Once the payment reminders are built out and your settings are in place for this payment schedule, you can turn on this payment schedule for all your event types or indicate that you want it applied to only select event types.

To turn payment schedules on, navigate to the portal templates menu. Select the templates menu from the left-hand navigation bar and select “portal templates” from the menu that appears.

If you want this payment schedule automatically applied to all of your event types, click on the “Any Event Template.” The any event template settings will apply to all events systemwide, regardless of the event type indicated in their event details.

If you would only like to apply this payment schedule for certain event types, click on the event type tab at the top of the page. For example, if I only want to apply my payment schedule to my wedding events only, I can select the “wedding template” tab at the top of the page.

Scroll down to Step 2 on the portal template, titled, “Booking Your Lead.” At the bottom of Step 2, you will find “Payment Schedules.” To view any existing automatically applied payment schedules, select the “view” icon to the right of the text. To activate a payment schedule for this event type, select the edit pencil here.

In the pop-up window, select the “activate” button for the payment schedule you want to apply to this event type. As a reminder, if you are activating a payment schedule on the “any event template” the schedule will be applied to all your event types.

You can have multiple payment schedules built in the system and apply them to your various events manually or automatically through the portal template settings. After a payment schedule has been applied to an event type, you can still modify the schedule event to event. There are options to adjust the payment in the event edit screen if you need to do so.