Navigate to the registration form you wish to add a Payment Plans to. Then click Fees and scroll down until you see Payment Plans, and check that off. You have now enabled Payment Plans for your registration form. You can click Create to begin configuring.
Fixed and Dynamic payment plans differ in how the total amount is determined and what is included in the amount due immediately.
Fixed payment plans charge for additional fees, memberships, and custom questions in the amount due immediately, and discounts will only apply to the amount due immediately.
Dynamic payment plans spread the cost of additional fees, memberships, and custom questions over the amount due immediately and all of the payments in the payment schedule. Discounts are spread out across the payments, reducing the cost of each payment and do not apply to the amount due immediately, unlike in Fixed payment plans.
Payment Plan Information
Plan Name: This is where you will enter the name of your plan. Make it something meaningful so your registrants can tell what kind of plan it is based off the name as they will only see the Plan Name when registering.
Total Amount: This will be the total amount of the plan. This amount can be decreased after registration but cannot be increased after registration
Amount Due Immediately: How much the registrant will have to pay up front during registration. This amount will be taken off the Total Amount.
Fixed Payment Plans will include any costs of Additional Fees, Memberships, and Custom Questions in the amount due immediately. This allows you to collect money for costs outside of the form base fees up front. Any discounts will reduce this amount to a minimum of $0.
Dynamic Payment Plans will only include the cost of Additional Fees and Memberships passed down from Parent Organizations in the amount due immediately. Other fees for additional fees, memberships, and custom questions will be spread out amongst the other payments. This allows the registrant to pay the other fees over the course of their payment plan. Discounts do not apply to this amount and instead reduce the amount of each payment in the plan.
Start Type: When will the first payment be taken out. The options are listed below
Fixed Date - You select the date the payment plan will begin (it must be in the future)
X Days After Initial Payment - How many days after registration will the first payment be withdrawn
A day of the next month after Initial Payment - You will be a specific day in the next month the first payment will come out. Example: If you registered on April 12 and you have it set to the 5th of the next month, the first payment will come out on May 5th.
A day of the next week after Initial Payment - This option will appear if you have the interval set to weeks instead of months. You will pick the day of the week (Monday, Tuesday, etc) of when the payment should come out.
Number of Payments: How many payments will be taken out before the full amount is paid
Payment Frequency: How often do you want the payments to come out. Every X Weeks/Months
Payment Plan Summary: This is the summary of your plan. It will show the amounts due, and the dates the amount is supposed to come out.
You can then click save and the Payment Plan will be applied to your registration form. You can click Edit on that specific Payment Plan to make changes or Delete to delete it.
When the registrants register, they will see all the payment plans you have created in the Payment Method drop down in the Payment Step.
✉️ Registrants will receive emails for the following scenarios
When they have finished registering, they will receive an email outlining their payment plan
When there is an upcoming payment, an email will be sent out 24 hours before the payment
When there is a problem with withdrawing money from the card, an email will be sent to the registrant.
When there is a change in the status for the payment plan (Paused, Stalled, Completed)
When there is a change to their payment plan (dates change, amounts change, etc)
Once you start getting registrants, you can then View My Payment Plans.