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Settings - Discounts

Set up promotional discounts and control how and when they are applied to tenant accounts.

 

Discount settings can be found by selecting the gear icon in the top right to open Settings and selecting Financial Settings 

 

The Discount settings will display all the currently configured discount plans 

 

Create or Manage Discount Plans

  • To edit, delete, or archive existing plans, use the Action button next to each listed discount
  • To create a new plan, click Add Discount

 

Creating a Discount Plan

  • All discount plans will need a Plan Name, Start Date, and End date.  
    • The Start Date and End Date will be the range this plan can be applied to tenants
  • You can also add a Description on Tenant Portal to advertise your discount
    • This will show up on your 6Storage Website 
  • The Promo Code field will be what potential renters can type in at the checkout to apply their discount plan 

 

 

 

Selecting a Discount Type

  • All discount plans will need a Discount Type of One-Time, Recurring, or Custom.  
  • One-Time Discounts will apply to the tenant's next invoice 
  • If a tenant's next invoice value is lower than the discount amount the tenant may not receive the full value of the discount  
    • Discount method can be a Fixed value or Percentage 
    • Discount amount will be the value of the discount
  • Recurring Discounts apply to each invoice until a set date
    • Discount method can be a Fixed value or Percentage 
    • Discount amount will be the value of the discount
    • Termination date will be when the discount stops applying to the tenant
    • Applies to can limit the discount to specific Invoice Periods 
  • Custom Discounts can apply to a specific month
    • Pre-Pay will require the Number of Months to be paid in advance
    • Earn as You Stay will allow you to get the discount after staying for the number of months
    • Each month will have the option for a percentage or fixed value discount amount 

 

 

Selecting where a Discount Applies To

  • All discount plans can be restricted to specific Facilities, Unit Types, Unit Groups, Tenant Types, and Line Items
    • Facilities, Unit Types, and Unit Groups are set up to match your business' operations to categorize your units
    • Tenant types are either Personal or Business Users
    • Line Item Types appear on the invoices.  The discount can be specifically applied to Rent, Fees/Services, or Merchandise

 

Select Save to finalize your discount plan