Automation Rule: Facility Booking Has Been Paid

This rule automatically sends a payment confirmation to a member the moment they pay for a facility booking. It acts as an instant receipt, giving your members peace of mind that their payment was successful and their reservation is fully secured.

Send Instant Payment Confirmations: Automatically send a receipt via email, SMS, or push notification as soon as a payment is completed.
Secure Member Bookings: Eliminate any doubt by confirming that a member's spot is officially paid for and reserved.
Provide a Digital Record: Give members a convenient digital receipt with all the key payment and booking details for their records.
Reduce Staff Inquiries: Proactively answer the question "Did my payment go through?" and reduce follow-up calls to your front desk.

Before You Start

Follow these steps to set up the automated payment confirmation message.

Navigate to PGM -> Automation -> Automation Rules.
Click 'Add automation rule' to create a new rule.
In the pop-up window:
- Name: Give your rule a unique name (e.g., "Facility Payment Receipt").
- Action: Select 'Notification'.
- Event: Select 'Facility booking has been paid'.
A new settings window will open. Here, you can fine-tune the rule:
- Conditions: You can add rules to control when this notification sends. For example, you could set a condition to only send receipts for a specific facility, like when [CLUB_ZONE_TYPE_NAME] is "Tennis Court".
- Action: Choose the notification type:
  - Email: Sends a formatted email. You'll need to enter a "From" email and name.
  - SMS: Sends a text message (standard SMS costs apply).
  - Push notification: Sends a notification to members using the club's mobile app.
- Notification Recipients: Select 'User' to send the receipt directly to the member who made the payment.
- Time Settings (Optional): You can restrict notifications to send only within a specific time window.
- Delay Notification (Optional): Set a delay (in minutes, hours, or days) before the notification is sent.
- Send notification not more often than (in days): Prevents sending too many messages in a short period.

Notification Content

This is where you'll create the message that gets sent to your members. Use the Tokens below to automatically pull in specific details about the member, their booking, and the payment.

For Email

Language: Select the language for your message.
Subject: Write the subject line for the email (e.g., "Payment Confirmed for your booking at [CLUB_NAME]").
Template: Design your email using the editor to create a professional-looking receipt.

For SMS and Push Notifications

Language: Select the language for your message.
Message: Write a short, clear confirmation message.

Tokens

Tokens are placeholders that automatically insert specific information into your messages. Here are the tokens available for this rule.

User Tokens

[USER_FIRST_NAME]: The member's first name (e.g., "Jane").
[USER_LAST_NAME]: The member's last name (e.g., "Doe").
[USER_NAME]: The member's full name (e.g., "Jane Doe").
[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_HOME_CLUB_NAME]: The name of the member's primary gym location.

Facility Booking Tokens

[CLUB_NAME]: The name of the club where the facility was booked.
[CLUB_ZONE_NAME]: The name of the specific area that was booked (e.g., "Squash Court 2").
[CLUB_ZONE_TYPE_NAME]: The type of facility booked (e.g., "Squash Court").
[FACILITY_BOOKING_START_DATE]: The date of the booking.
[FACILITY_BOOKING_START_TIME]: The start time of the booking.
[FACILITY_BOOKING_END_TIME]: The end time of the booking.
[FACILITY_BOOKING_PRODUCT]: The specific product or service that was booked.

Payment Token

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

Outputs: Example Email

Here is an example of a payment receipt email you could create using these tokens.

Subject: Your Payment is Confirmed for [CLUB_ZONE_NAME] on [FACILITY_BOOKING_START_DATE]

Message:

Hi [USER_FIRST_NAME],

Thank you for your payment! Your booking for the [CLUB_ZONE_NAME] is now confirmed and secured.

Here are the details for your upcoming visit:

Facility: [CLUB_ZONE_NAME]
Club: [CLUB_NAME]
Date: [FACILITY_BOOKING_START_DATE]
Time: [FACILITY_BOOKING_START_TIME] - [FACILITY_BOOKING_END_TIME]

Payment Summary:
[RECEIPT]

We look forward to seeing you! If you have any questions, please contact our front desk.

Best regards,

The Team at [CLUB_NAME]