How can I set up installment payments?

You can offer installment payments for your event by setting up multiple products with staggered sales dates. The example below assumes a Ball taking place at the end of April, with tickets priced at £65.

Step 1: Create the Event

1. Go to Admin > Events.

2. From the Add Event From Template dropdown in the Manage menu, select Summer/Winter Ball.

3. Complete the steps in the template wizard.  Click here if you require further information.

Step 2: Set Up Installment Products

Once your event is created, set up the installment products as follows.

1. Create the Deposit Product

• Go to Manage > Tickets/Products for the event.

• Create a product called Ball Deposit.

• Product type: Booking

• Price: £20

• Sales dates: Now until 1st March

This product allows guests to secure their place with an initial deposit.

2. Create the Second Installment Product

• Copy the Ball Deposit product.

• Rename it Ball 2nd Installment.

• Price: £20

• Sales dates: 1st March until mid-April

This ensures the second payment is only available once the deposit window has closed.

3. Create the Final Payment Product

• Create a new product called Final Payment.

• Product type: Electronic Ticket

• Price: £25

• Sales dates: Mid-April until sales close

This product can include questions, allowing you to collect important information such as menu choices and table names. Click here for further information on how to add these.

Step 3: Offer a Full-Payment Option

To allow guests to pay the full ticket price upfront:

• Copy the Final Payment product.

• Rename it Ball Ticket.

• Price: £65

• Remove the sales dates so it is available from now until sales close.

This gives your community the flexibility to either pay in installments or pay in full at the point of purchase.

Step 4: Communicate with Attendees

At each stage, you can use the Bookings Report to contact guests who have purchased the deposit and remind them when the next installment is due:

1. Go to Reports > Bookings.

2. Select your event from the Events dropdown.

3. Use the report to email relevant attendees about upcoming payments.