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How to Create Automatic Discounts
How to Create Automatic Discounts
Updated yesterday

You must have "Full Access" or "Limited Access-Financials" permissions to create discount codes.

Automatic discounts are applied automatically during checkout according to the discount's conditions and applicable sale items and do not require a discount code.

Dollars or Percent Off

Set up conditions to deduct a set dollar amount or percentage from customers' cart subtotals or specific items.

  1. Sign in to "SportsEngine HQ."

  2. Click on Financials > Discounts.

  3. In the top-right corner, click Add Discount.

  4. Select Automatic Discount and click Next.

    • NOTE: When creating a discount, ensure it accounts for all applicable amounts possible since multiple discounts cannot be applied to the same order.

  5. Enter a descriptive "Discount Name." This name appears at checkout, on receipts, and in reports. Click Next to proceed.

  6. Select $ dollars off or % percent off, enter the amount, and click Next.

    • For % off discounts, click Add maximum off to limit the discount's total amount.

    • NOTE: For $ off discounts, if the total discount amount is not applied at checkout, any remaining amount will not carry over to future orders.

  7. Select if the discount should be applied to the cart subtotal or specific sale item(s). Click Next.

    • For specific(s) sale item(s), click Select Eligible Items and check the box by the item(s) to apply. Click Submit.

    • Select how many sale item(s) to discount per order. If selecting A set amount, enter the number of items to discount.

  8. Click Next.

  9. Select the requirements to use the discount and click Next.

    • If using a minimum amount ($) in an order or a minimum number (#) of sale items, enter the minimum amount or minimum quantity.

  10. Select how many orders can use the discount and click Next.

    • If selecting A maximum number of times, enter the limit.

  11. Enter the discount duration and click All Done!

Buy X Get Y

Commonly used for sibling discounts or BOGOs, the Buy X Get Y option allows customers to get a specific number of or all eligible items discounted when they make the required purchase.

NOTE: This option is currently in BETA. If your organization would like to activate this feature, please contact your account manager.

  1. Sign in to "SportsEngine HQ."

  2. Click on Financials > Discounts.

  3. In the top-right corner, click Add Discount.

  4. Select Automatic Discount and click Next.

    • NOTE: When creating a discount, ensure it accounts for all applicable amounts possible since multiple discounts cannot be applied to the same order.

  5. Enter a descriptive name for the discount. This name appears at checkout, on receipts, and in reports. Click Next to proceed.

  6. Select Buy X Get Y, then click Next.

  7. In the Customer Buys section, enter the number of items customers must purchase to receive the discount.

  8. Click Select Eligible Items.

  9. Check the box(es) next to the eligible sale items. Once complete, click Submit.

  10. Click Next.

  11. In the Customer Gets section, click Select Eligible Items.

  12. Check the box(es) next to the eligible sale items. Once complete, click Submit.

  13. Select the option for At what discount.

    • If choosing Percentage or Dollar Amount, enter the desired number.

  14. Select the option for On how many items?, then click Next.

    • Specific number of items: For every eligible item bought, the customer gets a discount on a certain number of items.

    • All eligible items: If the customer buys one eligible item, the customer gets all other eligible items in the order at a discount.

  15. Select an option for How many orders can use this discount, then click Next.

  16. Enter the discount duration and click All Done!

Early Bird and Late Fee Pricing

Use Sale Item price variations to create promotional early pricing options or fees to encourage early registration. Price variations automatically activate according to the date ranges applied during the creation of the sale item.

  1. Sign in to "SportsEngine HQ."

  2. Click on Financials > Sale Items.

  3. Click Add Sale Item.

  4. Enter the name of your sale item.

  5. In the Sale Item Type field, select Registration and Invoicing.

  6. Enter the SKU (optional).

  7. Input the default sale item price.

    • NOTE: This is the standard price that the item will default to when variation time frames are inactive.

  8. Click Add price variation.

  9. Enter the variation name.

    • This name will appear on sales reports.

  10. Enter the variation price.

  11. Select the start and end date for the price variation.

    • If using multiple variations on the same sale item, the dates cannot overlap.

  12. To add another variation, click Add another price variation.

  13. Once complete, select the Upfront Payment Options.

  14. Click Add.

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