Summary: You can let clients pay their remaining balance in smaller chunks after they pay a retainer. Turn on partial payments for the remaining balance to offer simple payment plans inside Session.
Before you start
You are logged in to Session.
You have online payments set up.
Steps
Edit the session or session type you want to offer payment plans on.
Go to the Packages & fees section.
Under Choose how you want to collect your session fees, select Collect a retainer during booking.
Scroll down and find Allow partial payments on the remaining balance.
Toggle Allow partial payments on the remaining balance to On.
In Minimum Amount, enter the smallest amount a client can pay toward the remaining balance.
Under Schedule Additional Reminders, choose how often Session should send payment reminder emails.
Save your changes.
How payment plans work
Clients pay the retainer at booking.
After booking, they can make partial payments toward the remaining balance, as long as each payment is at least the minimum amount you set.
Session sends reminder emails according to the schedule you chose so clients remember to keep paying down their balance.
Troubleshooting
I do not see the partial payments toggle.
Make sure Collect a retainer during booking is selected. The partial payments option only appears when a retainer is required.Clients are not receiving reminder emails.
Check that Schedule Additional Reminders is set to a frequency and that the remaining balance is not already paid in full.I want to turn off payment plans.
Edit the session or session type, go back to Packages & fees, and toggle Allow partial payments on the remaining balance to Off.