Payments & Financial ProcessesPurpose
1.2. Ensures seamless recurring billing, instant payment reminders, and suspension/reactivation based on payment status.
1.3. Integrates member onboarding, customized notification, digital invoicing, and financial reporting in one workflow.
1.4. Reduces manual processing, tracks expiring memberships, and enables real-time communication with members for uninterrupted facility access.
1.5. Complies with accounting, auditing, and data privacy standards while integrating multiple payment gateways.
Trigger Conditions
2.2. Pending membership payments due within configurable days (e.g., 7 days before expiry).
2.3. Receipt of payment notification from chosen gateway (success/failure).
2.4. Scheduled automated renewal dates based on membership start/renewal dates.
2.5. Manual admin flag to suspend, pause, or resume a member account.
Platform Variants
3.1. Stripe
• Feature/Setting: "Subscription API" – Configure recurring membership plans; set webhooks for payment success/failure.
• Sample: Use `/v1/subscriptions` to create plan; webhook endpoint `/v1/events`.
3.2. PayPal
• Feature/Setting: "Billing Plans & Agreements" – Automate renewal/expiration notices through `Webhook Events`.
• Sample: Configure event `BILLING.SUBSCRIPTION.CANCELLED`.
3.3. Square
• Feature/Setting: "Subscriptions API" – Automate member billing, send payment failed alerts.
• Sample: Endpoint `/v2/subscriptions`.
3.4. QuickBooks Online
• Feature/Setting: "Recurring Transactions" – Auto-generate and email renewal invoices.
• Sample: Use `CreateRecurringTransaction` API.
3.5. Xero
• Feature/Setting: "Repeat Invoices" – Set up automated repeat billing for memberships.
• Sample: Use `POST /api.xro/2.0/Invoices`.
3.6. WooCommerce
• Feature/Setting: "WooCommerce Subscriptions" – Schedule auto-renewal and expired membership triggers.
• Sample: Configure via `woocommerce_subscription_status_updated` hook.
3.7. Shopify
• Feature/Setting: "Recurring Application Charges API" – Manage renewal payments and reminder emails.
• Sample: Endpoint `/admin/api/2023-01/recurring_application_charges.json`.
3.8. Zoho Books
• Feature/Setting: "Recurring Invoices" – Automate billing notifications and report overdue payments.
• Sample: Use `POST /invoices/recurring`.
3.9. Mailchimp
• Feature/Setting: "Automated Email Journeys" – Trigger reminders and payment confirmations to members.
• Sample: Use `POST /automations`.
3.10. ActiveCampaign
• Feature/Setting: "Automation Workflows" – Notify member of renewal/payment via SMS/email.
• Sample: Use "Start an automation" with event-based triggers.
3.11. Twilio
• Feature/Setting: "Programmable SMS" – Send SMS for payment reminders and successful renewals.
• Sample: Configure with `/2010-04-01/Accounts/{AccountSid}/Messages.json`.
3.12. SendGrid
• Feature/Setting: "Transactional Email API" – Auto-send receipts, invoices, and failure notifications.
• Sample: Use `POST /v3/mail/send`.
3.13. Auth0
• Feature/Setting: "Management API" – Suspend/reactivate user access based on payment status.
• Sample: Use `PATCH /api/v2/users/{id}`.
3.14. Microsoft Power Automate
• Feature/Setting: "Scheduled Workflow Triggers" – Evaluate membership status and initiate reminders.
• Sample: Create flows with trigger "Recurrence" and actions for payment APIs.
3.15. Google Calendar
• Feature/Setting: "Event Creation API" – Add renewal reminders to member/admin calendars.
• Sample: Use `POST /calendars/calendarId/events`.
3.16. Salesforce
• Feature/Setting: "Process Builder" – Update CRM membership status upon renewal/payment.
• Sample: Configure process on object "Membership".
3.17. HubSpot
• Feature/Setting: "Workflows" – Trigger nurture and payment flows for expiring members.
• Sample: Use workflow trigger "Membership renewal date".
3.18. FreshBooks
• Feature/Setting: "Recurring Payments" – Auto-charge members and send receipts for each cycle.
• Sample: Endpoint `/recurring_profiles`.
3.19. Braintree
• Feature/Setting: "Subscriptions API" – Collect recurring fees and process status updates.
• Sample: Endpoint `/subscriptions`.
3.20. Slack
• Feature/Setting: "Incoming Webhooks" – Notify staff channels on membership suspensions or renewals.
• Sample: Use Slack Webhook URL and send `{"text":"event info"}`.
3.21. Airtable
• Feature/Setting: "Automations" – Track member payment status; trigger conditional alert workflow.
• Sample: Use Airtable scripting with `afterUpdate` logic.
3.22. MembershipWorks
• Feature/Setting: "Auto-Renewal" – Set up auto-billing and personalized renewal reminders.
• Sample: Configure at member plan level.
3.23. Calendly
• Feature/Setting: "Event Reminder Automation" – Link membership dates to automated follow-ups.
• Sample: Use "Calendly Webhooks".
3.24. Sage Intacct
• Feature/Setting: "Recurring Revenue Management" – Store and process recursive membership invoices.
• Sample: Use "Recurring Transaction API".
3.25. Paddle
• Feature/Setting: "Subscription Webhooks" – Catch renewal/cancellation and sync with CRM.
• Sample: Set up `/subscription_payment_succeeded`.
Benefits
4.2. Enhances member experience with timely notifications and uninterrupted access.
4.3. Provides scalable, consistent billing and reporting.
4.4. Increases financial transparency and supports multi-channel communication.
4.5. Ensures revenue continuity and regulatory compliance for aerial sports centers.