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}