Pay Links
This article will show you how to set up Pay Links through your Hive. Before we begin, pay links can be used for one-off purchases, or tied to a specific membership type (we’ll cover this in more detail further along). Additionally, pay links do not require the user to have an active account to process their payment for non-membership transactions, but if the pay link is set up for a membership and the user has an existing account with a credit card on file and/or active membership they will be required to log in to complete the transaction.
- To begin, go to People (CRM) >> Pay Links.
- Next, select Create to set up a new pay link>> then edit the details/settings as needed. Below is an explanation of each pay link setting:
- Name: intended for internal use, but will be displayed on the user facing side of the pay link if a Display Name has not been provided.
- Display Name: this will be the name displayed on the user facing side of the pay link.
- Description: add any information/description that pertains to what goods/service the pay link is for, which will be displayed on the user facing side of the pay link.
- Active/Enabled: if pay link is not enabled, it cannot be used by customers, but will remain for historical/audit records.
- Restrict to User: this gives you the option to restrict access to the pay link to a specific user. To enable, simply click into the drop down and select the desired user. Please note that the user you assign this to must log into their account to complete the transaction.
- Tags to Add: option to add a tag(s) that will automatically be applied to user profiles once they have successfully submitted payment. Click Add Tag, then search for and select the tag(s) you'd like to use for this pay link.
- Tags to Remove: option to remove a tag(s) that will automatically be applied to user profiles once they have successfully submitted payment. Click Add Tag, then search for and select the tag(s) you'd like to be removed once a user has submitted payment.
- Pay Link Type: there are two types of Pay Links available to choose from, which are Misc (miscellaneous) and Bundle.
- Misc can be used for one-off payments that are unrelated to any existing POS item and/or membership type. This type of pay link is ideal for things such as event registrations, workshops, facility/equipment rentals, etc. Here's a rundown on how to set up a Misc pay link type:
- Check the "Misc" pay link option
- Provide the dollar amount in the Amount field
- Choose if this amount is taxable or not by checking/unchecking the Taxable Purchase setting. If taxable purchase is enabled, you'll have additional options to either use Use Pay Link Tax Rate, which will pull the default tax rate set up for pay links in your General Settings, or to Override Pay Link Tax Rate, which gives you the option to manually add your desired tax rate for this specific pay link.
- Bundle can be used to connect existing membership types and/or POS items to the pay link. This type of pay link is ideal for bundling multiple membership types and POS items together. Here's a rundown on how to set up a Bundle pay link type:
- Check the "Bundle" pay link option
- Memberships: if you'd like to add a membership type to the bundle, click +Add (directly below Memberships), then select the desired membership type.
- Charge Amount: by default, the membership rate will be pulled its default settings, but you have the option to override this amount by checking the Override setting, then add your desired amount. Please note that if you override the default membership rate that this amount will only be applied for the first payment, then the membership will revert to its default rate for future renewals if it has auto-renew enabled. This is a convenient way to offer a discounted intro rate for a membership, then have it revert to its default rate when it renews.
- Taxable: this setting controls if the membership is taxable or not, which is enabled by default. To disable, check Override, then check "No" - Not Taxable.
- Tax Rate: the default membership tax rate will automatically be selected, which is pulled from your Membership Tax Rate from your General Settings (if applicable). If you'd like to change the tax rate, check the Override option, then you can either use the default pay link tax rate, or select and add a custom tax rate.
- POS Items: if you'd like to add a POS item to the bundle, click +Add (directly below POS Items), then select the desired item.
- You can then set up the Charge Amount, Taxable, and Tax Rate settings as outlined above.
- Repeat these steps for each additional Membership and/or POS Item you'd like to add to the bundle.
- Attempt to Save Card on File: if enabled, your Hive will attempt to save the card to the user’s profile. However, a card will only be saved on file for an existing user if they are logged in as themselves (email entered on the pay form is the same as the currently authenticated user), or the existing user does not already have a card on file nor have any active memberships.
- Redirect URL: option to redirect users to a specific page once payment has been completed through the Pay Link; to select a page, click the magnifying glass >> then select the desired page/membership signup/file.
The available URL/page options are broken down into sections, which are: - Content: includes all custom web pages available in your Hive
- Built In: includes all hard-coded (built-in) pages in your Hive, such as member account, class schedule, blog, home page, etc.
- Signup: includes all memberships types that have self signup enabled
- Files: includes all files/images uploaded to your Hive
*Please note that if a redirect URL is set up through the Pay Link that it will override any URL redirect associated with a membership signup (if applicable). - Notify Email: this is the email address that will be notified whenever a pay link transaction has been processed. By default, this will be sent to the primary notification email from your General Settings.
- Once you have finished editing the pay link settings, click Save to complete the process. You will then be provided with a snapshot of the Pay Link details.
- To preview what this will look like from the user facing side, click the pop-out icon next to the pay link URL.
- You can copy the pay link URL and paste it to any communication (Mass Email/Text, user text message, drip campaigns) you’d like to send from your Hive. You can also paste the pay link to any external application, such as Facebook, personal emails, etc., as long as they accept URL links.
We hope this helps, but please feel free to reach out to success@myfithive.com with any additional questions you may have.
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