Automated membership dues collection and reminders

Purpose

1.1. Automate membership dues collection and reminders to minimize manual work, eliminate missed payments, and strengthen cash flow.
1.2. Automated reminders notify members of upcoming or overdue dues, and automate recurring payment collection from members’ accounts or cards.
1.3. Automating communication across SMS, email, and in-app messages to maximize response rates and reduce delinquency.
1.4. Integrate payment reconciliation and automate financial reporting to support bookkeeping accuracy.
1.5. Ensure member data securely syncs with central CRM, automating updates to membership status upon payment or delinquency.

Trigger Conditions

2.1. Dues due-dates reached (daily scheduled trigger).
2.2. Payment fails or is overdue (instant webhook or pollable trigger).
2.3. New member added (CRM updated).
2.4. Member cancels renewal (subscription update event).

Platform Variants

3.1. Stripe
• Feature/Setting: Automate Subscription API, set up webhook on invoice.upcoming and invoice.payment_failed
3.2. PayPal
• Feature/Setting: Automate Billing Agreements API, configure IPN or Webhook for payment events
3.3. Square
• Feature/Setting: Automate Invoices API, schedule reminders and automate recurring invoice creation
3.4. GoCardless
• Feature/Setting: Automate Mandates and Subscriptions API, webhook for failed/collected payments
3.5. Braintree
• Feature/Setting: Automate Subscriptions API, use webhook for subscription_charge_failed
3.6. QuickBooks Online
• Feature/Setting: Automate Recurring Sales Receipts, trigger reminders via API
3.7. Xero
• Feature/Setting: Automate Invoices endpoint, schedule payment reminders
3.8. Zoho Books
• Feature/Setting: Automate Recurring Invoices & API Reminders
3.9. Twilio SMS
• Feature/Setting: Configure programmable SMS, automate reminders on due/overdue dates
3.10. SendGrid
• Feature/Setting: Automate Transactional Email API, schedule due/overdue notifications
3.11. Mailgun
• Feature/Setting: Email sending API, automate template-based reminders
3.12. Slack
• Feature/Setting: Incoming Webhook/Reminder Bot to notify club admins
3.13. Microsoft Teams
• Feature/Setting: Automate notification to channel via Webhook connector
3.14. ActiveCampaign
• Feature/Setting: Automate email or SMS via Automation builder with payment triggers
3.15. HubSpot
• Feature/Setting: Automate workflow on payment custom property changes
3.16. Monday.com
• Feature/Setting: Board automation for tracking payment status updates
3.17. Google Sheets
• Feature/Setting: Automate updates and reminder status via Sheets API
3.18. Airtable
• Feature/Setting: Automate reminders with scripting/app automation
3.19. Salesforce
• Feature/Setting: Automate Process Builder/Flow to send reminders on payment milestones
3.20. FreshBooks
• Feature/Setting: Recurring invoice API, automate payment status polling
3.21. WhatsApp Business API
• Feature/Setting: Automate reminder message automation for due/overdue invoices
3.22. Facebook Messenger API
• Feature/Setting: Automate payment prompts using Messenger Send API
3.23. Calendly
• Feature/Setting: Automate event reminders embedding payment links
3.24. DocuSign
• Feature/Setting: Automate sending payment agreements/authorization requests
3.25. Zapier
• Feature/Setting: Automate workflow connections between payment, email, CRM
3.26. Pabbly Connect
• Feature/Setting: Automate multi-step dues collection and status updates
3.27. Intercom
• Feature/Setting: Automate in-app and email payment reminders based on member activity
3.28. MemberSpace
• Feature/Setting: Automate membership payment and notification logic
3.29. Chargebee
• Feature/Setting: Automate subscription billing, payment retries and reminders
3.30. Mailchimp
• Feature/Setting: Automate campaign triggers for dues notifications

Benefits

4.1. Automated dues collection reduces administrative overhead and manual errors.
4.2. Automating reminders minimizes late payments and improves member retention.
4.3. Easily scalable to adjust for membership growth with minimal added work.
4.4. Automated reporting and reconciliation streamline bookkeeping and cash flow visibility.
4.5. Multi-channel automating enhances communication efficiency and professionalism.
4.6. Recurring processes can be automatedly maintained with little ongoing intervention from staff.
4.7. Automation boosts member satisfaction through timely, transparent, and consistent communication.