Voucher - Create voucher (Reference Guide)

Reference Guide for all options in Create Voucher

Process & Options

1. Select {Vouchers} --> {Create Voucher} and add General Details
   • Enter [Name] of voucher to identify in list of vouchers allocated
   • Enter [Description] that will appear on voucher
   • Select [Calculation]
     • Dollars ($) - Amount to be used towards a booking or purchase
     • Percent (%) - Deduct a percentage from total of purchase
     • Giveaway - Free booking or item
   • Enter [Amount]
   • Select [Item Code] only applicable for sites with accounting integration
   • Select [Valid For]
     • Never Expires
     • Number of Days - from date created
     • Select Date Range
   • [Next]
     
     
2. Add Usage Options
   • Enable Mimimum Spend 
     • eg Spend $100 and save $50
   • Enable Minimum Player Count
     • eg Book for 4 players and save $50
   • Allow Part Use - Keep Balance
     • Voucher can continue to be used until balance zero
   • Transferable
     • Allow the voucher to be used by another registered user
   • Available for Purchases
     • All Fees - Any listed fee
     • 18 Holes
     • 9 Holes
     • Packages - Can only be used on packages
     • Equipment - Can be used for cart hire, buggy hire etc
     • Advanced (list all fees)
       • Select the fees for which the voucher can be redeemed
   • Exclusions
     • Exclude Public Holidays - Ensure fees are marked Public Holidays in setup
     • Exclude Concession Fees - Ensure fees are marked Concession in setup
     • Exclude Weekends 
   • Additional Conditions if Use
     • Extra to the standard conditions of use
   • [Next]
     
     
3. Recipients
   • Individual
     • Enter the name or email address of recipient(s)
   • Selected Categories
     • Select Member Category
     • Select Public Category
   • Communication List
     • Select from list
     • Communications List are setup in ....
   • [Next]
     
     
4. Delivery Method
   • Email - Sent to selected receipients
   • Shopping Cart - By deafult available when Public User logged In
   • Portal - By default for club member(s) will display on the portal 'My Vouchers'
   • Timing
     • Send Now
     • Schedule date and time
   • Email Template
     • Select from Available Templates
     • Preview
   • [Next]
     
     
5. Confirmation
   • Confirm sending to xx recipients
     
     
6. Review sent/status of vouchers {Vouchers} --> {Respository}

Step-by-Step Process

1. Select {Vouchers} --> {Create Voucher} and add General Details Enter [Name] of voucher and [Description] to appear on voucher Select [Calculation] Dollars ($) - Amount to be used towards a booking or purchase Percent (%) - Deduct a percentage from total of purchase Giveaway - Free booking or item Enter [Amount] Select [Item Code] only applicable for sites with accounting integration Select [Valid For] Never Expires Number of Days - from date created Select Date Range [Next]

2. Add Usage Options Enable Mimimum Spend  eg Spend $100 and save $50 Enable Minimum Player Count eg Book for 4 players and save $50 Allow Part Use - Keep Balance Voucher can continue to be used until balance zero Transferable Allow the voucher to be used by another registered user Available for Purchases All Fees - Any listed fee 18 Holes 9 Holes Packages - Can only be used on packages Equipment - Can be used for cart hire, buggy hire etc Advanced (list all fees) Select the fees for which the voucher can be redeemed Exclusions Exclude Public Holidays - Ensure fees are marked Public Holidays in setup Exclude Concession Fees - Ensure fees are marked Concession in setup Exclude Weekends  Additional Conditions if Use Extra to the standard conditions of use [Next]

3. Recipients Individual Enter the name or email address of recipient(s) Selected Categories Select Member Category Select Public Category Communication List Select from list Communications List are setup in .... [Next]

4. Delivery Method Email - Sent to selected receipients Add one at a time Shopping Cart - By deafult displays in shopping cart when completing purchase and/or booking  Portal - By default for when logged in can view	Timing Send Now Schedule date and time Email Template Select from Available Templates Preview [Next]

5. Confirmation

• Confirm sending to xx recipients

6. Review sent/status of vouchers {Vouchers} --> {Respository}