Summary

This guide explains how to configure and manage coupons, gift certificates, and memberships in the platform, including available options and specific use cases.

Step-by-step Instructions

1) Coupons

Creating a coupon

• Go to the coupon creation menu.
• Set the following parameters:
  • Coupon code: code the user must enter.
  • Discount type: percentage (applied to the full invoice) or fixed amount (applied to one registration only).
  • Expiration date.
  • Number of uses: a coupon can be used multiple times across different transactions.
• Application:
  • Check if applicable to all sessions, or select specific sessions.
  • Check gift certificate if relevant.
  • Check one purchase unit per transaction if necessary.

2) Gift Certificates

Setup steps

1. Create a fixed-amount coupon.
2. Check the options: Transferable, Limit to one item, and Applicable after tax.
3. Create a specific course for the gift certificate.
4. Link the coupon to the course.
5. Choose a clear title.
6. Create a session linked to this course.
7. Set the price to match the gift certificate value.
8. Link the course and the coupon to the session.

3) Coupon included in a purchase

• Create a coupon like a gift certificate (single use).
• In the relevant course, check the option to include the coupon.
• Enable the Quick Checkout option in the session.
• The coupon code will be automatically sent in the purchase confirmation email.

4) Membership

Creating a membership

1. Create a course of type Membership.
2. Link the coupons to be offered with the membership.
3. Set a title, media, and billing category.
4. Create a session for this course.
5. Set the membership price.
6. Define the validity period in days (e.g., 365 days for one year).

Individual membership

• When creating the course, check Individual membership.
• Differences:
  • The membership is linked only to the user.
  • Partner prices do not apply.
  • The membership expiration date is visible in the user profile.

5) Specific configuration cases

• $10 public coupon valid on all sessions: unlimited uses, but only once per transaction.
• $10 public coupon valid only on certain courses.
• Automatic coupon sent when a member subscribes (valid on all sessions or specific sessions).
• $10 member coupon not sent automatically (used for manual offers to existing members).
• Same as above but limited to a specific course.

6) Coupon management

Viewing coupons

• Go to the Users menu.
• Click the Coupons button next to the desired user.
• The user’s active coupons will be displayed. A button allows you to delete them if necessary.

Coupon automatically applied to a session

• In the session configuration, link a coupon to be automatically applied if the user uses the dedicated URL link.
• This link is available in the View option of the session.
• Example URL: https://medo-mi3.vivasys.ca/en/students/catalog/30244?apply_coupon=true

Tips / FAQs

• For gift certificates, make sure the course price matches the coupon value.
• Use filtering options to restrict coupon use to specific sessions or courses.
• Track coupon usage for your financial reporting.