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!

Follow this guide to create your payment plan:

Steps to Complete

Visual Support

  1. Go to Pricing > Payment Plans and click on "Create Payment Plan"

  1. Add your payment plan details (name and description).

  1. Choose the number of payments and amount per payment. The total price of the payment plan will automatically be displayed.

*Optional: If you would like to include a discount for your payment plan (i.e. Early Bird), you can click Add Discount under "Time-based Discounts".

  1. Add the frequency of the payments.

  1. 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

  1. Include what types of registrations the payment plan can be used to register for.

    Example: 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.

  1. If your payment plan requires restrictions around registration limits, please check the appropriate box.

*If you're looking to allow registrations to reset after each payment, you may check the option "Limits reset with each payment".

  1. If you require restrictions like adding an access code (i.e. special payment plan for a selected group of individuals), please set these rules here.

  1. Check the appropriate Event Categories. This determines which events customers can sign up for using this payment plan.

  1. If you have a revenue category, please choose the appropriate one and click "Create Payment Plan".

Tracking Payment Plans in Progress

  1. Navigate to Reports > Auto-Renews > Recurring Revenue
  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 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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