Discounts can be managed through Financial Settings, where you can create reusable discount plans or you can apply individual discounts directly to tenants. Follow the steps below for each method.
Part 1: Setting Up a Discount Plan
Step 1: Navigate to Financial Settings
- Click the gear icon in the top-right corner to access Settings
- Select Financial Settings
- You should land on the Discount tab by default
Step 2: Create or Manage Discount Plans
- To edit, delete, or activate existing plans, use the Action button next to each listed discount
- To create a new plan, click Add Discount
Step 3: Enter Discount Plan Details
You’ll need to provide the following information:
- Name of the discount plan
- Internal Description – visible to you and your team
- Rental Hub Description – visible on your website
Then, set:
- Date Range – the period during which the discount can be applied
- Discount Termination Date – the date the discount will end for tenants it has been applied to
Step 4: Set Discount Value and Availability
- Choose the discount category and define the discount as fixed amount or percentage
- Discount category can be recurring for each invoice or one-time
- Select which facilities and unit types this discount will apply to
- Click Save to finalize and add the plan to your list
Part 2: Applying Discount Plans to Tenants
Step 1: Go to the Tenant’s Profile
- Use the search bar or find the tenant in the Tenants tab
- Inside the profile, click the Add-ons tab (just above the ledger)
- Then select Discounts
Step 2: Apply a Discount Plan
- Click Apply Discount
- A list of available discount plans will appear
- Check the box next to the plan you'd like to apply
- Click Save to finalize the discount
Note: You can also apply discount plans to new tenants during the move-in process. When selecting billing and pricing options, simply choose the desired discount plan before completing the rental.
Part 3: Giving Individual Discounts to Tenants
Sometimes you may want to give a tenant a one-time discount without creating a plan.
Step 1: Apply Discount Manually
- In the tenant's profile, go to the Rental Details section
- Click the menu icon and select Apply Discount
Step 2: Choose Invoice and Discount Value
- A list of the tenant’s outstanding invoices will appear
- Select the invoice using the checkbox on the left
- Enter the discount amount in the Enter Value box
Step 3: Add Comments and Save
- Comments are required to proceed
- Once entered, click Save
- The discount will be applied, and the tenant’s balance will be adjusted accordingly
