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
Note: 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

Did this answer your question?