We understand that there will be times users cannot pay for a registration in full on the same day. You have the ability to create and customize preset payment plans that your users can choose from.
To set up a payment plan, follow these steps:- Navigate to the Payment Plan Options tab, located under Settings for any program, season, or club card
- Click on Create Preset Payment Plan.
- A pop-up window will appear where you can enter the necessary information:
- First, specify the number of payments in the plan
- Choose between Interval or Custom Dates:
- If you choose Interval, select from the following interval types: Daily, Weekly, Monthly, or Yearly
- If you choose Custom Dates, you can select specific dates from a calendar
- If you choose Interval, select from the following interval types: Daily, Weekly, Monthly, or Yearly
- For payment plans within a Season Card, select the appropriate season signup type: Team, Free Agent, or Team Individual
- Make sure to toggle Is Active to enable the payment plan for use
- You can also enable Is Autocharge to automatically charge participants' payment methods
- Optionally, set an Upfront Payment amount, which registrants must pay to confirm their registration
- Clicking on Advanced Payment Plan Options will reveal additional settings:
- Toggle Require Pay Overdue to ensure any overdue payments are included in the next payment
- Use Before Payment Reminder to set the number of days before a payment is due to send a reminder email
- Use Missed Payment Reminder to send a reminder X days after a missed payment.
- Once you’ve finalized the details, click Save
Your payment plan is now ready to be used!