Payment forms

Payment forms are forms with integrated payment. They extend the existing Forms that you already use for waivers and surveys. Just like regular forms, payment forms are standalone pages that have unique URLs. You can point your clients to the form, embed them on your website and even post a QR code on your wall for clients to purchase using their smartphone.

With Payment forms you can create a complete class or event registration in a single page. The form can include questions like parent, children, skills and preferences. The form can contain one item you are selling (i.e. class or event) or you can also bundle other items in the same form. Options are limitless. Best of all, since they are a single page, payment forms limit the number of clicks, steps and options a client has to make. Payment forms allow you to contextualize a purchase for your client.

To clients filling a payment form is a 3-step process:

Step 1 - Filling the form

The client fills in the form and answers questions. Answers will be used to build an invoice as per the question rules.

Step 2 - Invoice and payment

The invoice is presented based on question answers. A payment form is presented to the client.

Step 3 - Confirmation

The invoice is finalized and the payment made. The invoice/payment is sent by email to the client as an attachment in PDF format.

After a purchase is made, the client appears in the Respondents table of the payment form. A Purchases column shows you what was sold and what was paid. Click on a respondent to open up the Client billing.

# Creating a payment form

To get started click on Forms and "Create a payment form". Give your form a name and click on Create.

Choose the Create from scratch option, then Create a payment form. Give it a name and click Create.

# Designing the Form

Click on the Form tab to build your form. Click on (+) to add questions. In the Add a question dialog, select the E-Commerce tab. Choose one of the options available. You can also add images and text block by choosing the Content tab in the Add a question dialog. For example this payment form includes an image, an event/class block and an account owner question.

Adding Courses

To add a course, click on Courses and select the course to add to the form.

If you want to add more than one course to your form, choose the multiple courses option. With this option, you'll need to set enrollment rules based on your preferences.

After saving, you'll see that the course has been added to the form, allowing users to purchase it.

Events with tickets 

To add event tickets, click on Event with Ticket and select the desired event.

This will create an item that users can purchase with various options, such as adding multiple participants. A ticket with a QR code will be automatically generated along with the invoice.

Products

You can also add items like merchandise. Select the items you have created so that people can purchase them through the form.

Donation/Tip

Donations and tips can be added, including options for recurring monthly donations. You can set a minimum or maximum amount and include a donation receipt via email.

Fundraising

For fundraising, you can set a goal, such as $6,000, and allow people to contribute to that goal. You can choose whether or not to display the donors.

Invoice Items

Invoice items can also be added. For example, for room rentals, you can add items such as the number of people, the price per table, or cleaning fees.

Mandatory Invoice Items: Set mandatory items by specifying minimum and maximum quantities, making certain items required for purchase.

Variable Invoice Item: Allow your customers to purchase an item while modifying its description, quantity, and amount.

Checkbox Invoice Items: Add multiple items with sub-options. With the checkbox option, the customer can choose multiple sub-options.

Radio Button Invoice Items: Add multiple items with sub-options. With the radio button option, the customer can choose only one sub-option.

Membership

Add your memberships to your forms to allow respondents to sign up. You can make the subscription enrollment required or optional.

Contribution to an Invoice

This is useful for allowing multiple users to pay a single invoice. For example, an invoice of $1,000 for a team of 5 people. Each team member can contribute $200 to participate.

# Configuring the Payment step

Click on the Payments tab. A preview of the payment step will be displayed. Click the button to configure the payment method.

Different Payment Types Available:

Offline: Payment is made outside of the platform.
Credit Card (via Stripe): The customer pays directly at the end of the registration form with their credit card.
Gift Card: The customer can pay with a gift card that you have previously created on the platform.
Interac Transfers: The customer pays via Interac transfer through email.
Bank Transfer: Ideal for larger transactions. The customer logs into their bank account, with Stripe acting as the intermediary. The payment may remain pending for up to 5 business days before being automatically reconciled.

It is also possible to take a deposit or allow scheduled payments.

# Configuring the confirmation step

Customize the confirmation page that users see after completing the form. This page can include the invoice, additional text, or links to your website.

# Payment form options 

Click on the Options tab. Several options are available.

If your payment form also serves as a contract, Activity Messenger can include the answers to the questions in the PDF invoice document. The PDF file will be sent to the client and kept for your records. You can even include an electronic signature.

Activity Messenger uses a template for the confirmation email. You can modify it or design your own template.

You can notify one or more users (coaches or administrators) via email after a purchase. They will receive a copy of the PDF file as an attachment.

# Analytics

The Analytics tab provides charts and metrics. It gives you a summary of sales, payments and balance. It will also present charts for specific questions you may ask. Consult the Surveys and analytics help page to find out more.

# Share the form

Once your payment form is ready, click on Share to obtain a unique link, a QR code, or an embed code for your website. You can also send it via email or SMS to your participants or clients.