What you’ll find in this article
How to create payment plans that are available to all families at checkout, including Dynamic and Fixed plan setup and best practices for assigning registrations.
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What is a standard payment plan?
A standard payment plan is a global plan option that can be offered to any family at checkout for the registrations you assign it to.
If you need a one-off plan for a specific family, use Custom Payment Plans instead.
Where to create a standard payment plan
Admins can start from either entry point below. Both take you to the same place:
Programs > Payment Plans.
How Standard Payment Plans Behave
Standard Payment Plans follow a Dynamic structure by default.
This means:
If a player registers after one of the scheduled due dates, the remaining payments will automatically recalculate instead of creating overdue installments.
Any admin or financing fee included in the plan is automatically spread across the scheduled payments.
Dynamic plans support one payment per month.
Standard plans are ideal for most seasonal registrations where families may register at different times and you want the schedule to stay clean without manual adjustments.
If you need exact control over due dates, multiple payments per month, or uneven payment amounts, review the Custom Payment Plans article for Fixed plan options.
Option 1: While creating a new registration
Start creating a new registration.
On the Registration Form step, scroll to the bottom.
Select the button to create a payment plan.
You will be brought to Programs > Payment Plans.
Option 2: From Programs after registrations are already built
In the left navigation, go to Programs.
Select Payment Plans.
Select + Add Payment Plan to create a new one, or review existing plans.
Choosing between Dynamic and Fixed custom payment plans
Use this section as a quick decision guide when you are deciding which plan type to build.
Dynamic custom payment plans (recommended for most cases)
Dynamic plans are best when you want a payment plan that stays clean even if the family registers late.
Late registrations recalculate automatically: If a player signs up after one of the due dates, the plan recalculates the remaining schedule instead of creating missed payments as overdue.
Admin fees are handled automatically: If your plan includes an admin fee, Dynamic plans automatically spread the fee across the payments for you.
Simple structure: Dynamic plans support a different deposit amount, but the remaining payments follow the same structure.
One payment per month: Dynamic plans are limited to one payment per month.
Fixed custom payment plans (use when you need more control)
Fixed plans are better when you need exact control over the payment schedule and amounts.
Late registrations do not recalculate: If a player registers after a due date, the missed payments are added to the account as overdue while keeping the original due dates.
Admin fee must be built into the schedule manually: If you charge an admin fee, you will need to calculate how much of that fee is included in each payment.
Variable payment amounts: Fixed plans are a better fit when each payment needs to be a different amount (not just a different deposit).
Multiple payments per month: Fixed plans are a better fit when you need more than one payment in a month, such as split household scenarios.
Create a Dynamic standard payment plan
Step 1: Start the plan
Go to Programs > Payment Plans.
Select + Add Payment Plan.
Step 2: Settings
Enter an Internal Name.
Enter a Payment Plan Name that parents will recognize at checkout (example: “Monthly Plan”).
Select Dynamic Dates/Amounts.
Step 3: Registrations
Select the Program and Registration(s) this payment plan should be available for at checkout.
Step 4: Payments
Choose whether the initial payment is a fixed dollar amount or a percentage.
Enter how much is due for the initial payment (deposit).
Enter how many payments occur after the initial payment.
Choose when the subsequent payments are due (the day of the month or X days after registration).
Set the final date to collect payments.
For families who register after one of the due dates, choose how missed amounts should be collected.
Recommendation: Spread Across Subsequent Payments.Choose whether any months should be skipped.
Choose how price discounts and financial aid should be applied across payments.
Recommendation: Equally Distribute.Choose how percentage-based discounts and financial aid should be calculated.
Recommendation: Per Payment.
Note: This matters most if your registration has checkout options with fees.
Step 5: Review and save
Review the schedule and totals in the final step.
Select Done to save the payment plan.
Create a Fixed standard payment plan
Step 1: Start the plan
Go to Programs > Payment Plans.
Select + Add Payment Plan.
Step 2: Settings
Enter an Internal Name.
Enter a Payment Plan Name that parents will recognize at checkout.
Select Fixed Dates/Amounts.
Step 3: Registrations
Select the Program and Registration(s) this plan should be available for.
Step 4: Payments
Optional: Enter an admin fee amount if you charge one for payment plans.
Choose how price discounts and financial aid should be applied.
Recommendation: Equally Distribute.Choose how percentage-based discounts and financial aid should be calculated.
Recommendation: Per Payment.Under Payment Schedule, select Create a Payment.
For the first payment (deposit):
Enable Due at Time of Registration
Enter the Amount Due
Enable Allow Fixed Credits/Fixed Financial Aid to be Used During Registration
Add the remaining payments in the schedule, with the due dates and amounts you want.
Important: If you add an admin fee, you must manually build that fee into the payment amounts.
Step 5: Review and save
Review the schedule and totals.
Save the payment plan.
Important guidance: assigning registrations to payment plans
Dynamic payment plans
Dynamic plans can be assigned to multiple registrations as long as the deposit amount or deposit percentage is the same for each registration. The system will calculate the remaining installments based on the registration the family selects.
Fixed payment plans
Fixed plans can technically be assigned to multiple registrations, but the system will not recalculate installment amounts based on the registration price. If list prices differ across registrations, families can overpay or underpay when selecting the plan.
Related articles
Custom Payment Plans (player-specific payment plans)
Managing Payment Plans (retroactive edits after registration)
FAQs
What is the difference between a standard and a custom payment plan?
A standard payment plan is available to all families at checkout for assigned registrations. A custom payment plan is built for a specific family.
When should I use a Dynamic payment plan?
Dynamic plans are recommended for most cases, especially when you want late registrations to recalculate automatically and admin fees to be handled automatically.
When should I use a Fixed payment plan?
Use a Fixed plan when you need exact control over payment amounts, variable installment amounts, or multiple payments per month.
Can I assign one payment plan to multiple registrations?
Yes, but with caution. Dynamic plans can be assigned to multiple registrations if the deposit amount or percentage is the same. Fixed plans do not recalculate amounts based on registration price, which can cause overpayment or underpayment if prices differ.