To provide access to Branch Plans, you can create Branch Plan Vouchers that will be redeemed by your learners. A Console admin or a user with a custom role that has the permissions Read Vouchers, Create Vouchers, and Update Vouchers can view and set up vouchers in Console. Any Branch Plan can have vouchers, allowing learners to easily gain access to courses, events, and resources through the voucher redemption flow.

If a role has been assigned to the Branch Plan, users will also receive that role when they successfully redeem a voucher associated with the plan. If applicable, the role will be assigned at the scope selected for the Branch Plan. Users added to the plan without redeeming a voucher will not receive the role. Learn more about assigning a role to a Branch Plan in the Managing Branch Plans article.

Adding a Branch Plan Voucher

To add a new voucher to a branch plan, follow these steps:

1. Navigate to Console and under the Manage Users tab, select Plans and then the Branch Plans tab.
   
2. Search for your branch plan and select its name to open the Branch Plan Details page.
3. Select the Vouchers tab.
4. Select Add Voucher.
   
   NOTE: If the branch plan’s Valid To date is in the past, you will not be able to add a voucher because the plan has expired. However, vouchers can be added for future use if the plan’s Valid From date is in the future.
5. Select your Voucher Type.
   1. Voucher Template: A voucher template allows you to set the maximum use count and generate multiple unique, randomized codes in bulk.

      On the Properties page, complete the following fields:

      1. Voucher Name: The base name of each unique voucher code that will be generated.
      2. Random Character Count: The number of random characters that will be added to the end of the Voucher Name.
      3. Max Use Count: The number of times each voucher code can be redeemed. The default is one.
      4. Bulk Generate Count: The number of codes that will be generated.
      
   2. Individual Voucher Code: An individual voucher code allows you to set the maximum use count for one unique voucher code.

      On the Properties page, complete the following fields:

      1. Voucher Name: The name of your unique voucher code.
      2. Max Use Count: The number of times the voucher code can be redeemed. The default is one.
      

   NOTE: If the branch plan has a limited number of seats, be mindful of generating more voucher uses than the number of seats available in the plan when entering the Max Use Count.

6. Select Create Voucher.

Editing a Branch Plan Voucher

To edit an existing voucher for a branch plan:

1. Navigate to Console and under the Manage Users tab, select Plans and then the Branch Plans tab.
   
2. Search for your branch plan and select its name to open the Branch Plan Details page.
3. Select the Vouchers tab.
4. Select Edit next to the voucher you want to edit.
   
5. In the Edit Voucher window, change the Max Use Count to the desired number of redemption instances.
   
   NOTE: To deactivate the voucher, reduce the Max Use Count to match the number of redeemed uses.
6. Select Save.

Voucher Detail Page

On the Branch Plan’s Vouchers tab, selecting the Voucher Name will take you to the Voucher Detail page. This page displays the following information:

1. Voucher ID
2. Associated Plan and Plan Type
3. Redeemed Use Count and Uses Remaining
4. User ID, SIS ID, name, and email address for all users who redeemed the voucher
5. Redeemed Date
6. User’s current status

To access a specific user’s detail page, select the user’s name.

You can also view the Redeemed Use Count and Remaining Uses for the voucher and adjust its Max Use Count by selecting Edit.

Redeeming a Voucher

Once vouchers have been created, learners can redeem them to gain access to their courses. One way to redeem a voucher is through the branch’s Voucher Redemption URL.

The Voucher Redemption URL can be found by opening the Branch Details page and locating the Voucher Redemption URL on the Overview tab.

For a voucher to be successfully redeemed, the Branch Plan, Branch Plan Voucher, and branch membership of the user redeeming the voucher must meet the following criteria:

Branch Plan:

• The Valid From date is in the past.
• The Valid To date is in the future.
• The First Activation Date is in the past.
• The Last Activation Date is in the future.
• The Final Access Date has not been reached.
• The Seat Count limit has not been reached.

Branch Plan Voucher:

• The Max Use Count has not been reached.
• The voucher has not been disabled, such as when its Max Use Count is set to zero.

Branch Membership:

• The user does not have an existing branch membership. Upon redemption, the user will automatically be granted membership in the branch associated with the Branch Plan.

OR

• The user is already a member of the branch associated with the Branch Plan.

NOTE: If a role is assigned to the Branch Plan, the user will automatically receive that role after successfully redeeming the voucher. If applicable, the role will be assigned at the scope configured for the Branch Plan.

Otherwise, learners will receive an error message when attempting to redeem their vouchers, such as when the voucher is inactive, no longer valid, or has no available seats.

Users who are members of a different branch than the one associated with the Branch Plan will not be able to redeem the voucher. Their branch membership will not be updated when they attempt to redeem it.