Billing method updated
Sent to Administrators
Triggered when a client adds or updates their payment info on their account
Instant new bank account request
Sent to Customer
Triggered when a customer has been requested to instantly connect their bank account
Manual new bank account request
Sent to Customer
Triggered when a customer has been requested to manually connect their bank account
Payment Failed
Sent to Administrator & Customer
Triggered when a recurring payment fails
Payment Succeeded
Sent to Customer
Triggered when any payment is made
โNote: Customers will not receive any payment receipts when this is turned off
Refund Issued
Sent to Administrators & Customer
Triggered when a refund is issued on a payment
Low Inventory
Sent to Customer Service email set on the settings page
Triggered when inventory on a product is running low
Subscription Cancelled
Sent to Administrator & Customer
Triggered when a plan is cancelled
Punchcard Completed
Sent to Customer
Triggered when a punchcard is completed
Recurring Subscription Due
Sent to Customer
Triggered 3 days before a cash payment is due
New Person
Sent to Customer
Triggered when a new plan is added with a request to setup their profile
Note: when turning off this email, gyms will need to manually sent a Profile Setup link so members can setup their password which is required to access the member app.
Staff assignment
Sent to Staff Member
Triggered when a customer is assigned to a staff person
New Lead
Sent to Administrator & Customer
Triggered when a new lead is added to the system
Document ready to sign
Sent to Customer
Triggered when a document is attached to a person to sign
Migration Account Setup Request
Sent to Customer
Triggered when migrating new members
Email Update
Sent to Administrator & Customer
Triggered when a customer updates their email address
Daily Summary
Sent to Administrator
Triggered each day