How to Set Up and Manage Payment Plans
Payment Plans let a family split a registration cost into scheduled installments. This covers the Payment Plans management page, the settings that govern what plans are allowed, and Flex Plans — a template-based alternative where the registrant builds their own schedule within bounds you set.
Overview
Global and Site-Specific Payment Plan Settings: The guardrails plans must follow, at the Global and Site (brand) level.
View and Manage Payment Plans: The Payment Plans management page.
Creating a Payment Plan: A fixed schedule for selected divisions/teams or a specific account/athlete.
Creating a Flex Plan: A flexible template the registrant customizes at checkout.
Know what the Registrant sees at Checkout: Pay in Full, Split Cost Across Team Roster, or Create a payment plan.
1. How to Set Payment Plan Settings
Payment Plan Settings don't create plans themselves — they establish the parameters and guardrails within which plans can be created.
Global Settings (Root Admin only)
Global Settings (Root Admin only)
NOTE: Global Settings apply everywhere unless a brand-level Site Setting overrides them.
Sign in to a PlayerFirst website.
On the left navigation, click Global Settings > Payment Plan Settings.
Click the + icon to create a new Default Payment Plan Setting, or the pencil/trash icons to edit or delete an existing one.
The following fields can be edited when creating or editing existing settings:
Event Type, Minimum Installment Fee, Deposit Payment Type, Final Payment, Final Payment Due Days Before, Flex Plans Min Installment, Flex Plans Max Installments.
Click Save.
Site Settings
Sign in to a PlayerFirst website.
On the left navigation, click Global Settings > Payment Plan Settings.
Click the + icon to create a new Default Payment Plan Setting, or the pencil/trash icons to edit or delete an existing one.
The fields in the accordion below can be edited when creating or editing existing settings.
Fields editable
Fields editable
Field | Definition |
Event Type | Select the specific Event Type(s) the settings should apply to, or enable the All Event Types field. |
Installment Fee | Fee charged on each flex installment. For fixed plans this is the default when creating a plan and the lowest fee a plan may charge. Leave blank to inherit. If set, must be at least the matching global minimum. |
Deposit Payment Type | First payment must meet this minimum for fixed and flex plans. Choose a dollar amount or a percent of registration cost. Leave unset to inherit. Zero is allowed. |
Final Payment | Last installment is this many days before program start or program end for fixed and flex plans. Leave unset to inherit. Days before start is stricter than days before end. Club (TMS) programs typically use program end. |
Final Payment Due Days Before | Number of days before the selected program date. Minimum is 7. Maximum is 120. Leave blank to inherit. If set, must be at least the matching global days. |
Min Installments | Lowest number of payments a registrant may choose. Minimum is 1. Leave blank to inherit. If set, must be at least the matching global minimum. |
Max Installments | Highest number of payments a registrant may choose. Cannot exceed 24. Leave blank to inherit. If set, cannot exceed the matching global maximum. |
NOTE: Existing payment plans are never affected by changes to these settings - only plans created afterward.
2. How to View and Manage Payment Plans
On the left navigation, click Program > Payment Plans.
Filter by Program (required to see any plans), then optionally Divisions, and Teams. Click Filter.
Review the Flex Plans and Payment Plans tables. Use the Actions column to View the payment schedule, Edit, Duplicate, or Delete a plan.
NOTE: Edit and Delete are disabled once a plan has one or more enrollments. If the terms of the plan need to be changed moving forward, duplicate the plan.
3. How to Create a Fixed Payment Plan
On the Payment Plans page, click the + button above the Fixed Payment Plans table.
At the top of the page, choose what you're creating a plan for:
Search and select a specific division if this is division specific plan.
Search and select a specific team if this is division specific plan.
Leave the Division and Team fields blank if the plan is program specific.
Under the Create a Fixed Payment Plan header, fill out the necessary fields to build out the plan. Once entered, click the Preview Plan button to view the plan that you created.
Once Preview Plan is clicked, you will be able to view the plan under the Payment Schedule header. Make edits to the plan on the table.
Under the Limit to Account or Player section, fill out the fields as necessary.
Once complete, click the Save Plan button on the bottom of the page.
NOTE: Save Plan only appears after you've generated the schedule - changing any earlier field invalidates the preview and requires regenerating it.
Create a Fixed Payment Plan Fields
Create a Fixed Payment Plan Fields
Field | Definition/Notes |
Cost of Selection | The range of costs of the selected divisions and teams. |
Cost with Platform Fee | This price will be shown when someone registers, due to a site setting indicating PlayerFirst Platform Fees will be included in the publicly displayed program price. All other fee types (ie: installment fees) are excluded and will still be shown publicly during checkout. |
Total Payments Including the First | Required field. Indicate how many payments you want the customers to make. |
Fee per Installment | Minimum installment fee amount is $20.
Payments due at checkout can not have an installment fee. |
First Payment due Immediately | Enable this field if the customer should be making the first payment of the plan at checkout. |
First Payment Date after Checkout | The date of the first payment after the customer has checked out. |
Avg Days Between Payments | Preload expected payment due dates (will be editable after initial preview). |
Limit to Account or Player Fields
Limit to Account or Player Fields
Field | Definition/Notes |
Limit to Account | Search and select the account the payment plan should apply to. |
Limit to Player | Search and select the athlete the payment plan should apply to. |
Adjustment, Adjustment Sub-Type | Enter the amount that should be taken off the invoice, along with the Adjustment Sub-Type. |
4. How to Create a Flex Plan
A Flex Plan is a template - it sets bounds (minimum/maximum installments, minimum first payment, final-payment timing) rather than a fixed schedule. The registrant builds their own plan within those bounds at checkout.
On the Payment Plans page, click the + button above the Flex Plans table.
At the top of the page, choose what you're creating a plan for:
Search and select a specific division if this is division specific plan.
Search and select a specific team if this is division specific plan.
Leave the Division and Team fields blank if the plan is program specific.
Under the Create a Flex Plan header, fill out the necessary fields to build out the plan.
Under the Limit to Account or Player section, fill out the fields as necessary.
Once complete, click the Save Flex Plan button on the bottom of the page.
Create a Flex Plan Fields
Create a Flex Plan Fields
Field | Definition/Notes |
Cost of Selection | The range of costs of the selected divisions and teams. |
Cost with Platform Fee | This price will be shown when someone registers, due to a site setting indicating PlayerFirst Platform Fees will be included in the publicly displayed program price. All other fee types (ie: installment fees) are excluded and will still be shown publicly during checkout. |
Installment Fee | Set on Payment Plan Settings. Charged on each flex installment. Registrants cannot change this fee. |
Min Installments | Lowest number of payments a registrant may choose. Minimum and default is 1. |
Max Installments | Highest number of payments a registrant may choose. Cannot exceed 24. |
Deposit Payment Type | Registrants must meet this minimum on the first payment. Choose a dollar amount or a percent of registration cost. One is required. The value must meet or exceed the brand or global minimum in the flex plan bounds notice. |
Minimum Deposit | Minimum first payment in dollars. Required when Amount is selected. Must meet or exceed the brand or global minimum in the flex plan bounds notice. Cannot exceed the cost of selection. |
Final Payment | Last installment is this many days before program start or program end. Club (TMS) programs default to program end. Other programs default to program start. Minimum is 7 days before start, or 30 days before end. |
Final Payment Due Days Before | Number of days before the selected program date. Minimum is 7. Maximum is 120. The due date updates from the program start or end date. |
Limit to Account or Player Fields
Limit to Account or Player Fields
Field | Definition/Notes |
Limit to Account | Search and select the account the payment plan should apply to. |
Limit to Player | Search and select the athlete the payment plan should apply to. |
Adjustment, Adjustment Sub-Type | Enter the amount that should be taken off the invoice, along with the Adjustment Sub-Type. |
5. What the Registrant Sees at Checkout
Fixed Payment Plans
Flex Payment Plan
