BETA: Pay by Tokens is currently in beta. To enable this feature, contact Support. Review the FAQ below for the latest updates.
In this article:
- What is Pay by Tokens?
- Availability
- Prerequisites
- Configuration
- Learner checkout flow
- Post-checkout behavior
- FAQ
What is Pay by Tokens?
Pay by Tokens allows learners to register for eligible events using pre-paid Training Tokens purchased at the Account level.
This enables a self-serve B2B registration flow where customers consume training using an Account token balance, removing the need for manual booking requests or admin intervention.
To understand how Training Tokens work, see Training Tokens.
Availability
Pay by Tokens is currently supported only in the Student Portal: self-registration and Booking Portal flows. This payment method is not supported for Hosted WebLink or WebLink Widgets embedded on your website.
Prerequisites
- Training Tokens are configured and issued to an Account.
- The event (or learning path) has a token price configured.
- Only one token type per event is supported. If multiple token types are configured, the first token type is used.
- Eligible contacts are associated with the Account so they can use tokens and draw from the Account balance.
Configuration
Pay by Tokens requires Training Tokens to be configured, issued, and available on an Account.
Enable Pay by Tokens
This feature must be enabled before it can be used.
Navigate to: Control Panel → Training Tokens → Settings
Enable: Enable Token Issues to be Considered as Independent Balances
Set up Training Tokens
- Create Token Types
- Issue tokens to Accounts (typically via Sales Opportunities)
- Ensure Account balances are sufficient for expected usage
Token issuance can also be automated via API integrations to keep balances in sync with external sales systems.
Configure contacts
Add contacts to the Account who are eligible to:
- Redeem tokens during checkout
- View token balances in the Student Portal
- Receive token-related communications
Configure communication triggers (recommended)
Set up communication triggers to notify relevant contacts when:
- Tokens are issued
- Tokens are redeemed
- Tokens expire or expiry dates change
For full setup instructions, see:
Learner checkout flow
1) Contact logs into the Student Portal
2) Browse the course catalog
3) Select event and choose Pay by Tokens at checkout
4) Apply token code
Learners paste their unique token code and select Apply.
Post-checkout behavior
- The Account token balance is debited by the number of tokens used.
- A Booking is created for each token transaction.
- A redemption receipt and invoice are created for each token redemption (these do not need to be used operationally).
FAQ
Q: If I can pay by tokens, can I choose to pay by credit card instead?
A: Yes. Pricing is shown in currency until checkout, where the learner can select Training Tokens as the payment method.
Q: Does this feature work with our Booking Portal?
A: Yes.
Q: Does this feature work with Hosted WebLink or WebLink Widgets?
A: No. Pay by Tokens is not supported for Hosted WebLink or WebLink Widgets.
Q: Why can I not see the token balance in my Student Portal profile?
A: Only contacts configured to access Training Tokens can view the Account token balance in the portal.
Q: Does this work with Learning Paths?
A: Not yet. This flow currently supports Events only. Learning Path support is planned—contact Support or your CSM for current status.