It's a fact of doing business that sometimes your members' payments will fail. The great news is that Clubworx has made re-attempting these payments a breeze. This means you don't have to spend hours of admin work chasing up payments to get paid!
If you've not set up auto-payments, you'll need to do this first. You can speak to our team at email@example.com to find out which payment providers are available in your country. Once this is done, you're ready to roll!
The first place you can set your auto-rebill rule for failed payments is in the membership plans themselves. So let's head to "Admin" then "Membership Plans" and create a new plan:
If you need help setting up membership plans, you can check out our other articles on setting up class passes and ongoing memberships. For now, let's set up a class pack as usual - Notice the "Automatic reschedules" box at the bottom:
Once this is ticked, you'll have the option to reschedule memberships X days after failure, and decide how many times this will attempt before the payment settles as failed. You can leave this blank to continue indefinitely - However, please note that every failed payment will incur a failure fee if your payment provider charges one.
Let's set the payment to retry once a week for 2 weeks after the original failure:
You will also be able to customize this for individual members when adding a membership plan to a member in Clubworx.
If you go to a contact profile and click the "Add Membership" button, you'll be able to choose a membership plan for that member:
Once you select the plan you wish to add and click continue, you'll be taken to the payment page:
Here, you'll be able to change the auto-retry schedule. This won't change the default plan, or anyone else's retries on this plan, just the member who you are currently applying the membership for - Then click "Save membership" and you're done!:
If a payment for a membership with an auto-reschedule rule fails it will be automatically reset to "Upcoming". You'll be able to find these in your payments list by filtering to "Upcoming (Auto-reschedule):
Any further questions or queries? Please contact our support team at firstname.lastname@example.org