Personal discounts

A personal discount is a discount granted to an individual user. Each personal discount is based on a personal discount type, which defines how the discount reduces a fare, how long it stays valid, and which of the provider’s products it applies to. This item appears in the Control Center provider sidebar only when the personal discounts feature is active.

Personal discounts, personal discount types, and promo codes are managed at the provider level. 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 to them. A Provider Admin can view them but does not have full management access by default. See provider-specific roles for the full permission lists.

View personal discounts

Permissions: read_personal_discounts

From the provider view in Control Center, open the Personal discounts page in the provider sidebar. Each entry shows the user, the personal discount type, and when the discount was granted. Open a discount to see its details, including its remaining usages or its validity period.

Grant a personal discount

Permissions: create_personal_discounts

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

• Personal discount type. One of the provider’s active personal discount types. The discount type determines how the discount is applied and how it is consumed.
• User. The user who receives the discount.
• Channel. The reason the discount is assigned (for example, good will, promotion, another reason, or sold by an operator).
• Valid from. For a time-based discount type that is relative to creation, the date from which the discount is valid. The validity end is derived from the type’s duration. For a discount type with a fixed start and end, the validity period is taken from the type. Usage-based discount types have no validity dates.

A discount cannot be granted from an inactive personal discount type. For time-based discounts, the valid from date cannot be in the past and cannot be further ahead than the maximum advance period.

Delete a personal discount

Permissions: delete_personal_discounts

To remove a personal discount that has not yet been used, open it and select Delete. A discount cannot be deleted once it has been applied to a ride’s fare.

Deactivate a personal discount

Permissions: create_personal_discounts

To stop a discount that is already in use, open it and select Deactivate, then enter a deactivation reason. Deactivating keeps the discount on record but prevents it from being applied to further rides.