As a leading provider of online registration and booking platforms, we are always looking to provide useful new functionalities to our customers. We are therefore delighted to announce the launch of an enhancement to the current Ad Hoc payment functionality, bringing new opportunities and possibilities for your payment plans.
What is an Ad Hoc payment?
An Ad Hoc payment is a user-generated payment plan; instead of taking payments on a strict monthly basis, a customised plan can be set up enabling payment dates to suit both the requirements of your organisation and the needs of your customers.
There are two ways in which your organisation can benefit from Ad Hoc payment plans;
1 – Payment spread over two or more payments
Suitable for events with more than one payment, ad hoc is ideal if you wish to set up a payment plan with customised dates. Your customers will only need to register for the first payment, as future ones will be taken automatically on the pre-determined dates.
How does it work?
Once you have initially set up your event, return to the “Details” tab, scroll down to your price categories and click on the icon.
When the pop-up screen displays, set the “Type of payment plan” to “Ad hoc” (as shown below).
Click on “Insert” and then create your payment plan;
You will be able to customise the amount and payment date set. The first payment will always be taken at the time of order with future payments set up with dates and prices of your choosing.
Once your payment plan is set up, click on “Save Changes”
2 – Deposit and balance to be taken before event starts (NEW)
If your event requires a deposit to be paid in advance and you wish to set up a payment plan, this enhancement will allow you to do just this. Simply take the deposit upon registration and set the remaining balance to be taken a certain number of days before the event starts.
How does it work?
Similar to a standard ad hoc payment, return to the “Details” tab, scroll down to your price categories and click on the icon.
When the pop-up screen displays, set the “Type of payment plan” to “Ad hoc”.
Click “Insert” to add your deposit and then click on “Save changes”. The deposit will always be taken at the time of order.
Following this, please click on insert to add the remaining payment. You will be able to select from two options as to when the remaining balance should be made.
Option 1: Select “Offset (Start date)”, this relates to the start date you entered when creating your event. You can then enter the number of days before the event start date that you would like the payment to be made.
Option 2: Select “Offset (Session)”, this will run in accordance with the first session or selected session start date chosen by the participant. You can then enter the number of days before the session start date that you would like the payment to be made.
Additional cost added on remaining balance
If you have additional costs/optional extras such as equipment hire but do not wish for these costs to be added to the deposit price, please follow the guidance notes below.
Set up a dropdown-list with the additional items listed and the value in the price text boxes. Tick the “Append prices to first recurring payment” checkbox and then save this for the cost to be added to the remaining balance.
Participant provide our customers and their clients with a secure and simplified solution to streamline their booking processes.
Ad hoc payments are just one of the many functionalities offered by Participant, you can find out about the additional features we offer here;