Setting up payment plans in registration

When configuring the Payment Plan section of your registration form, you’ll see two options:

• Custom Plan
  • Manually define installment amounts and due dates
• Dynamic Plan
  • Automatically splits payments based on your configuration

How to Set Up a Custom Plan

1. Go to Registration Form Setup
   • In your program, Create a new registration form or "Edit" an existing form

2. Navigate to the Payment Plan under Checkout settings

   

3. Choose “Add payment plan”

   

4. Name your payment plan and pick your plan type

   1. Custom - manually set your installment dates. You can add or remove installments as necessary.

      

   2. Dynamic - let the system set a plan for you based on number of installments and timing you choose.

      

5. Configure the Deposit Amount: Select either a fixed amount, a percentage of the total, or the first installment to be collected at checkout

   • Fixed Amount - a fixed amount collected at checkout, optionally collect once for the entire cart or per unique participant + registration option

     

   • % of total fee - a percent of the cart total is collected at checkout

     

   • First installment - The first installment is due at checkout

     

6. Save: Save your plan and and add any additional plans as required.

   1. Thats right, you can have multiple payment plans per registration form

      

      
      

7. Toggle: If for any reason, you need to disable a payment plan, you can toggle each plan On or Off individually.