In this article, we will walk you through the process of accommodating clients who are in the middle of a payment plan during the migration to Walla. We understand that transitioning to a new system can be challenging, especially when it comes to handling ongoing payment plans for services like yoga teacher training or retreats. Rest assured, we have prepared step-by-step instructions to ensure a smooth transition and continued support for your clients.
Step 1: Collecting Outstanding Payment Plan Information
Before the migration or shortly after, it is recommended to gather all the necessary details about the outstanding payment plans. This information includes the client's name, next payment date, outstanding amount, and the number of payments remaining. By having this data organized, you can easily track and reconcile the payment plans after the migration.
Step 2: Setting Up Payment Plans in Walla
Since Walla does not migrate enrollment attendees, we need to create individual enrollments for each outstanding payment amount. Walla's enrollment feature has a static pricing structure, so we'll work within that framework to accommodate payment plans.
Access your Walla account and navigate to the enrollment setup.
Create an enrollment for each outstanding payment plan amount.
Specify the total amount owed in the enrollment pricing, excluding any early bird pricing.
Define the payment plan details, such as the number of installments and the billing schedule.
Consider adjusting the payment terms based on your specific needs, such as collecting the entire amount before a retreat or training ends.
Step 3: Enrolling Clients in Payment Plans
Once the payment plans are set up, you can enroll clients into their respective plans within Walla.
Locate the client's enrollment and select the payment plan options.
Set the start date and billing schedule according to the client's next payment date and the remaining installments.
Proceed with enrollment and ensure the client has a valid payment card on file for automated charges.
Verify that the enrollment and payment plan details are accurately recorded in Walla.
Step 4: Replicating the Process for All Outstanding Amounts
Repeat Step 3 for each client with an outstanding payment plan, adjusting the enrollment details accordingly. This ensures that all clients are appropriately accommodated and their payment plans are seamlessly transferred to Walla.
We understand that accommodating clients with ongoing payment plans during a migration can be a complex process. However, by following the steps outlined in this article, you can effectively manage and transition these payment plans to Walla. If you have any further questions or need additional assistance, please don't hesitate to reach out to our onboarding team at welcome-team@hellowalla.com. We're here to help you navigate this process successfully!