Setting Up Payment Plans
Learn how to setup and use Payment Plans to lower the barrier of cost to your classes, workshops, and even shows!
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Learn how to setup and use Payment Plans to lower the barrier of cost to your classes, workshops, and even shows!
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Was this helpful?
Payment Plans are an optional method for customers to break up payments into smaller installments over time. For example, instead of a $100 payment, they can decide to split into four $25 payments over time. This can help with purchasing specific shows or classes that might otherwise not be able to be afforded in one payment. The amount and number of installments can be decided by you, along with which specific shows and classes you want to allow to be purchased via a plan.
Setting up Payment Plans is very straight-forward. Simply expand the "Payment Plans" option on the left-hand sidebar and select "Manage Plans"
From this page, you'll be able to create a new Payment Plan by clicking the "Create New Payment Plan" option in the upper-right:
On the creation page, you have a few options:
Plan Name: This is a custom name you can include that is displayed both internally and to the patrons.
Plan Description: This is an optional description you can use to include more details about the plan. This is included along-side the Template description (more on that below).
Select Show, Class, or Tag: This is to assign the specific events you'd like to this payment plan.
Template: This is the payment plan template you'd like. More on templates below.
We've created helpful templates for you to use with our plan.
50%/50%: This template charges 50% of the total due up front, then 50% 24 hours from the starting date of the event. If the patron purchases a plan less than 24 hours from the start of the event, then they are charged both halves at checkout.
This is an ideal plan as it ensures you have everything paid in full prior to the start of the show or class.
4 Payments: This template is modeled after what many third-party payment plan platforms provide. With the first payment due at checkout, the following three payments are each charged two weeks after the prior payment (making four payments in total over six weeks).
When a patron purchases a plan, we store their credit card information on your Square account. This allows us to automatically retrieve and charge the patron on each plan date. It is highly advised to not edit or modify the payments or customers on your Square account while they are enrolled in a plan.
You can view enrolled plans one of two ways: on the "Enrolled Plans" option in the Payment Plans dropdown, or via the Order.
