School-level feature — managed within your school portal at
yourschool.deandesk.com.Video walkthrough
This walkthrough uses the real DeanDesk interface with the fictional Northstar Academy demo school and a calm, AI-generated English voice. Payments and outside services are not connected in the demo.
Discount types at a glance
All discount types support either percentage (e.g., 20% off) or fixed amount (e.g., $50 off) reductions.
Looking for per-student scholarship or financial aid percentages? Those are not discounts — they are per-user waived percentages applied when admins create invoices, managed on the Scholarship & Financial Aid Rates page. Use the discounts on this page for code-based or rule-based pricing at checkout.
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
Choose the Code-Based type
On the Type step, select the Code-Based card, then click Next.
3
Fill in the details
- Name — an internal name for this discount (e.g., “Early Bird 2026”)
- Description — optional notes about the discount’s purpose
- 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)
- Subscription Discount — for recurring purchases, apply to every cycle or the first cycle only
- Active — toggle on to make the discount available immediately
- Allow combining with other discounts — toggle on to let it stack with other combinable discounts
4
Enter the discount code
On the Code step, type the Discount Code students will enter at checkout (e.g., “EARLYBIRD2026”). Codes are required for code-based discounts, automatically converted to uppercase, and must be unique across your school. Click Next.
5
Choose applicable products (optional)
Use Applicable Products to include all prices of selected products, or Applicable Prices for specific plans. Leave both lists empty to allow any eligible product.
6
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
7
Save
Click Create Discount. Share the code with eligible students.
Northstar demo — Discounts — Code-Based
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.
Northstar demo — Discounts — Rule-Based
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:- Field — the student data field to check (e.g., a custom metadata field like “Residency Status” or a derived field like “Number of Children”)
- Operator — the comparison to make (equals, does not equal, greater than, less than, contains, does not contain)
- Value — the target value to compare against
Available rule fields
Rules can reference three sources of data: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.
Create a rule-based discount
1
Choose the Rule-Based type
Click Create Discount, select the Rule-Based card, and click Next.
2
Fill in the details
Enter the name, discount type, and amount on the Details step, then click Next.
3
Choose the match logic
On the Rules step, set Match to All (AND) if all rules must match, or Any (OR) if any rule matching is sufficient.
4
Add rules
Click Add Rule for each condition. For each rule:
- Select the Field from the grouped dropdown (User Fields, Identity Fields, or Derived Fields)
- Select the Operator (the available operators depend on the field type)
- Enter the Value to match against
5
Choose applicable products (optional)
Click Next. On Scope & Limits, leave the lists empty to apply to all products, or select specific products or prices.
6
Save
Click Create Discount. The discount now applies automatically to qualifying students at checkout.
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
- 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
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
Choose the Sibling type
Click Create Discount, select the Sibling card, and click Next.
2
Fill in the details
Enter the name, discount type, and amount on the Details step, then click Next.
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)
Click Next. On Scope & Limits, select specific products under Applicable Tuition Products (or plans under Applicable Tuition Prices), or leave both empty to apply to all tuition products.
5
Save
Click Create Discount. The discount is applied automatically during checkout.
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%.
Northstar demo — Discounts — Sibling
Bundle discounts
Bundle discounts apply automatically to eligible products in a single checkout. You can select specific eligible products, or leave the product list blank to make the bundle discount apply to every product.1
Choose the Bundle type
Click Create Discount, select the Bundle card, and click Next.
2
Fill in the details
Enter the name, discount type, and amount on the Details step, then click Next.
3
Choose whether the first product is discounted
On the Bundle step, turn on Discount the highest-priced eligible product if every eligible product should receive the discount. Turn it off if the highest-priced eligible product should stay full price and the discount should apply only to the second product and onwards. Click Next.
4
Select eligible bundle products
On Scope & Limits, select the products that can receive the discount under Eligible Bundle Products. Leave this field blank to include all products.
5
Save
Click Create Discount. The discount applies automatically when one or more eligible products are in the same checkout.
Northstar demo — Discounts — Bundle
Product and price scope
On Scope & Limits, select Applicable Products to include all pricing options of those products. Select Applicable Prices to target individual plans, such as monthly tuition without discounting the annual option. When both lists are populated, a price qualifies if its product is selected or the price itself is selected. To restrict a discount to one price of a product, select the price and leave that product unselected. Leaving both lists empty applies the discount to all eligible products and prices. Sibling discounts remain limited to tuition.Usage constraints
All discount types support optional usage limits:
A discount is considered valid when it is active, within the valid date range (if set), and has not exceeded its maximum usage count.
Combinability
By default, discounts cannot be stacked — only one discount applies per purchase. Toggle Allow combining with other discounts on the Details step if you want it to be eligible for stacking with other combinable discounts.Subscription discount duration
When a discount applies to a recurring purchase, you can choose whether it applies to every billing cycle or only the first one. Use the Subscription Discount dropdown on the Details step when creating or editing a discount:
One-time purchases always receive the discount once at checkout, regardless of which option you pick.
Managing discounts
The discount list page shows all your discounts in a filterable table.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
Northstar demo — Discounts — All
Northstar demo — Discounts — Active
Northstar demo — Discounts — Inactive
