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School-level feature — managed within your school portal at yourschool.deandesk.com.
DeanDesk supports four types of discounts to help you offer flexible pricing. You can create manual discount codes for promotions, automatic rule-based discounts that apply based on student data, sibling discounts for families with multiple children, and bundle discounts when students purchase multiple products together. Open Finance → Discounts in the admin sidebar to manage your discounts.

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Discount types at a glance

TypeHow it appliesBest for
Code-basedStudent enters a code at checkoutPromotions, scholarships, referral programs
Rule-basedApplied automatically when student matches configured rulesNeed-based aid, residency discounts, role-based pricing
SiblingApplied automatically for families with multiple enrolled childrenMulti-child family discounts
BundleApplied automatically when specific products are purchased togetherPackage deals, course bundles
All discount types support either percentage (e.g., 20% off) or fixed amount (e.g., $50 off) reductions.

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Code-based discounts

Code-based discounts require the student or parent to enter a discount code during checkout.
1

Open Discounts

Go to Finance → Discounts and click Create Discount.
2

Set basic information

  • Name — an internal name for this discount (e.g., “Early Bird 2026”)
  • Description — optional notes about the discount’s purpose
  • Active — toggle on to make the discount available immediately
3

Configure the discount amount

  • Discount Type — choose Percentage (0–100%) or Fixed Amount (dollar value)
  • Amount — the discount value (e.g., 20 for 20%, or 50 for $50 off)
4

Set application type to Code-Based

Under Application Type, select Code-Based (Manual Entry).
5

Enter the discount code

Type the code students will enter at checkout (e.g., “EARLYBIRD2026”). Codes are automatically converted to uppercase and must be unique across your school.
6

Choose applicable products (optional)

Leave the Applicable Products field empty to allow the code on any product, or select specific products to restrict it.
7

Set usage limits (optional)

  • Max Total Uses — how many times the code can be used across all students (leave empty for unlimited)
  • Max Uses Per User — how many times a single student can use it
  • Valid From / Valid Until — date range when the code is active
8

Save

Click Create. Share the code with eligible students.

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Rule-based discounts

Rule-based discounts are applied automatically at checkout when a student’s profile matches the rules you define. Students never need to enter a code — the discount appears automatically if they qualify.

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How rules work

Each rule-based discount contains a rule set — one or more conditions that are evaluated against the student’s data. You choose whether all conditions must be met (AND logic) or any condition is sufficient (OR logic). Each rule has three parts:
  1. Field — the student data field to check (e.g., a custom metadata field like “Residency Status” or a derived field like “Number of Children”)
  2. Operator — the comparison to make (equals, does not equal, greater than, less than, contains, does not contain)
  3. Value — the target value to compare against

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Available rule fields

Rules can reference three sources of data:
SourceDescriptionExample fields
User fieldsCustom metadata fields defined in your school settingsResidency status, income bracket, enrollment year
Identity fieldsCustom metadata fields from the institution levelMembership tier, organization affiliation
Derived fieldsSystem-calculated values based on student dataFamily size, number of children, date of birth
The fields available in your rules depend on what custom metadata fields you have configured for your school and institution. If you do not see the fields you need, add them in your school or institution settings first.

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Create a rule-based discount

1

Create a new discount

Click Create Discount and fill in the name, discount type, and amount.
2

Set application type to Rule-Based

Select Rule-Based (Automatic).
3

Choose the logic operator

Select AND if all rules must match, or OR if any rule matching is sufficient.
4

Add rules

Click Add Rule for each condition. For each rule:
  1. Select the Field from the grouped dropdown (User Fields, Identity Fields, or Derived Fields)
  2. Select the Operator (the available operators depend on the field type)
  3. Enter the Value to match against
The value input adapts to the field type — you will see a text input for text fields, a number input for numeric fields, a date picker for date fields, a dropdown for select fields, etc.
5

Choose applicable products (optional)

Leave empty to apply to all products, or select specific products.
6

Save

Click Create. The discount now applies automatically to qualifying students at checkout.

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Example rule configurations

Income-based discount (AND logic):
  • Rule 1: “Income Bracket” equals “Low Income”
  • Rule 2: “Residency Status” equals “In-State”
  • Result: 30% off for low-income, in-state students
Multi-condition aid (OR logic):
  • Rule 1: “Financial Aid Eligible” equals “Yes”
  • Rule 2: “Number of Children” greater than 3
  • Result: $200 off if the family qualifies for financial aid OR has more than 3 children

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Sibling discounts

Sibling discounts reward families that enroll multiple children. The discount is applied automatically when a family has the required number of actively enrolled children in tuition products.
1

Create a new discount

Click Create Discount and fill in the name, discount type, and amount.
2

Set application type to Sibling

Select Sibling (Child Tuition Enrollment).
3

Configure sibling settings

  • Minimum Active Children — the number of actively enrolled children required before the discount applies (minimum 2). For example, set to 3 if the discount should only apply when a family has 3 or more children enrolled.
  • Include First Child — toggle on if the discount should also apply to the first child. When off, only the second (and subsequent) children receive the discount.
4

Choose applicable products (optional)

Select specific tuition products, or leave empty to apply to all tuition products.
5

Save

Click Create. The discount is applied automatically during checkout.
Sibling discounts can only be applied to tuition products. If you select non-tuition products, they will be removed automatically.
The sibling discount is applied once per qualifying child — it is never multiplied by the number of siblings. For example, a 10% sibling discount for a family with 3 children gives each qualifying child 10% off, not 30%.

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Bundle discounts

Bundle discounts apply automatically when a student purchases two or more specific products together in a single checkout.
1

Create a new discount

Click Create Discount and fill in the name, discount type, and amount.
2

Set application type to Bundle

Select Bundle (Multi-Product).
3

Select bundle products

In the Bundle Products field, select the two or more products that must be purchased together for the discount to apply. You must select at least 2 products.
4

Save

Click Create. The discount applies automatically when all selected products are in the same checkout.
Example: Create a 15% bundle discount that applies when a student purchases both “Fall Semester Tuition” and “Course Materials Fee” together.

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Usage constraints

All discount types support optional usage limits:
SettingPurpose
Max Total UsesMaximum number of times the discount can be used across all students. Leave empty for unlimited.
Max Uses Per UserMaximum number of times a single student can use this discount. Leave empty for unlimited.
Valid FromThe date the discount starts being available.
Valid UntilThe date the discount expires.
A discount is considered valid when it is active, within the valid date range (if set), and has not exceeded its maximum usage count.

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Combinability

By default, discounts cannot be stacked — only one discount applies per purchase. Toggle Allow Combining With Other Discounts when creating a discount if you want it to be eligible for stacking with other combinable discounts.

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Managing discounts

The discount list page shows all your discounts in a filterable table.

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Filter tabs

Use the tabs at the top to filter the list:
  • All — every discount
  • Active / Inactive — by status
  • Code-Based / Rule-Based / Sibling / Bundle — by application type

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Discount table columns

ColumnWhat it shows
NameDiscount name and description
TypePercentage or Fixed Amount
DiscountThe discount value (e.g., 20% or $50)
ApplicationThe code (for code-based), number of rules, number of required children, or number of bundle products
ProductsNumber of applicable products, or “All products”
UsageHow many times used out of the maximum
StatusActive or Inactive
ActionsEdit and Delete buttons

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Edit or delete a discount

Click the Edit button on any discount to update its settings. Click Delete to permanently remove it. Deleting a discount does not affect purchases that already used it.