Managing a payment plan for an event

You can create, delete, or enable a payment plan for an event. When you create a payment plan, it will become available to be enabled for all existing events. When you enable a payment plan, it will be enabled for the specific event you are creating or modifying. Both clients and staff members can choose to apply an enabled payment plan to an event when purchasing or selling the event unless the event is sold as part of a package. In this case, a payment plan will need to be applied to the package at checkout.

NoteWhen a client is purchasing an event that requires a deposit, the client may either choose to pay for the event or to only pay for the deposit. If the client chooses to pay for the event, they may select a payment plan. If the client chooses to only pay the deposit, no payment plan option will be available to them.

In this article:

    To create a payment plan:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Services.
    5. On the Services menu, click Events.
    6. On the Events page, click the event for which you want to create a payment plan. You may have to browse the list, use the Search option, or filter the list to find the event.
    7. In Advanced Settings, under Payment Plans, click Create a new payment plan.
    8. In the Total of [number] payments list, select the number of payments the client will be required to make.
    9. In the Payments made every [number] [unit of time]list, select the number of days, weeks, months, or years, to determine the frequency of the scheduled payments.
    10. Click Save.

    To delete a payment plan:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Services.
    5. On the Services menu, click Events.
    6. On the Events page, click the event whose payment plan you want to delete. You may have to browse the list, use the Search option, or filter the list to find the event.
    7. Under Payment Plans, click the Delete button  next to the payment plan you want to delete.
    8. In the confirmation popup, click OK.
    9. If the payment plan is in use, another confirmation popup will appear. In the confirmation popup, click OK.

    To enable a payment plan:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Services.
    5. On the Services menu, click Events.
    6. On the Events page, click the event for which you want to enable a payment plan. You may have to browse the list, use the Search option, or filter the list to find the event.
    7. Under Payment Plans, select the checkbox next to each payment plan you want to enable.
    8. At the bottom of the page, click SAVE.
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    Events - Managing a payment plan for an event