How to Create and Assign a Payment Plan to an Athlete
- Raymond Cantrell III
- Mike Romano
- Chris Gipson (Unlicensed)
- Ally Greene
Note 1: Payment plans can only be created once a program/division/team has had a price associated with it.
Note 2: You would limit a payment plan to an athlete for all individual registrations.
Sign in to a PlayerFirst website.
On the left navigation, click Program > Registration Details.
Click the Pencil icon next to your desired program.
In the bread crumb menu, click Edit Payment Plans.
Division: Choose the division which this athlete is registering for. If the athlete is registering for a team, choose the division, then choose the team the athlete is registering for.
Limit to Player: Search for and select the profile of the athlete you’re assigning the payment plan to.
Discount: If a discount is being applied to this payment plan, type the value of the discount here.
This discount will be applied to the cost of the division, with the payment plan generator automatically subtracting the discount from the cost of the division, then creating a payment plan for the remaining amount due.
Discount Type: Select the type of discount.
Discount Sub-Type: Select the discount sub-type.
Total Payments Including the First: Type in total number of payments for the payment plan.
Fee per Installment: If there is an installment fee, type the cost here. The fee will be added to each installment, so if there are 5 installments for the payment plan, there will be 5 installment fees.
First Payment Cost: If the first payment for the payment plan should be anything other than the cost of the program/division/team divided by the number of installments, input it here.
First Payment Due in Checkout: Check this check box if the first payment on the payment plan will be due at checkout.
First Payment Date after Checkout: Select the first payment date after checkout.
If the first payment is due at checkout, this date will be the date that the second payment is due.
If payment was not due at checkout, this date will be the date that the first payment is due.
Avg Days between Payment: This doesn’t have to be exact, but it allows the payment plan generator to assign approximate dates for when the remaining payments will be due. These approximate dates can be changed when you preview the payment plan.
Click Preview Plan.
Confirm payment plan is correct. Add/remove installment fees linked to payments. Edit payment due dates.
Click Save Plan.
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