How to | Offline Payments for Event Registration

Offline payments give you the flexibility to manage event registration fees outside of the hapily registration flow. This approach allows you to:

• Set up offline payment methods alongside or instead of credit card and wallet payments.
• Automatically create a deal in a designated HubSpot pipeline upon registration.
• Empower your finance team to initiate external processes like invoicing, ACH, or wire transfers.

🎥 Video Walkthrough: 

Offline Payment Event Registration Setup - Watch Video

Step 1: Navigate to Global Payment Settings

1. Open your hapily app.
2. Navigate to the Settings tab.
3. Select the Payments option.
4. Toggle the switch to enable Offline payment methods alongside or instead of your Stripe integration options.
   
   
   
   

Step 2: Create Registration Types

1. Navigate to your specific event.
2. Go to the Registration Types section.
3. Create your registration types (e.g., VIP Pass, General Admission).
4. For each registration type, configure the Cost, Quantity, availability dates, and any specific information you need to collect from attendees.

Step 3: Configure Registration Flows

1. Navigate to the Registration Flows section for your event.
2. Select an existing flow or create a new one.
3. In the flow editor, determine which Registration Types are available and set any quantity limits (e.g., max 2 per transaction).
4. Navigate to the Payment Methods tab within the flow.
5. Select the Offline payment method to bypass immediate transaction processing and trigger the creation of a deal in HubSpot.

Step 4: The Registrant Experience

1. Registrants will navigate through your event registration flow as normal, entering their details and selecting their desired registration types.
2. At checkout, they will complete the booking process without entering payment information.

Step 5: Post-Registration Deal Creation in HubSpot

1. Upon successful registration, the contacts and their specific registrations will appear within your event in HubSpot.
2. A new Deal will automatically be generated for the primary registrant (the buyer).
3. Navigate to the hapily Transaction Pipeline.
4. Locate the new deal in the Pending stage.
5. Review the deal details, which include the buyer's contact record and line items representing the purchased registration types. Your team can now follow up with an invoice to secure payment.
   

Summary

✅ Enable the offline payment method in your global hapily settings.
✅ Create your event registration types, specifying cost and quantity.
✅ Configure your registration flow to route to the offline payment gateway.
✅ Allow registrants to complete checkout without immediate payment.
✅ Use the automatically generated HubSpot deal to track and invoice offline payments.

Next Steps:

• How to | Create a Paid Event
• Registration Flows Overview