Payment Plans in Union

Best Practices for Payment Plans

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, the payment plan won't apply.

Instead, create your "pay in full" pricing as a pass and assign it to the same event category as your event and payment plan.

Creating a Payment Plan

  1. Navigate to Pricing > Payment Plans and click on "Create Payment Plan".
  2. Name your payment plan - This is visible to students.
  3. Write a short description of the plan - This is visible to students.
  4. Choose the number of payments, payment amount, and billing frequency.
  5. Utilize the "Payment Plan Must Be Complete" section to set restrictions based on event start or end dates.
    1. If "No restriction" is chosen, the plan will be available until the event begins, akin to a pass.
  6. Use the "Access Code Only" section to make the plan visible only with a specific code.
  7. In the "Event Categories" section, specify which events customers can sign up for using this payment plan.

Tracking Payment Plans in Progress

  1. Navigate to Reports > Sales > Payment Plans.
  2. 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 on 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 We're here to help ensure smooth planning for your events. Happy Building!

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