Payment Plans
Payment plans are templates that define how a family can split their balance into installments. You create plan options for each season, and parents choose one during registration or from their payment page. Once a parent selects a plan, Campflow sets up an Autopay schedule to collect the installments automatically.
Where to Set Up Payment Plans
Section titled “Where to Set Up Payment Plans”Payment plan options are configured in your registration and application settings:
- Go to the Settings page from the sidebar.
- Open the Registration & Application settings.
- Scroll down to the Payment Plans section.
- Click Add Plan to create a new one, or use one of the quick templates.
Creating a Payment Plan
Section titled “Creating a Payment Plan”Each plan option has:
- Name — What parents will see (for example, “3 Equal Payments” or “Monthly Installments”).
- Description — Optional details to help parents understand the plan.
- Installments — The individual payments that make up the plan. Each installment has a due date and an amount.
Setting Up Installments
Section titled “Setting Up Installments”For each installment, you define:
When it is due:
- At enrollment — Charged immediately when the parent selects this plan. This is typically a deposit or first payment.
- Fixed date — Due on a specific calendar date (for example, June 1st, 2026).
- Days before camp start — Due a certain number of days before the season starts (for example, 30 days before camp).
How much:
- Percentage — A percentage of the total balance (for example, 25%). When all installments are percentage-based, they must add up to 100%.
- Fixed amount — A specific dollar amount (for example, $500). You can mix percentage and fixed-amount installments in the same plan — fixed amounts are deducted first, and percentages apply to the remaining balance.
The last installment in a percentage-based plan automatically gets the remainder to avoid rounding issues. For example, if you have three installments of 33.33%, the last one will be 33.34% to ensure the total is exactly 100%.
Quick Templates
Section titled “Quick Templates”To save time, you can start from a pre-built template:
- 2 Equal Payments — 50% at enrollment, 50% on a date between now and camp start.
- 3 Equal Payments — Three equal installments spread between enrollment and camp start.
- 4 Equal Payments — Four equal installments spread between enrollment and camp start.
- Monthly Payments — Equal monthly installments from enrollment through camp start.
Templates are starting points — you can customize the dates and amounts after applying one.
Controlling Where Plans Appear
Section titled “Controlling Where Plans Appear”Each plan option has toggles for where it appears:
- Show on registration — Parents see this plan during the registration form.
- Show on application — Parents see this plan during the application form.
- Show on payment page — Parents see this plan on their payment link page.
You can also set one plan as the default — it will be pre-selected for parents.
What Parents See
Section titled “What Parents See”When a parent registers or visits their payment page, they see the available payment plans with the calculated dollar amounts based on their family’s balance. They select a plan, make their first payment (if the plan has an “at enrollment” installment), and save a card or bank account for future installments.
If a parent registers after some installment dates have already passed, those amounts are automatically rolled into the first payment so nothing falls through the cracks.
Managing Payment Plans
Section titled “Managing Payment Plans”- Reorder — Drag and drop plans to change the order parents see them.
- Activate / Deactivate — Toggle plans on or off. At least one plan must remain active.
- Set as default — Make a plan the pre-selected option for parents.
- Edit — Change the name, description, installments, or visibility settings.
- Delete — Remove a plan. If families are already enrolled in the plan, their existing Autopay schedules are not affected — the plan is just removed from future selections.
Good to Know
Section titled “Good to Know”- Payment plans are specific to each season. When you set up a new season, you will need to create new plan options (or copy them from a previous season).
- Once a parent selects a plan, it creates an Autopay schedule on their family’s account. You can view and manage this schedule from the family’s detail page under the Autopay section.
- If a parent makes additional payments outside the plan (for example, paying extra), the remaining plan amounts adjust automatically based on the updated balance.
- The plan is recorded on the family’s invoice so you can always see which plan they chose.