Setting Up the Time Based Class Pack Renewal Recipe
- Support Wodify |
- 9 steps |
- 22 seconds
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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/Bmyz7XAFw8FCtZ5WZbyBfD?) of the Workflows Builder!
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Log into Wodify and access the Workflow Builder.
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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
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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 [email protected]
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Step 1 will check to confirm that the client's membership is set to expire today and that it is a class pack.
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**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
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Click "Save" to save any changes you've made
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Click "Exit" to leave editor mode
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Click "Start Recipe" to enable this recipe!
