How to Identify Users on Payment Plans

Once you have enabled payment plans for a session, you can easily identify which participants are using this flexible payment option directly from your registration list.

Written By communiti

Last updated 2 months ago

1. Navigate to the Session Registrations

  • Select the Manage menu in the left sidebar and choose your program category.

  • Click on the specific session you want to review.

  • Select the Registrations tab at the top of the session dashboard.

    Open Registrations Tab

2. Spot the Payment Plan Indicator

Filter by Payment Plan

The platform uses a specific visual tag to highlight users who are not paying the full amount upfront.

  • Look at the Name column in your participant list.

  • Users on a payment plan will have a small blue PP tag displayed next to their name.

  • Hovering over this tag will confirm that the user is currently on a Payment plan.

3. Review Payment Details

For more specific information regarding a participant's installments:

  • Click the Reg. info button in the Actions column for that user.

  • Select the Payment info tab to see their original deposit and any upcoming or completed installment payments.