How Do I Set Up a Payment Plan?

Created by Stephen Burks, Modified on Mon, Aug 17 at 11:57 AM by Stephen Burks

You can use ActivityHero's Payment Plan feature to give registrants the option to pay in monthly installments, or give the option of paying a deposit. Both options automatically charge the remaining payment to the purchaser's credit card.

Deposit Plans
Monthly Payment Plans
Adding an Existing Payment Plan to a Session
What Families See When They Register

There are two options to begin setting up a payment plan:

1. Sign into your ActivityHero account
2. Navigate to Activities & Sessions > Payment Plan

Payment Plan list with the Activities & Sessions menu open and Payment Plan highlighted

OR

When creating a session, you can select the option to add a Payment Plan near the end of the standard flow, before publishing the session.

Session setup sidebar with Payment Plans highlighted beside the Payment Plans table

Note: Users do not have the option of selecting a payment plan if the session starts within 30 days, or if the final payment is due within 30 days.

You can create two types of payment plans: Monthly payment plans and Deposit payment plans.

Deposit Plans

Deposits and Monthly Payments page with the Deposit option selected

Deposit plans allow users to make a single payment up front, with the full remaining balance automatically charged on the due date.

This deposit can be a set dollar amount or a percentage of the total registration fee.

Select a due date for when the final balance is charged.

Give this payment plan a name and click Save.

Monthly Payment Plans

Deposits and Monthly Payments page with Monthly Payments selected and a payment limit set

Monthly payment plans allow users to make a single payment up front, with the remaining balance split into equal payments. The sooner a user registers for a session, the more opportunities they have to make payments.

Monthly payments with a deposit allow for a different amount to be charged up front, with the remaining balance broken into equal amounts.

Monthly payments without a deposit automatically charge the user in equal monthly payments.

Type a date for when the full balance must be paid, as well as the number of payments that can be charged. The number of payments a user makes is based on the day they register, as well as the final due date.

The number you type in the If you want to limit the number of payments, enter the maximum number here field is the number of installments after the initial payment or deposit has been made.

Type a name for your payment plan and click Save.

Adding an Existing Payment Plan to a Session

Payment Plans section of session setup with the Spot Reservation plan selected

If you already have payment plans created, you can add them to any new session by selecting the check box in the Payment Plans section when you create the session.

What Families See When They Register

On the Activity page, families can see that payment plans are available if you have enabled a payment plan on the session.

Activity listing with the Available Payment Plans tooltip open

During the checkout process, the family can select full payment or a payment plan.

Checkout payment options showing Pay in Full and Pay Deposit

The payment dates and amounts are displayed to the family.

Payment Schedule for Deposit dialog listing the charge dates and amounts

The registration confirmation email shows the total paid as well as the balance due.

Confirmation email totals showing Session Fee, Total Paid, and Balance Due

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