Membership and class-pack billing involves tracking renewals, failed payments, and pack balances across multiple systems. Manually reconciling these details each week is time consuming and prone to errors that delay revenue and frustrate members.
An automated version scans for upcoming renewals and failed charges, retries payments, and keeps balances current without manual effort. It also sends expiry reminders and reconciles revenue automatically, reducing errors and freeing staff time.
The full workflow, from trigger to completion.
The automation checks each morning for upcoming renewals, expiring class passes, and failed charges.
The automation flags failed payments and automatically retries eligible declined charges.
For charges that still fail after retry, a billing coordinator personally emails the member to update payment details.
The automation reconciles class-pack balances and flags any passes nearing expiry.
A personalized expiry reminder is sent to the member automatically.
The automation matches settled payouts against expected billing amounts.
Matched transactions are posted and reconciled automatically.
A summary of renewals, retries, and reconciled revenue is posted to the team's channel.
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