Discount plans can be used to give tenants free months, a discount off of one month, a permanent discount and more. You can specify when to apply the discount such as only applying to specific unit types, or only under certain occupancy thresholds.
To create a discount plan:
|1. Navigate to Setup in SiteLink Web Edition.|
|2. Click Discount Plans.||
3. Click Add on the right.
Fill out each section:
1. Plan Name
2. Charge Category
The Type option lets you choose how the discount is applied. There are two different options:
Expiration lets you decide how long the discount will last for. There are two different options:
5. Discount Availability
This limits where the discount is available to be selected from. There are a number of options:
The Everywhere option is the most recommended option, as it allows the discount to be available wherever your customer signs up from. However, for example, you may want to create an online special which is available on your website only.
The Amount section allows you to define how much your discount will be and how it will be calculated.
If the Round option was selected in the Percentage Off option in #6, you can choose how the discount amount will be rounded (nearest $.10, $5.00 etc). For example, if you are creating a discount for 13% off the first month’s rent, for a unit that costs $75, the discount amount will be $9.75. You may choose to round the discount to the nearest $1.00 so that the discount would be an even $10.
8. Use For
This option restricts where the discount plan can be applied within SiteLink. There are 3 options:
Activation lets you choose if the discount plan is only available during a certain time period. In order to activate the discount plan for use, check the box labeled “Currently in use”.
The start and end dates allow you to choose a period where the discount plan is available. For example, if you want to create a “Summertime Special”, you may set a start date of June 1st and an end date of August 31st. The discount will not be available outside of that time period.
10. Rent Plan Occupancy Restrictions
The Rent Plan Occupancy Restrictions lets you disable the discount plan for units that are over a certain percent occupancy and/or have a certain number of units.
For example, if you enter 90% in the field labeled “Disable plan if occupancy exceeds”, the discount would no longer be available if the unit group is over 90% full. If you enter a number in the “Restrict to Unit Types/Sizes with more than” field, the discount plan would only be available to unit groups with more than that number of units(total units). You can further restrict the specific units that the discount will apply to in the next step.
Entering “0” in each box will disable this feature.
11. Rent Plan Unit Type and Size Restrictions
You can specify unit types and sizes for the discount to apply to. Check the box in this section and then click Select. Check the boxes for the unit groups that you want the discount to be available for. All other units will be excluded from the discount. If no selection are made, the discount will be available for all unit groups.
Adding a description for the plan will show call center operators what the plan is about. You can put any information you want in here to make it clear what the discount plan offers.
Click Ok when you are done.