Before you begin:

1. Remember to refer to our [Best Practices Guide](https://scribehow.com/shared/Workflows_Best_Practices__vu27TN7dTkGbKuzfdMHtnQ?referrer=documents) for our suggestions when editing Workflows!
2. Watch this [video tour](https://wodify.hubs.vidyard.com/watch/gWX2SEw6vvo4E5KRGEPHLu?) of the Workflows Builder!

Log into Wodify and access the Workflow Builder.

You can find this workflow by:

- Going to your Location Project
- Wodify Bundles folder
- Universal folder
- Membership Management folder
- Recipes folder

Click on the recipe called Time Based Class Pack Renewal

Be sure to click EDIT RECIPE to open the editor portion of the builder.

This recipe will trigger when a client has a class pack membership that is set to auto-renew (**Step 1**). This workflow will auto-renew a class pack membership on the expiration date if the client has not used all the sessions.

*An example of this would be: Miranda has a 10 Class Pack set to expire on August 1. On July 31st she has used 8 out of the 10 classes - this workflow will auto-renew her membership for a new 10 sessions on August 1st.*

As always, **Step 2** shows the error monitoring. As a reminder, when an error occurs, the workflow will stop, and you will get an email that details the errors. If you cannot troubleshoot on your own, forward the email to support@wodify.com

Step 1 will check to confirm that the client's membership is set to expire today and that it is a class pack.

TRIGGER
1
Membership updated
Real-time

IF 
Is active? to value
Step 1
 is not true
AND 
Membership type
Step 1
 equals Class Pack
AND 
End date
Step 1
 equals today
ACTIONS
2
MONITOR the following actions for error
3
Enroll Client in Workflow
4
Get Payment Plan Template
5
Create Membership
ERROR FOUND?
Yes
6
DO NOT RETRY
No
7
Unenroll Client from this Workflow
8
STOP job
9
Unenroll Client from this Workflow
10
STOP job

**Step 3** will enroll the client in the Workflow

**Step 4** will grab the payment plan of the original membership on the profile

**Step 5** will create an identical membership with a start date of today on the client's profile

3
Enroll Client in Workflow
4
Get Payment Plan Template
5
Create Membership
ERROR FOUND?
Yes

Click "Save" to save any changes you've made

Time-based Class Pack Renewal
RECIPE
TEST JOBS
Save
Test recipe
Refresh
Exit

Click "Start Recipe" to enable this recipe!

Projects
Rowan Beiter Demo/Wodify Bundles/Universal/Membership Management/Recipes
Time-based Class Pack Renewal
: Recipe
Time-based Class Pack Renewal
Edit recipe
Start recipe

Setting Up the Time Based Class Pack Renewal Recipe