Failed Payment Automation

Here’s how to set up failed payment automations within our Gym Management Software, starting from the “Account” tab of your Dashboard.

1. Automations

Click “Automations” tab on the left side bar to access the automation settings area.

2. Create New Automation: Send a Message: One Time

Click “Create New Automation” to start setting up a new automation rule, then select “Send a Message: One Time.”

3. Edit Automation

Click on the edit icons to customize.

4. For “When?”

Enter the number of hours, select “Failed Payment” from the drop-down list, and choose a purchase type as the trigger condition.

For Sellable Item, select any item or a specific group, package, plan, product, or online training. Then, choose either New Subscription, Existing Subscription, or One-Time Purchase as the trigger condition.

5. For “Who?”

You can select all clients, or filter clients with or without specific tags.

6. For “Send To?”

Either enable “Send to Account” or disable it and select a specific staff member from the drop-down list.

7. For “How?”

Select the delivery method for the notification.

8. For “Message”

Customize the subject and message. You can add the following variables in your message: {item}, {name}, {last4}, {failure_message}. The text will be replaced with the actual value in the message. Click the “Save” button to save your automation.

You have successfully configured a failed payment automation by setting up triggers based on client sign-up timing, subscription events, and purchase types. To verify success, ensure the automation appears in your list and triggers as expected when conditions are met. For further customization, explore additional automation rules or consult the help resources.