Ubouk
Sign in
← Help Center
Money & invoicing~5 min · 4 steps

Manage multi-course promotions with the assistant

Ask the assistant to inspect, create or change automatic discounts and check invoice savings before saving.

  1. 1

    Ask for the current rules

    Open the assistant and ask “List our multi-course promotions, including inactive ones.” You need permission to manage promotions. Ask about a rule by its name; if several match, identify the intended one from the results. The assistant can show its eligible courses, participant or family scope, tiers, status and promo-code combination setting.

  2. 2

    Describe a complete offer

    For example: “Create Family Dance: count the whole family, include all current and future courses, give 15% from 4 courses and 20% from 5, active, without combining with promo codes.” For a restricted offer, name the eligible courses. The assistant asks for missing essential details. Review the complete proposal before confirming; creating the proposal alone does not save the promotion.

  3. 3

    Change only the intended settings

    Ask “Add a 25% tier from 6 courses to Family Dance; keep the existing tiers” or “Deactivate Family Dance.” You can also change the name, eligible courses, counting scope, promo combination or reactivate a rule. Review the before/after details and confirm. If someone edits the rule meanwhile, review the refreshed proposal. Existing invoices keep their recorded amounts.

  4. 4

    Estimate savings without creating an invoice

    Ask for an invoice estimate for a named client, courses and participants, optionally with a promo code. The assistant checks the current catalog prices and active rules, explains the reached tiers and shows discounts, tax and total. An estimate creates no invoice or registration, reserves no places and consumes no promo uses. It follows invoice pricing; portal membership discounts and family credit can change the checkout balance. Ask to create the invoice only when ready and review that separate proposal.

Keep going

Money & invoicing
Create automatic multi-course discounts

Set eligible courses, participant or family counting, and progressive discount tiers.

Money & invoicing
Edit and deactivate promotions

Find promo codes and automatic discounts in one list and maintain their settings.

Money & invoicing
Apply multi-course discounts to new invoices

Bill qualifying courses together and check automatic, promo and manual adjustments.