How Do I Offer Instalments for a Membership Category?

Navigation: Payment Options > Membership Categories

Step 1: To begin the process of setting up instalments for a Membership Category, hover over ‘Payment Options’ in the main menu and select ‘Membership Categories’ in the drop-down menu that appears. 

Step 2: Next, select ‘Add new’.

Step 3: A text box will then appear with the options for setting up your Membership Category.

One of the questions you will be asked is, ‘Allow people to pay by instalments?’ – select, ‘Yes’.

Step 4: Once you have selected ‘Yes’ additional fields will appear.

Here, you can select the number of instalments a payment can be made in and also the frequency with which they are taken. For example, weekly or monthly.

Step 5: You will also be able to select whether you would like to charge an additional fee for paying by instalments.

If you choose ‘Yes’, enter the amount you would like the additional fee to be. This will then show you the total cost the Category will equate to, including the additional fee.

Step 5: Once you are happy with your choices and the rest of the Membership Category settings, click ‘Save and Finish’.

Alternatively, to amend an existing Membership Category so that it offers the ability to pay by instalments, follow these steps:

Step 1: Hover over ‘Payment Options’ in the main menu and select ‘Membership Categories’ in the drop-down menu that appears. 

Step 2: Next, select ‘Edit’ which can be found next to the Membership Category in question on the right-hand side.

Step 3: A text box will then appear with the existing options selected for the Membership Category.

Scroll down to the question, ‘Allow people to pay by instalments?’ and select, ‘Yes’.

Step 4: Once you have selected ‘Yes’ additional fields will appear.

Here, you can select the number of instalments a payment can be made in and also the frequency with which they are taken. For example, weekly or monthly.

Step 5: You will also be able to select whether you would like to charge an additional fee for paying by instalments.  

If you choose ‘Yes’, enter the amount you would like the additional fee to be. This will then show you the total cost the Category will equate to, including the additional fee.

Step 6: Once you are happy with your choices and the rest of the Membership Category settings, click ‘Save and Finish’.

You will now have successfully created the option for people to pay for the Membership Category in instalments.