Start by selecting 'Operations' from the left hand navigation and then follow the steps below to set up your billing program.
Step 1: Update/add custom messages, documents and terms & agreements to your document libraries.
Note: Make sure to label each document specifically as you will be able to access these when creating future programs.
- Custom messages: How to add custom questions to your library
- Documents: How to view/add documents for programs
- Terms and agreements: How to add terms and agreements
Step 2: Select the 'Add New' button in the upper right hand corner of the page. A fly-out will populate where you will select 'Billing' from the program type drop down menu. Fill in all required information about your billing program and click 'Save'
Once saved, you will be directed into the new program you created to start completing details for the registration.
Step 3: Input groups and fees for the registration: How to add a new group/fee in a program
Note: Even if there is no fee associated with the billing program, you will still need to create a group for the program.
Step 4: Add custom questions for registrants to complete.
Step 5: Add a discount to the registration if you would like
Step 6: Add donation/sponsorship options for members
Step 7: Store Items- COMING SOON