Manage Event Payment Method requirements

Objective


Manage Payment Method requirements for Event enrollments.

Solution


Manage Payment Method requirements from the Event Type record.

  1. Go to Activities > Events List Event Types
  2. Select the Event Type to edit.
  3. On the Summary tab, locate the Payment Method Information section.
  4. Under Do you require parents to save a payment method before enrolling into this Event Type?, select select one of the following options for Credit/Debit Card Information and Bank Account Information:
    • No
    • Yes
    • Optional
  5. Click Save Changes.

⚙️ User Permissions may limit access to this feature or functionality.

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