Setting up Deposit Programs for Exhibitor and Sponsor Applications

PheedLoop offers an optional deposit programs that exhibitor and sponsor applicants can pay now with the remainder being paid at a later date. This will provide an optional step in the checkout process where applicants can pay a partial amount. It is still the responsibility of the event organizer to follow up with the remainder of the payment.

1. From the Event Dashboard, navigate to Exhibitors or Sponsors > Application Portal
2. Scroll down to Contract Settings, here you can use two methods when calculating the deposit amount

Contract Deposit Amount

The minimum dollar amount an applicant can opt to pay before checkout. The remaining amount can be paid at a later date, this is normally set by Contract Payment Due Date but a due date is not mandatory.

Contract Deposit Percent

The minimum percentage an applicant can opt to pay before checkout. Please note, this setting will be overridden by Contract Deposit Amount if configured. Set Contract Deposit Amount to 0 if you would like Contract Deposit Percent to be present.

3. Select Save Changes

The exhibitor/sponsor applicant will now be able to opt into the deposit program when checking out. At some point in the future, the event organizer(s) will need to create a new payment for the remaining payment.

Testing the Exhibitor Application Deposit Program

Before sharing the application to interested parties, we recommend testing out the application to ensure everything works.

To access the Exhibitor or Sponsor Application:

1. From the Event Dashboard, navigate to Event Portals > Application Portals
2. Select Exhibitor Application or Sponsor Application

You will be directed to the exhibitor application page which will allow you to fill out an application. 

Creating Payments for Exhibitors

If an exhibitor opts for the deposit program, the remaining amount owed can be tracked from the event dashboard. The exhibitor page is great for tracking the payments from exhibitors.

1. From the Event Dashboard, navigate to Exhibitors > Exhibitors or Sponsors > Sponsors
2. Select the Exhibitor/Sponsor you wish to charge from the list
3. Navigate to Order Summary
4. Scroll down to Payments
5. Select Add Payment
6. Enter the remaining amount under Amount
7. Select Save Changes