In this article, i’ll show you how to set up a ‘pay-as-you-go’ (PAYG) payment method in the Bodillo system.
PAYG is used when you want to allow your participants to book and pay for individual sessions. Our system allows customers to pay for multiple PAYG sessions at a time.
So let’s walk you through how you set one up.
Walk through:
- Payments & Billing:
When you want to create or manage a payment method, you should head over to the ‘Payments & Billing’ section in the side nav, then select ‘Payment Methods’.
Here, you’ll have the option to amend an existing payment collection, or create a new one.
Step 1: To create a new ‘PAYG’ method, click the ‘Create New’ button.
You are given a few options here (PAYG, subscription and pay upfront). Select ‘Pay-as-you-go’ and then click ‘next’.
Step 2: payment details: Choose a payment reference for this collection which will make it easily identifiable to yourself and your customers. In our example, we’ll use ‘PAYG Session (£10)’. Then enter the amount that you charge per session or per day.
Next, you can decide whether or not you want to add a cancelation period. If you toggle it on, people will be allowed to cancel their bookings. Be sure to define the number of days your cancellation period will run for. For example, if you allow cancellations up to one week before the date block begins then you want to make sure you click on ‘Do you allow cancellations’ and then enter the number 7 into the ‘Cancellation Period’ box.
Once that’s done, click on ‘Save’ and a little box will pop up to let you know that’s been created.
You can manage the ‘PAYG’ collection method you just created and all others from the ‘Payment Collection’ table. Feel free to make any changes you require by clicking on ‘Manage’. You can also deactivate a ‘PAYG’ collection method if you no longer need it by clicking the little trash can next to your payment collection. If you accidentally delete a payment method by mistake don’t panic – you can find them again by clicking on the ‘Deactivated’ button in the top right, which will take you to a list of all of your deactivated payment methods. Find the one you want to use again and click on the ‘Reactivate’ button to bring it back to your ‘Payment Collection’ table.
Great! You’ve just set up a ‘PAYG’ payment collection.
2. Sessions
Next, we’ll show you how to assign the payment method to a session.
In the side navigation, head over to ‘Programme’ > ‘Sessions’. Create new session.
Step 1: Session details: Fill out the data about your session.
Step 2: Trial details: Decide if you want to run trials or not.
Step 3: Weekly plan: Fill out the details about your session.
Step 4: Payment collection: Here, we will assign the ‘payment collection’ method you created earlier on. (In this example we created a ‘PAYG’ collection, so we are going to click ‘Pay-as-you-go’).
Then, select the appropriate session charge you created earlier (we used ‘PAYG Session (£10)’).
And that’s it! Customers can multi-select the dates of the session they want to join when booking, and they’ll receive a booking confirmation email.
Sit back and relax and watch the payments roll in automatically every time a customer books. Which means no more chasing payments!
