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Billing Automation for Adding a New Subscription

Written by Raniza Seprado

As a fitness facility owner, one of the most crucial aspects of running a successful business is creating subscriptions that attract and retain customers. Subscriptions not only provide a steady stream of revenue but also foster long-term relationships with clients.

When creating one, it is essential to offer a variety of subscription options that cater to different customer needs and budgets, to offer additional perks that can significantly enhance the value of client subscriptions, and to ensure transparency and simplicity in subscription pricing.

Part of our ongoing system enhancement to provide a better user experience involves updating beneficial automations and ensuring that these are added to the Fit Pro Tracker system. With this update, you may create an automation when adding a primary or non-primary subscription.

Here are the steps on how to access this system enhancement:

Step 1: On the left menu, select the Automation tab and then click Management.

Step 2: Click the New Automation button.

Step 3: Type in the name of the automation.

Step 4: Under the Subject tab, select Membership.

Step 5: On the Event tab, you will now be able to see all the available automations when adding a subscription, including Adding of Primary Subscription and Adding of Non-Primary Subscription. Select which automation to use depending on the type of subscription.

Step 6: Once done filling out the tabs, click the Add Action button.

Step 7: For the name and target, select the actions of your preference from the options in the dropdown menu. Options available for the name of actions are 1) Add contact to campaign; 2) Move contact to group; 3) Assign tag to a contact; and 4) Assign contact to a staff. Once everything is selected, click on the blue Save icon

Step 8: To save the automation, click the Save button.

Step 9. You will get a confirmation pop-up; just hit Confirm to save the new automation.

This would be helpful for all fitness facility owners and managers to determine and apply which of the available actions are the best fit to serve clients with newly acquired memberships.

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