Membership renewal reminders and automated invoicing

Purpose

1.1. Ensure timely renewal of memberships by notifying members before expiry and generating automated invoices.
1.2. Streamline membership management, automate recurring billing, and reduce administrative workload.
1.3. Improve member retention by reducing missed renewals and providing a professional, reliable payment experience.

Trigger Conditions

2.1. Membership expiry date approaching (e.g., 30, 14, 7, 1 day(s) before).
2.2. Invoice unpaid status after defined intervals.
2.3. Membership renewal confirmation from the member.
2.4. Changes to contact details or payment method.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: API — Send SMS trigger; configure scheduled reminders for expiry and invoice.
3.2. SendGrid
• Feature/Setting: Transactional Templates API; configure email reminders and invoice dispatch.
3.3. Stripe
• Feature/Setting: Billing API — Invoice creation and payment; customer subscription management.
3.4. PayPal
• Feature/Setting: Invoicing API; schedule and send recurring membership invoices.
3.5. Mailchimp
• Feature/Setting: Automated Journey Builder; trigger email workflows based on membership expiry data.
3.6. Slack
• Feature/Setting: Incoming Webhooks; post renewal updates to admin channels.
3.7. Google Calendar
• Feature/Setting: Events API; add reminders for upcoming renewals on admin calendars.
3.8. HubSpot
• Feature/Setting: Workflows API; automate follow-ups for renewals and late payments.
3.9. QuickBooks
• Feature/Setting: API — Automated invoicing and payment reminders for members.
3.10. Xero
• Feature/Setting: Invoices API; generate and email automated invoices to members.
3.11. ActiveCampaign
• Feature/Setting: Automation Recipes; configure recurring member engagement and reminders.
3.12. Zoho CRM
• Feature/Setting: Workflow Automation; auto-assign tasks and emails on upcoming renewals.
3.13. Salesforce
• Feature/Setting: Process Builder; trigger actions when memberships near expiry.
3.14. Microsoft Teams
• Feature/Setting: Connector; alert staff of membership actions needed.
3.15. Trello
• Feature/Setting: Automation; create cards for follow-up on expiring memberships.
3.16. Asana
• Feature/Setting: Workflow Rules; task generation for membership renewals.
3.17. Gmail
• Feature/Setting: Scheduled Send; automate personalized renewal reminders.
3.18. Outlook
• Feature/Setting: Calendar Integration; set events for member expiry and invoice due dates.
3.19. DocuSign
• Feature/Setting: eSignature Templates; auto-send digital forms for consent/renewal.
3.20. Pabbly
• Feature/Setting: Subscription Billing API; configure scheduled reminder emails and invoices.
3.21. Intercom
• Feature/Setting: In-app notification API; alert users of pending or overdue renewal.
3.22. WooCommerce Subscriptions
• Feature/Setting: Automatic Renewal Emails; configure triggers for expiry reminders.
3.23. Zapier
• Feature/Setting: Multi-step Automated Workflows; connect renewal dates to any communication/invoice system.

Benefits

4.1. Minimizes manual effort, ensuring regular and timely reminders.
4.2. Reduces human error in membership and billing processes.
4.3. Increases member retention with consistent communication.
4.4. Provides clear audit trails and transparency for both staff and members.
4.5. Frees up staff time for member engagement and club development.