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Checkout ​

This page explains how your cart works, how to complete checkout, enter payment details, use coupon codes, and what happens after you pay. It also covers the scholarship checkout when that option is offered.

How the Cart Works ​

When you add a membership, class, or event to your cart, it is held there until you checkout or remove it. Gifts are not added to the cart — one-time and recurring donations are completed on the Give page.

  1. Adding items — On a product page (membership, class, or event), click Add to cart (or Enroll / Register). The item is added and the cart count usually updates on the cart icon in the header.
  2. Opening the cart — Click the cart icon in the header. A panel slides in from the right side of the screen. The panel title is Your Cart.
  3. Reviewing totals — In Your Cart and on the checkout Order Summary you may see a Subtotal, then separate discount lines — Mid-Semester Discount (when joining a class that has already started) and Member Discount (fixed member rate for classes, or a percentage discount for events) — followed by an optional Processing fee, and then the Total. Only applicable lines appear. In Your Cart, the processing fee is not added yet; when a fee applies, a note under the total reads "Any processing fee is calculated at checkout."
  4. More than one of an item — If you add several of the same thing (for example 3 event tickets or 2 family add-ons), the line shows the quantity and the price for each, such as "3 × $5.00", and the line total covers all of them.
  5. Removing items — In Your Cart, use Remove or the trash icon next to an item to take it out.
  6. Going to checkout — When you are ready to pay, click Proceed to Checkout at the bottom of Your Cart. That takes you to the checkout page.
  7. Cart badge — A number on the cart icon shows how many items are in your cart. Each ticket or add-on counts, so 3 tickets for one event show as 3.

If your cart is empty, the panel may offer a link such as Browse Classes to find something to add.

The Checkout Page ​

  1. Go to https://portal.uibeta.org/checkout, or open Your Cart from the cart icon and click Proceed to Checkout.
  2. Fill in your contact details: Email, first and last name, and Phone. Phone is required for everyone, including members who are already signed in, so staff can reach you about your order or a class change. Any format is fine. Then fill in your Billing Address. If your total is $0 (for example a free event), there is no billing address to fill in.
    • If you are not signed in and you registered for an event, these fields are already filled in from the first attendee you entered. The name is split at the first space into first and last name. You can change anything before you continue.
    • If you are not signed in and you type an email that already has an account, a sign-in window opens so you can log in first.
    • If your email looks like it has a common typo (for example gmial.com instead of gmail.com), a yellow note asks "Did you mean …?" Click Use with the suggested domain to fix it, or Keep what I typed if your address really is correct. Your receipt and class details go to this address, so it is worth a second look.
  3. Review the Order summary on the right — all items, applicable discounts, and the total. For class items purchased mid-semester, a sessions remaining note appears under the class name. If a processing fee pass-through is enabled, you will see a Processing fee line before the total. The processing fee applies to card payments only — if you select Mail a check or Pay in office, the fee is dropped and you pay the total without it.
  4. If you have a coupon or discount code, enter it in the Coupon code field and click Apply. The total updates if the code is valid.
  5. Choose how to pay — if your organization has offline payments enabled, a Payment Method section appears on this page with three options: Pay by card, Mail a check, and Pay in office. Select one. (If this section does not appear, card is the only option.) Contact and billing stay on screen the whole time.
  6. Click the button that matches how you are paying. For card, it reads Pay $X.XX and shows your live total (including the processing fee when that fee applies). For Mail a check or Pay in office, it reads Place Order. If the total is $0 (for example after a coupon), it reads Complete Order. Offline and $0 orders finish immediately — no card form appears.
  7. Card payments: a secure card form appears on the same page, below your contact and billing details. Enter your card and click Pay $X.XX. If you need to change contact, billing, coupon, or payment method after the card form appears, click Edit. That unlocks the fields and clears the card form so you can start again.

If something needs fixing

If a detail is missing or the order cannot go through (for example a class is full, or you are already registered), a red message appears right on the page. When the problem is with one field, the message shows under that field and the page jumps to it. Fix the issue and click the button again.

After your payment is accepted, you are taken to a confirmation page and receive a confirmation email.

Coupon Codes ​

If you have a discount or coupon code:

  1. On the checkout page, find the Coupon code or Discount code field.
  2. Enter the code exactly as given (check for spaces and capital letters).
  3. Click Apply (or Add). If the code is valid, the order total will update.
  4. Complete the rest of checkout as usual.

If the code does not work, check that it is correct and that it applies to the items in your cart. Some codes apply only to certain products or membership tiers.

Some codes can only be used a limited number of times. If a code has run out you will see "This coupon has reached its usage limit," and if you have already used a one-per-person code you will see "You have already used this coupon." A code can also run out between the moment you apply it and the moment you pay; if that happens, checkout tells you the coupon has reached its redemption limit. Remove the code and continue, or contact staff.

Coupons do not apply to gifts

Coupon and discount codes never reduce a donation. One-time and recurring gifts are completed on the Give page, not in the cart, so a coupon cannot be applied to them. Codes you enter at checkout still discount memberships, classes, and events in your cart as usual.

Completing Payment ​

Payment is collected through a secure card form on the checkout page. You enter your card details only on that form; the site does not store your full card number. After you click Pay $X.XX, Place Order, or Complete Order, your payment or order is processed. If it succeeds, you see a confirmation page and receive an email. If there is a problem (for example card declined), you will see a message and can try again or use another card.

Test card numbers only in test mode

If the site is in test mode, only test card numbers work. On the live site, you must use a real card. If you are unsure, contact staff.

After Payment: Confirmation Page and Email ​

  • Confirmation page — Right after a successful payment you are taken to https://portal.uibeta.org/checkout/success (or a similar success page). You can review what you bought and sometimes download a receipt or see next steps.
  • Confirmation email — A confirmation email is sent to the address on your account. It usually arrives within a few minutes. It may include a receipt, order details, and next steps (for example when and where your class meets or how to access an event).
  • Bought family add-ons? — The confirmation page shows an Invite your family members box. Click Invite family members to go to your Family page and send each person an invitation. See Family Members.

If you do not see the confirmation email

Check your spam or junk folder. If it is not there after a few minutes, contact Upstate International staff with the date and what you purchased so they can look up your order and resend the confirmation if needed.

Offline Payment Options ​

If paying by card is not convenient, select Mail a check or Pay in office from the Payment Method section on the checkout page (this section only appears when your organization has offline payments enabled). Selecting an offline option reserves your order without charging a card, and the card processing fee is not added to the total. You land on a confirmation page with the reference code, amount due, and hold deadline — this page works even if you checked out without signing in. You also receive a confirmation email with printable instructions. After you sign in, your account shows an Awaiting payment section with the pending order and its expiry date. Guests see Sign In on the confirmation page instead of a link into the account.

Hold period

If payment is not received before the expiry date, your order is automatically cancelled and you receive a notification. Place a new order if you still want to proceed.

Mail a check ​

  1. Select Mail a check on the checkout page and click Place Order.
  2. Your confirmation includes:
    • A reference code (for example UI-12345) — write this on the memo line of your check.
    • The mailing address to send the check to.
    • The exact amount due and the hold deadline.
  3. A printable copy of these instructions is in your confirmation email and in your account under Awaiting payment.

Pay in office ​

  1. Select Pay in office on the checkout page and click Place Order.
  2. Your confirmation includes:
    • A reference code (for example UI-12345) — give this to staff when you arrive.
    • The office address and hours.
    • The amount due and the hold deadline.
  3. Your account shows the order under Awaiting payment until staff confirms receipt.

Family add-ons paid by check or in office ​

If your offline order includes family add-ons, the order confirmation page shows a Next: add your family member box. Once staff record your payment, the family slots are added to your membership. Then click Go to my family page (or open Family from your account menu) to enter each person's name and email and send their invitation.

Scholarship Checkout ​

If you applied for a scholarship (subsidized membership) and it was approved, staff may send you a special link or direct you to a scholarship checkout page (for example https://portal.uibeta.org/checkout/scholarship). That flow is used when you are paying a reduced or zero amount for a membership. Follow the instructions in the email or on that page; you may not need to enter full payment details if the amount is zero. If you are unsure what to do, contact staff.

Need help? Contact Upstate International staff if your payment fails, you did not receive a confirmation email, a coupon code does not work, or you need help with scholarship checkout.

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