Payment Process in Events Demonstration

This article will provide a demonstration of the payment process within an event

Introduction

School's have the ability to integrate various payment portals to Consent2Go, that allows organisers to assign costs to their events. 

This article will demonstrate the different phases of the event, when a cost is associated.

Proposal

When creating a proposal, organisers are asked if there is a Student Cost for the event. Selecting "Yes" will ask the amount.

This will then flow into the planning phase.

Planning

Organisers can set-up the payment details via the Settings tile of the planning phase. In this tile, a question is asked for "Is Payment Required". When Yes is selected, the organiser has the ability to choose the payment method and amount. The current school integration options will automatically show in the Payment Method field (e.g. Stripe, eWay, PayWay).

Parent Communication

The invitation parent's receive will note the cost associated:

Once the parent has selected that their student is attending, and completed the profile update portion of the invitation, they will be presented with the payment page.

Here they will provide their card information, and select "Make Payment" when ready. 

This will process directly to the school payment portal, as Consent2Go does not handle any event based funds. We act as a gateway only, and do not interact with the payments at any time.

Managing Payments

Once the parents begin providing their responses and payment, this will become visible in the 5. Attendance tab for the organiser to monitor. The colour of the dollar symbol on the students tile will indicate the payment status:

For example, the below student has not paid for the event:

Setting a Student as Paid

If the parent is unable to make payment through the event invitation, the organiser is able to manually mark them as paid. Following the steps below:

1. On the left menu, click 'Events'.

2. Click on the desired event title. You will be taken to '5. Attendance' tab.

3. Click on '$' on required student (parent must have already given consent).

4. Enter receipt/payment details.

5. Click 'Submit' and when page is refreshed, '$' will change to white to represent Paid.

Sending a Payment Reminder

Organisers also have the ability to send reminders to families to prompt them to make payment. This can be done following the steps below:

1. Open your event and go to the 5. Attendance tab
2. From here, select "Message" and choose "Send Reminder" from the options
   
3. A pop-up will display, select "Send payment reminder to all students that have not yet paid" and click confirm when ready.
   

Generating a Payment Report

Within the 5. Attendance tab, there is a Forms button. In this is the option for Student Details Excel. This report has a tab for "Payments" which will show all invited students with their payment status.