In this user guide, I will talk you through how to set up a payment plan for your customers using Participant.
Types of payment plans
Participant features two main types of payment plans; recurring and ad hoc.
Recurring - repeating monthly or weekly payments.
Ad hoc - pre-determined payment dates, e.g., termly, deposit and remaining balance, or split payment.
How to set up recurring payments
To set up recurring payments, add the cost per month onto your price category, and then click on the calendar icon.
Here, you can set the repetition timescale (monthly or weekly), how often it repeats, whether there is an end date to the payment plan, and the payment date each month.
The first payment will be taken when the registration is made.
There is also the option to enable your customers to select the payment date, providing the ultimate flexiblity to them.
How to set up ad hoc payments
Start by adding a price category and following the same process of clicking on the calendar icon:
Select "Ad hoc" as the type of payment plan, and then add in as many payments as you require. The first payment will be taken when the registration is made, and you can then schedule a date for each remaining payment.
How to manage my scheduled payments
Participant provides you with a scheduled payments report, enabling you to locate paid, upcoming and failed payments. The system will send an email to notify your customers of each payment that is due, and if a payment fails, the system will automatically send an email to both you and your customer.
You can access the scheduled payments report here:
If you are interested in using the recurring payment functionality and have any questions, please feel free to get in touch.