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Send a balance due reminder

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To follow up with people who still have a balance to pay, send a reminder email explaining how much is due, how to access their profile, and how to pay the remaining balance.

View registrations with a balance due

You can find registrations with a remaining balance by filtering the table on the Registrations tab. 

  1. Select Signups at the top of the page.

  2. Choose your signup from the list.

  3. Select the Registrations tab.

  4. Select the Add filter button at the top of the list of attendee names.

  5. Filter by Balance.  

  6. Choose have a balance due.

  7. Select the Add filter button.

Send all balance due reminders

You can send balance due reminders for all registration contacts with a balance due from the Registrations tab.

  1. Select Signups at the top of the page.

  2. Choose your signup from the list.

  3. Select the Registrations tab.

  4. Select the Actions button on the right side.

  5. In the dropdown, choose Balance due reminder.

  6. In the Balance Due Reminder Email popup, choose who you'd like to send the email to based on whether or not they have received a reminder previously or in the last X number of days, and add a personal message to the body.

The balance due reminder email will include the total cost of the registration, the total amount previously paid, the balance currently due, and a button to log in to make a payment.

Send an individual balance due reminder

You can send a balance due reminder for one specific registration without sending it to everyone.

  1. Select Signups at the top of the page.

  2. Choose your signup from the list.

  3. Select the Registrations tab.

  4. Select the attendee who should receive the reminder.

  5. Under the Registration contact section, select the email button.

  6. In the dropdown, choose Balance due reminder.

  7. In the Balance Due Reminder Email popup, you can add a personal message if you would like.