1. Create a subscription plan or one-time payment product
Once you have completed all the necessary fields, go to the Automations section and click on Configure. This will allow you to access the available automation options, which you can customize and activate according to your needs.
2. Select Automations
In this section, you will find various automation options that you can use based on your requirements.
Welcome message via chat: Send an automatic message upon entry to thank the customer for their purchase or provide relevant service information.
Tag assignment: Classify customers with specific tags and activate personalized automations for each group.
Assignment of professionals/collaborators: Automatically assign a professional or collaborator to assist each customer.
Add forms: Integrate customized forms to collect additional customer information.
Program assignment: Automatically assign the program content you have created and set the start date. We recommend setting it for the same day of the purchase to avoid forgetting the program assignment later.
Nutritional plan assignment: Automatically provide customers with personalized nutritional plans.
Limit chat messages: Set a maximum number of messages customers can send. Use -1 to disable this restriction.
Plan start date: Define the start date for the subscription plan—either the same day, the next day, the upcoming Monday, or a specific date (exclusive to subscriptions).
💡 Below, we will explain in detail how to use this automation.
Define service type: Select between nutrition or physical activity services according to the customer's needs.
Automatic client archiving: Set up automatic client archiving after a specific period following their purchase (only for one-time payment products).
3. Important Information about the "Start Plan" automation
Currently, you have four different options for the "Start Plan" automation. The start date determines the beginning of the renewal cycle.
Same day as the purchase
The day after the purchase
The following Monday after the purchase
Specific day of the month
3.1 What does "Pending Start" mean?
When you send a subscription plan, it may remain in a "Pending Start" status if a start date has not yet been set. This happens when the plan's start date is not automatically assigned at the time of purchase or if it is scheduled for a later date.
You can configure the Plan Start date using two methods:
Option 1: Using subscription plan automations
If you choose this option, the plan will start automatically without the need for manual activation from the client’s profile.
Option 2: From the Client's Profile
If the automation is not configured, you will need to manually start the plan from the client's profile.
How to activate a plan in "Pending Start" status:
Go to the client's profile.
Select the Information section.
Navigate to Plan & Products.
Click on Start Plan to activate it.
3.2 Configuring the Subscription Plan Start Date
Important Information before selecting the "Start Plan" option
The "Pending Start" status does not deactivate the account:
The client will have access to their scheduled content even if the plan has not officially started.
The next billing date will be on the same day of the following month that the account was activated.
Billing and Renewal Cycle
Selecting a start date for the plan does not affect the initial charge; payment is processed on the day the client makes the purchase.
However, the renewal cycle will begin on the date set as the plan start date.
Impact on Collaborators and Visibility
Until the plan is activated, collaborators will not be able to view the plan details in the client’s profile.
To avoid accessibility issues, it is recommended to automate the plan start date at the time of purchase.
3.3 Example of Plan Start Date Configuration: 1st of Each Month
If you configure a plan to start on the 1st of each month, here’s an example of how it works:
Initial payment date: Today is September 15, and the client makes the payment.
Configured start date: The plan begins on October 1.
Billing cycle: The client’s renewal will occur on November 1.
Why isn’t the Client charged on October 1?
The platform automatically adjusts the payment made on September 15, treating it as if it were made on October 1. This means:
When October 1 arrives, the platform generates an invoice of €0 because the initial payment already covers the first billing cycle.
From that point onward, the client’s renewal will be on November 1, following the configured monthly cycle.
🚨 Important
If you have already automated the plan start date in the settings, do not manually activate the plan from the client's profile, as this will reset the billing cycle and may cause inconsistencies in charges and renewal dates.
To create subscription plans or one-Time payment products your account must be set up with Stripe. Due to Stripe's limitations, not all countries are eligible to create an account with them. Stripe International Availability
