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Payment reminder emails for overdue fees

Purpose

 1.1. Automate tracking and emailing of overdue fee reminders to Aikido club members, minimizing manual administrative tasks.
 1.2. Ensure timely collection of payments, prompt communication, and efficient record-keeping.
 1.3. Enhance financial stability and professional engagement with club members.

Trigger Conditions

 2.1. Member payment status marked as ‘overdue’ in payment tracking system.
 2.2. Due date previously set and passed for the specific member’s fee.
 2.3. System confirms no recent payment activity or manual flag for reminder.

Platform Variants


 3.1. Gmail API
  3.1.1. Feature/Setting: Use "users.messages.send" for automated email reminders; configure OAuth2 access and JSON email body.

 3.2. Outlook/Office 365 Graph API
  3.2.1. Feature/Setting: Configure "sendMail" endpoint; set triggers for overdue status and enable token-based authorization.

 3.3. SendGrid
  3.3.1. Feature/Setting: Use "Mail Send API v3" for transactional reminders; add dynamic variables for member details.

 3.4. Mailgun
  3.4.1. Feature/Setting: Set up "messages" API; personalize subject/body using club membership fields.

 3.5. Amazon SES
  3.5.1. Feature/Setting: Use "SendEmail" function; credential configuration and email template management.

 3.6. Zoho Mail
  3.6.1. Feature/Setting: Integrate "sendMail" API; automate triggers using Zoho Flow or webhook reception.

 3.7. Slack (for staff reminders)
  3.7.1. Feature/Setting: "chat.postMessage" API; notify admins when overdue logic triggers.

 3.8. Stripe
  3.8.1. Feature/Setting: Webhook on failed/overdue invoice event; trigger custom email service.

 3.9. QuickBooks Online
  3.9.1. Feature/Setting: Utilize "Invoice" API events; send email using configured reminder workflow.

 3.10. Xero
  3.10.1. Feature/Setting: Enable "Invoice Reminders" and integrate via Xero API for automated triggers.

 3.11. Mailchimp Transactional Email (Mandrill)
  3.11.1. Feature/Setting: Use "messages/send-template"; auto-populate member data fields.

 3.12. Pabbly
  3.12.1. Feature/Setting: Email automation triggers; connect payment data and overdue events.

 3.13. ActiveCampaign
  3.13.1. Feature/Setting: Configure automations with “if overdue” conditions; use “send email” action.

 3.14. Zoho CRM
  3.14.1. Feature/Setting: Workflow rule for payment overdue; “send mail” action to member contact.

 3.15. Salesforce
  3.15.1. Feature/Setting: Workflow or Flow Builder; trigger “send email alert” on overdue stage.

 3.16. FreshBooks
  3.16.1. Feature/Setting: Auto-reminder email under “Invoices”; configure intervals for overdue notices.

 3.17. Google Sheets + Apps Script
  3.17.1. Feature/Setting: Time-driven trigger; script filters overdue rows and sends Gmail emails.

 3.18. Airtable Automations
  3.18.1. Feature/Setting: On record update (status=overdue); configure “Send email” action.

 3.19. HubSpot
  3.19.1. Feature/Setting: Workflow on contact property change; action: “send template email.”

 3.20. Intercom
  3.20.1. Feature/Setting: Automated message trigger when overdue fee label is detected.

 3.21. Monday.com
  3.21.1. Feature/Setting: “When status changes to overdue, send email” automation.

Benefits

 4.1. Reduces staff workload—emails are sent without manual effort.
 4.2. Accelerates payment collection—with prompt, consistent reminders.
 4.3. Improves member experience—clear, timely communication.
 4.4. Enhances cash flow and financial tracking accuracy.
 4.5. Scales easily as club membership grows.

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