - this is a note to yourself so that you can recognise the rule in future. It is not exposed to your clients.

• Rule condition - choose ‘exactly’ , ‘more than’ or ‘less than’ followed by number and rule type

• Reduction - select the amount for the decrease per event date.

Example: If you want to offer £1 off a class for each week, if a customer purchase 4 or more classes (i.e more than 3 dates) then the rule would be defined as follows:

Rule name: Discount if customer purchases 4 or more classes

Rule setup: When a customer purchases more than 3 dates then decrease by the following 1 value.

Click ‘continue’ to save the payment rule.

Step B - grant permission to an event

Once the payment rule has been assigned, you must explicitly tell events that customers are allowed to use it during checkout.

Step 1: Navigate to Events -> Course view

Step 2: Find your event in course view and click edit

Step 3: Walk through the wizard until you reach the pricing adjustments section

Step 4: Assign the discount voucher to event

Step 5: Click next/save until you complete the wizard and the updated event saved. The payment rule is now ready for use.