Payment Plans in Union
Payment plans work best when used in conjunction with events that accept passes.
It's important to note that you cannot use both tickets and passes (including payment plans) simultaneously. For instance, if your Yoga Teacher Training (YTT) event offers a pay-in-full option along with a desired payment plan, it will be best to create your pay-in-full option as a pass. You can utilize the "Hide from Public Passes Page" option as well!
Creating a Payment Plan
- Name your payment plan - This is visible to students.
- Write a short description of the plan - This is visible to students.
- Choose the number of payments, payment amount, and billing frequency.
- Utilize the "Payment Plan Must Be Complete" section to set restrictions based on event start or end dates.
- If "No restriction" is chosen, the plan will be available until the event begins, akin to a pass.
- Use the "Access Code Only" section to make the plan visible only with a specific code.
- In the "Event Categories" section, specify which events customers can sign up for using this payment plan.
Steps to Create a New Payment Plan |
Visual Guidance |
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| Pricing > Payment Plans and click on "Create Payment Plan" |
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| Add your payment plan details (name and description) |
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| *Optional: If you would like to include a discount for your payment plan (i.e. Early Bird), you can click Add Discount. |
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| Add how often the payments will recur |
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Choose when the payments must be completed. No Restriction: Payments will be made until completion no matter when the event begins or ends (i.e. YTT) Before Performance Ends: Payments must be completed before the event end date. Before Performance Starts: Payments must be completed before the event start date |
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Include what types of registrations the payment plan can be used to register for. Examples: If it's an In-Person only event, you will want to deselect Livestreaming, Replays, External URLs, and Video Calls. If it's a hybrid event, you can leave it all. |
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If your payment plan requires restrictions around registration limits, please check the appropriate box. *Limits reset with each payment: If you're looking to offer 8 registrations per recurrence, you can check this box here. |
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| If you require restrictions like hiding a pass from everyone (i.e. special payment plan for a selected group of individuals), please set these rules here. |
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Check the appropriate Event Categories (or single). Example: Those who are registered for a training can also register for weekly yoga classes. |
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| If you have a revenue category, please choose the appropriate one and click Create Payment Plan. |
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Tracking Payment Plans in Progress
- Navigate to Reports > Auto-Renews > Recurring Revenue
- Here, you can view a current overview of all payment plans in progress, including details such as the purchasing customer, amount paid, and remaining balance.
Please note that if you need to discontinue a payment plan, and you currently have students on said payment plan, deleting the plan WILL NOT impact the students currently on plans. Their billing will continue regardless of the plan being deleted.
Incorporating payment plans is a powerful way to enhance accessibility. If you have any further questions or require assistance, don't hesitate to get in touch at support@union.fit. We're here to help ensure smooth planning for your events. Happy Building!