You can configure an event to offer one or more payment plans to participants during registration. Please follow the instructions below to create payment plans:
- Log in to ACTIVEWorks Endurance and choose your event
- Click Setup
- Click Payments and installments
- Note: If you cannot see this option, contact your Account Manager to activate it
- Click Create payment plan
- Fill in details of payment plan
- Plan name
- Available date range:
- Note: The available from date must be earlier than the event start date, configured in Step 1
- Note: In the registration workflow, a payment plan is only displayed and available to a participant if the current date is within the configured Available date range
- (Optional) Deposit: Set to charge deposit on percentage or fixed amount
- Installments: Select Monthly/Weekly/On custom dates for Charge installment
- (Optional) Check Edit installments to customize installment amounts (see Customize Payment Plan Installments Amounts)
- Set installment dates when each payment will be automatically charged
- Start/End on:
- Note: All installment dates must be earlier than the event start date, configured in Step 1
- Note: All installment dates must be later than the available from date
- Note: This option won't be available if "On custom dates" is selected for Charge installment
- Click Save
- Click Add category
- Select desired category
- Click Save
- Click Save & continue
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Additional Notes:
- Changes made to Payment Plans will only affect new payment plan registrants.
- Registrants already enrolled in the payment plan prior to a change are not affected and will continue to be charged according to the installment schedule configured and chosen when initially registered.