How to Set up a Payment Plan

Payment Plans make it simple for participants to pay program fees in installments. At checkout, families can choose to pay in full or enroll in a payment plan. If they select a plan, their card will be charged automatically on the dates you set.

💳 How to Set up a Payment Plan

1. Create a new program (or edit an existing one) and complete the basic information

2. On the Pricing step, enter the “Pay in Full” amount, which is the total amount a registrant must pay to complete registration

3. Toggle on the Payment Plan option

4. Set the amount owed at registration (you can set this to $0 if you'd like a pay later option!)

5. Adjust the installment dates and amounts

💡 Tip: Double-check that your “Pay in Full” amount matches the total of your payment plan installments. Some organizations give a small discount for paying in full, while others keep the total the same.

👀 Viewing Payment Options at Registration

If a payment option is available, registrants can choose to Pay in Full or opt into a Payment Plan. Those who select a plan will receive an email three days before each scheduled payment as a reminder of the upcoming automated charge.

🗓️ What Happens When an Installment Date Passes

When a payment plan installment passes, that particular dollar amount will be added onto the amount due at registration for new registrants. For example, if today's date is June 1st 2025 then this is how your installments would look for new registrants:

Amount Due at Registration - $25

May 15th - $50 (this date has passed so this amount is added onto the amount due at registration)

June 15th - $50 (collected as normal)

July 15th - $50 (collected as normal)

💡 Tip: You can modify a payment plan for an existing program but it will not modify the schedule for anyone who has already signed up.