Use the links below to skip to your section of interest.
What are payment plans used for?
Where can I see if a payment plan is available to turn on?
Payment plans don't appear to preview of tax to the customer. Will they charge tax?
Will customers be able to see their upcoming payments and history?
Can customers cancel or edit their own upcoming payments?
As a host, where can I see a customer's history and upcoming payments?
Are there notifications for failed payments? Where can I view failed payments?
Do failed payment plans auto-reschedule?
Can I use payment plans with tiered pricing?
Overview
What are payment plans used for?
If you have a high priced item, and you choose to enable a payment plan on that item, you're customers will see an option at checkout to break up their payments into smaller chunks at intervals and amounts of your choosing.
Where can I see if a payment plan is available to turn on?
When creating an item that has payment plan functionality (like a retreat), you'll see an option to 'Allow customers to use a payment plan'. This toggle can be found under the price.
Once its toggled on, you'll be prompted to set the scheduled charges.
Above, we've set the initial payment at 250, scheduled the first charge for 15 days after the initial payment, and the second for 30 days after the initial payment.
Customer experience
Payment plans don't appear to show a preview of tax to the customer. Will they charge tax?
Payment plans will charge tax.
They initially do not preview the tax they will charge the customer. But customers can preview the tax of their first charge by checking the box to use the payment plan, shown in the second screenshot below.
Will customers be able to see their upcoming payments and history?
Yes, if they login into their customer profile, and click the 'My payment plans' tab. This visibility is available on desktop only.
Can customers cancel or edit their own upcoming payments?
No. This must be done by a host from Customers > Payment Plans > Upcoming > click the upcoming payment's dropdown menu and choose cancel or edit.
Staff experience
As a host, where can I see a customer's history and upcoming payments?
You'll be able to see a customer's payment plan history (with tax included) from 3 different places.
Their profile, via Customers > Customer List > search for the customer > click Activity > Payments.
The reports page via Analytics > Reports > Payment Plan Payments.
Or, the Payment Plans page, via Customers > Payment Plans > Past.
Are there notifications for failed payments? Where can I view failed payments?
Not at this time. However, there is a report called 'Failed payment plan payments', where failed payments will be registered. This can be found under Analytics > Reports.
Do failed payment plans auto-reschedule?
Payment plan payments that fail do not auto-reschedule like subscriptions do. They must be rescheduled from Customers > Payment Plans > Past > using the dropdown menu to the right.
Can I use payment plans with tiered pricing?
(ie. if I add Tiers to a Retreat, will my payment plan account for a more expensive tier that someone selects and increase the amounts due per payment?).
Not at this time. A payment plan preview that's shown to a customer will not update automatically as customers choose a tier. The payment plan will only apply to the base price of the item, not its add-on tiers.