Never Miss a Payment: Master Auto Renewals and Scheduled Payments
Webinar • 39 min
Eliminate manual admin work and secure predictable cash flow with in2’s automated billing features. In this 38-minute deep dive, account managers Mazen and Melissa demonstrate how to set up intelligent auto-renewals and flexible installment plans tailored to your studio's operational model.
Key Takeaways:
• Intelligent Auto-Renewals: Choose between Invoiced, Incomplete (drafts), or Pending renewals. Automatically generate next month's package and secure client class spots as soon as an attendance threshold is met.
• Clean Accounting & Compliance: Use Pending renewals to prevent unwanted balances and credit notes, while understanding how single tax invoices properly pair with multiple payment receipts.
• Scheduled Installments: Offer flexible payment structures for high-ticket services by breaking totals into custom installments with automated calendar reminders.
• Staff & Front Desk Visibility: Equip your team with dedicated dashboard widgets and reports to monitor due dates, collect receipts, and avoid missed payments.
Watch the full walkthrough to automate your recurring revenue while delivering a seamless client experience.
Highlights
Key takeaways from the conversation
The 3 Auto-Renewal Package Types Explained
Learn the fundamental differences between Invoiced, Incomplete, and Pending auto-renewals so you can automate renewals without adding manual correction overhead.
Pending Auto-Renewals: Safeguarding Accounting & Cash Flow
Discover why most businesses favor the Pending renewal workflow, which automatically re-enrolls clients into scheduled classes after a set attendance threshold while keeping invoices pending until approval.
Flexible Installments with Scheduled Payment Reminders
A step-by-step demonstration on how to split high-ticket packages into custom installment plans with designated due dates, keeping account balances tidy.
Front Desk Tracking & Payment Reminder Dashboards
How receptionists and managers can track upcoming installments directly from the dashboard widget and dedicated reports to collect payments on time.
Timestamps
Jump to the moments that matter
00:56
Overview of the 3 Auto-Renewal Types
01:42
Type 1: Invoiced Auto-Renewal Packages
05:35
Type 2: Incomplete Memberships (Drafts)
11:50
Type 3: Pending Auto-Renewals (Best Practices)
13:06
Setting Up Pre-Selected Passes & Attendance Triggers
17:40
Client Profile View & Status Color Indicators
see all
19:40
Invoicing Pending Renewals & Automatic Booking
22:45
Feature Deep Dive: Scheduled Payments & Installments
24:50
Setting Due Dates & Payment Reminders
26:35
Receiving Installments vs. Mark as Paid
28:18
Front Desk Widget & Payment Reminders Report
30:48
Live Q&A: Tax, Invoices, Receipts & VIP Packages
37:11
Wrap-Up & Account Manager Support
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