Payment & Billing AutomationPurpose
1. Automate offering secure, one-click payment links to golf instruction clients via text, email, or chat, eliminating manual invoice sending and speeding payment collection.
2. Automates embedding unique payment URLs in communication threads, allowing clients to pay instantly, improving cash flow and operational efficiency.
3. Ensures all payment communications are tracked automatically for records and follow-ups, removing human error in billing.
Trigger Conditions
1. Automatedly triggered when a booking is made or lesson is completed in scheduling software.
2. Triggered by a manual input from the instructor (button click), automatically sending the payment link in real-time.
3. Automate sending reminders if payment is not recorded within a specified timeframe.
4. Automates payment link generation from CRM or communication tool when an invoice is marked as ready.
Platform Variants
1. Twilio SMS
- Feature/Setting: Use Programmable Messaging API, configure automated message with payment URL after session logs.
2. SendGrid
- Feature/Setting: Use Transactional Templates; automate sending of payment emails linked to student contact list.
3. Stripe
- Feature/Setting: Use Payment Links API to automate unique, expiring payment URLs per customer; configure webhook triggers.
4. PayPal
- Feature/Setting: Configure PayPal Checkout API; automate link creation for requested session amount, insert into chat/email.
5. Square
- Feature/Setting: Automate Square Online Checkout API to build payment links for each golf lesson, dispatch via selected channel.
6. WhatsApp Business API
- Feature/Setting: Automate message templates to include auto-generated payment links post-session.
7. Slack
- Feature/Setting: Use Bots/API to automate posting payment buttons in direct client channels when lessons are marked done.
8. Microsoft Teams
- Feature/Setting: Automate Adaptive Cards to send payment links in chat using Power Automate on booking completion.
9. Gmail
- Feature/Setting: Automate message composition with payment URLs via Gmail API when marked "bill client" in CRM.
10. Outlook
- Feature/Setting: Use Outlook mail API to automate payment email on meeting status "completed" or custom trigger.
11. Messenger (Facebook)
- Feature/Setting: Automate bot replies embedding checkout URLs when a session completion message is sent.
12. Telegram
- Feature/Setting: Use bot API to automate payment link delivery after lesson confirmed in calendar integration.
13. HubSpot
- Feature/Setting: Automate workflows to send payment links from CRM deals marked as closed/won.
14. ActiveCampaign
- Feature/Setting: Automate campaign triggers to email payment links when a custom field is updated to "awaiting payment".
15. Zoho CRM
- Feature/Setting: Automate workflow rules to send payment links by email/SMS post-lesson.
16. Pipedrive
- Feature/Setting: Use workflow automation to send invoices with integrated payment link on deal stage change.
17. WooCommerce
- Feature/Setting: Automate order confirmation emails with one-click payment links for incremental or follow-up bookings.
18. Shopify
- Feature/Setting: Use Shopify Flow to automate custom payment link generation and notification message upon booking.
19. FreshBooks
- Feature/Setting: Automate automated payment reminders containing direct pay links from invoice creation.
20. QuickBooks Online
- Feature/Setting: Set up workflow to automate sending email/SMS with payment link when logging service completion.
Benefits
1. Automates payment collection, reducing administrative effort and billing cycle time.
2. Automatedly increases payment compliance for golf instructors by making it frictionless for clients to pay.
3. Automating communications ensures professionalism and traceable history of payment requests.
4. Automation minimizes human error and automates repetitive communication, freeing up time for core client activities.
5. Automator-driven workflows improve cash flow consistency by automating payment follow-ups and notifications.