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Recurring class membership billing and reminders

Purpose

1. The purpose is to automate the recurring membership billing and reminders for students in ballroom dance classes, automating invoice generation, payment processing, and reminder notifications to maximize retention, ensure timely payments, and eliminate administrative manual effort.

2. Automator ensures instructors can focus on teaching while all billing cycles, subscription renewals, billing failures, and student reminders are attended to automatedly through workflow automation.

3. Automating frees staff from routine follow-ups, ensures compliance with payment terms, and enhances user experience by automating all membership cycles, reducing churn, and keeping cash flow predictable.


Trigger Conditions

1. Scheduled date/time for recurring billing (e.g., monthly, quarterly).

2. Subscription renewal due (approaching or lapsed).

3. Failed or late payment event from billing gateway.

4. Upcoming class reminder (configurable days before scheduled session).

5. Manual override or instructor-triggered billing process.


Platform Variants

1. Stripe

 • Feature/Setting: Automate with the "Create Subscription" and "Invoice Upcoming" APIs to trigger charges and send reminders.

2. PayPal

 • Feature/Setting: Automate the "Billing Plans & Agreements" endpoint for recurring charges and "Reminders" notifications.

3. Square

 • Feature/Setting: Use "Subscriptions API" to automate recurring invoices and configure automated payment reminders.

4. QuickBooks

 • Feature/Setting: Utilize "Recurring Sales Receipts" automation and "Payment Due Reminder" email functionality.

5. Xero

 • Feature/Setting: Automate with "Repeating Invoices" and "Invoice Reminders" for periodic billing.

6. Zoho Subscriptions

 • Feature/Setting: Automate via "Create Subscription" and "Reminder" rules for payments due.

7. FreshBooks

 • Feature/Setting: “Auto-bill Clients” with automated due-date reminders using FreshBooks Recurring Profiles.

8. Chargebee

 • Feature/Setting: Automate "Subscriptions API" and automated “Payment Reminder Emails”.

9. Recurly

 • Feature/Setting: Use "Subscription Renewal Events" and "Dunning Management" automation.

10. Braintree

 • Feature/Setting: “Recurring Billing” with webhooks for payment failures for automated reminders.

11. Intuit Payment

 • Feature/Setting: “CreateRecurringCharge” function and automate notification triggers.

12. Mindbody

 • Feature/Setting: “AutoPay” for memberships and “Class Reminder” emails.

13. Mailchimp

 • Feature/Setting: Automate “Transactional Email” for billing and reminder workflows.

14. Twilio SMS

 • Feature/Setting: “Programmable Messaging” API automates SMS reminders on payment/billing day.

15. SendGrid

 • Feature/Setting: “Automated Email Scheduling” for invoice and reminder notification.

16. Google Calendar

 • Feature/Setting: Automate creation of recurring calendar events for classes and payment due dates using "Events API".

17. Salesforce

 • Feature/Setting: Automation using “Scheduled Flows” and “Process Builder” for recurring invoicing.

18. Microsoft Power Automate

 • Feature/Setting: Automated cloud flows using "Recurring Billing Templates" and scheduled reminders.

19. WooCommerce

 • Feature/Setting: “WooCommerce Subscriptions” module automates billing and “Follow-Ups” for reminders.

20. Shopify

 • Feature/Setting: “Shopify Payments Subscription API” for automated membership billing and notifications.

21. Kajabi

 • Feature/Setting: "Recurring Payments" and automated event-based reminder emails.

Benefits

1. Automates repetitive billing, reducing human error and missed payments.

2. Automated reminders increase on-time payments and engagement.

3. Automator enables scalability of class membership programs without manual tracking.

4. Automated billing and communication improve professionalism and student retention.

5. Automation streamlines financial operations and integrates with popular platforms for seamless payment and notification experiences.

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