Automation Rule: Class Booking Has Been Paid

This rule automatically sends a notification, such as a payment receipt, at the moment a member successfully pays for a class booking. It provides members with immediate proof of purchase and a formal confirmation that their spot in the class is secured.

Send Instant Payment Receipts: Automatically email members a detailed receipt as soon as their payment is processed.
Secure Member Bookings: A formal confirmation provides members with peace of mind that their spot is fully paid for and reserved.
Automate Financial Communication: Eliminate the need for your staff to manually send individual receipts for class payments.
Enhance Professionalism: A timely and professional payment confirmation improves the overall member experience and builds trust.

Before You Start

Follow these steps to set up the notification rule.

Navigate to PGM -> Automation -> Automation Rules.
Press 'Add automation rule' to create a new rule.
In the pop-up window:
- Name: Create a unique name for the rule (e.g., "Class Payment Receipt").
- Action: Select 'Notification'.
- Event: Select 'Class booking has been paid'.
A new window will open. In the Conditions section, you can add rules to control when the notification is sent. For example, you could filter by [CLASS_CATEGORY] to add specific details to receipts for workshops or special events.
In the Action section, choose how to send the message:
- Email: Sends a formatted email. You will need to enter a "From email" and "From name".
- SMS: Sends a text message to the member's mobile phone.
- Push notification: Sends a notification to members using your club's mobile app.
Under Notification Recipients, select who should receive the message. For this rule, you will send the notification to the User (the club member who made the payment).
In the Notification Content section, create the message that will be sent.
- For Email, select a language, add a subject line, and design a clear confirmation email. Using the [RECEIPT] token is highly recommended.
- For SMS and Push notifications, select a language and write a concise confirmation message.

Available Information (Tokens)

You can use "tokens" to automatically pull specific details about the member, their class booking, and the payment into your messages.

Member Information

[USER_FIRST_NAME]: The member's first name (e.g., "John").
[USER_LAST_NAME]: The member's last name (e.g., "Smith").
[USER_NAME]: The member's full name (e.g., "John Smith").
[USER_EMAIL]: The member's email address.
[USER_PHONE_NUMBER]: The member's mobile or primary phone number.
[USER_NUMBER]: The member's unique ID number.
[USER_NUMBER_QRCODE]: A scannable QR code image of the member's ID number.
[USER_HOME_CLUB_NAME]: The name of the member's primary gym location.

Class Information

[CLASS_NAME]: The name of the class that was paid for (e.g., "Yoga Flow", "HIIT Circuit").
[CLASS_CATEGORY]: The category of the class (e.g., "Cardio", "Mind & Body").
[CLASS_CLUB_NAME]: The name of the club where the class will be held.
[INSTRUCTOR_NAME]: The name of the class instructor.
[CLUB_ZONE]: The specific area in the club where the class will take place (e.g., "Studio 2").
[CLASS_DATE]: The date of the booked class.
[CLASS_START_TIME]: The start time of the booked class.
[CLASS_END_TIME]: The end time of the booked class.

Payment Information

[RECEIPT]: A special token that automatically inserts a formatted summary of the payment receipt. This typically includes details like the amount paid, payment method, transaction date, and receipt number.

Example Output

Here is an example of a confirmation email that could be sent to a member using this rule.

Subject: Your Payment for [CLASS_NAME] is Confirmed

Message:

Hi [USER_FIRST_NAME],

Thank you for your payment. Your spot in the class listed below is confirmed!

Class: [CLASS_NAME]
Date: [CLASS_DATE]
Time: [CLASS_START_TIME]
Instructor: [INSTRUCTOR_NAME]

We look forward to seeing you in class!

Best regards,

The Team at [CLASS_CLUB_NAME]