Membership & Recurring Billing

Keep every member's billing current and their access status accurate without chasing payments or updating records by hand.

103 hrs
Time saved/month
11
Companies have mapped
Map This Automation

About This Automation

Membership renewal and recurring billing at sports coaching studios involves manually checking renewal dates, creating invoices, monitoring payments, and handling failed transactions. This manual process is time-consuming, error-prone, and delays revenue collection.

Automation sends renewal invoices on schedule, tracks payments in real time, retries failed charges, and updates member status automatically. The studio manager focuses only on exceptions, while revenue flows reliably and members stay current.

Key features
Send renewal invoices automatically on the member's renewal date with payment links
Monitor payment attempts and retry failed charges after three days
Update member status in your CRM based on payment outcome
Send dunning emails to members with payment issues
Post daily billing summaries to your team channel for visibility

How The Automation Works

The full workflow, from trigger to completion.

1. Member Renewal Date Reachedtrigger

The automation detects when a member's subscription renewal date arrives or a recurring charge fails.

2. Fetch Member Details

The automation retrieves the member's name, email, membership tier, and renewal amount.

3. Generate Renewal Invoice

The automation composes a professional renewal invoice with the member's details, amount due, and payment link, then sends it.

4. Create Charge

The automation attempts to charge the member's saved payment method. If the charge succeeds, the member's status is updated to 'Active'.

5. Payment Successful?

The automation checks whether the charge went through. If yes, the member is marked renewed. If no, a retry workflow begins.

6. Retry Failed Payment

For failed charges, the automation waits 3 days, then attempts the charge again. If it fails a second time, a dunning email is sent to the member.

7. Send Dunning Email

The automation sends a payment failure notice with a link to update the payment method in a self-service portal.

8. Notify Studio Manager

The automation posts a summary listing all renewals processed, successful charges, and any members requiring manual follow-up.

4 reasons to map this process

1

It's completely free

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2

You get a complete build plan

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3

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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
103hrs/month
Process pain:8.2/10
Mapped by:11 Companies

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