Personal discounts

For what this feature does, see Personal discounts in Platform.

In Control Center, personal discounts and personal discount types are managed on the provider level, from the provider sidebar rather than the product view. The Personal Discounts Manager role can create, view, update, and delete these records for a provider, and the Personal Discounts Viewer role has read-only access. See provider-specific roles for the full permission lists. To create a personal discount and assign it to a user, the corresponding personal discount type must be defined first.

View personal discounts

An overview of all personal discounts granted by the provider or purchased by the user is available at the top level of the provider overview in Control Center.

A personal discount can be bought by the passenger via ioki Passenger App, if the corresponding provider feature is active, or granted by an administrator. This is represented by an icon in the index: under Discount Type, a shopping cart is shown for a purchased discount and shaking hands for a free one.

Create a personal discount

To assign a personal discount to a user, select Create new on the personal discounts index page. Select the personal discount type and then the relevant user. Then save the form to assign the discount.

Once a personal discount has been created, it cannot be changed.

To create any time-based or time-and-usage-based discount, an operator must choose the first day of validity. The overall validity is then calculated according to the parameters set in the personal discount type.

Personal discounts can be deleted at any time.

Personal discount types

For consistency reasons, personal discount types that have already been applied cannot be edited. Price adjustments by the operator for purchasable personal discount types are still possible.

View personal discount types

From the provider overview in Control Center, select Personal discount types in the left sidebar. In this view, personal discount types are listed.

Create a personal discount type

To create a personal discount type, select Create new and enter the following information.

Settings

Title. Name of the discount type.
Description. Description of what it does.
Grant discount on all products. This discount can be used on all products that belong to the same provider.

Given Discount

Type of granted discount. Select Absolute discount, Relative discount, Fixed price per passenger (no discount), or Fixed price for the ride (no discount) from the dropdown menu.
Discount (absolute). Absolute amount of the discount.
Discount (relative). Relative amount of the discount.
Fixed price per passenger (no discount). Grant a fixed price per passenger.
Fixed price for the ride (no discount). Grant a fixed price for the ride.

Validity

Validity. Select Usage-based, Time-based, or Usage-and-time-based from the dropdown menu.

If Usage-based is selected, enter:

Number of Usages for Discount.

If Time-based is selected, enter:

Time-based validity.
Duration (relative to creation / purchase)

If Usage-and-time-based is selected, enter:

Time-based validity.
Number of Usages for Discount.
Duration (relative to creation / purchase)

Maximum usages per day In addition to the previous settings, it is possible to limit how often the personal discount is applied each day. For example, if you are creating a job ticket intended to support commuting, you can restrict the discount to two uses per day. If there is no daily limit, leave this blank.

Number of usages for discount per day. How often this discount can be used on one day. Leave blank if there is no maximum number.

Restrict discount to rides between stations with certain station categories If your product has station categories, you can restrict the discount to rides from or to stations of these categories. If no station categories are selected here, the discount will always be applied.

Station categories this discount can be used with
Conditions that need to be fulfilled for the discount be applied. Select AND: Both pickup and dropoff have one of the listed station categories, OR: Pickup or dropoff - or both - have one of the listed station categories, or XOR: Pickup or dropoff - but not both - have one of the listed station categories from the dropdown menu.

Restrict discount to rides in certain zones If your product uses a fare matrix for price calculation, you can restrict the discount to rides with a certain zone code. Please provide the zone codes this discount will apply to separated by commas.

Zone codes in which a discount can be used. If zones are defined, enter the zones in which this personal discount type can be used. Leave blank for all zones.

Discount can be purchased by customers

Purchasable. Select yes or no from the dropdown to indicate if this personal discount type can be purchased.
Price. If the personal discount type is purchasable, this is its price.

Optional recurrence rules

To add an optional recurrence rule, select Add recurrence rule and enter the following information.

Day of week. Select a day of week from the dropdown menu.
Valid from. Enter a time when the recurrence rule starts.
Valid until. Enter a time when the recurrence rule ends.

Selecting All day changes Valid until to 24:00. To copy a recurrence rule to the bottom of the list, select Copy.

If the type of personal discount is time-and-usage-based, both the expiry date and the number of available usages must be provided during creation. In this case, usage stops when either the expiry date is reached or the maximum number of usages has been used.
A personal discount type can be marked as purchasable and priced only if the corresponding provider feature is activated.

Edit a personal discount type

To edit a personal discount type, select ⚙️ > Edit in the dropdown menu. Make the desired changes and then select Save.

Deactivate a personal discount type

To deactivate a personal discount type, select ⚙️ > Deactivate in the dropdown menu.

Delete a personal discount type

To delete a personal discount type, select ⚙️ > Delete in the dropdown menu. Personal discount types can be deleted at any time.

In Control Center, personal discount types and personal discounts use provider-scoped permissions.