In this user guides, you will find steps to configure automation emails for flexi payment checkout booking.

Please note that the automations will be configured by our team as these are very sensitive to set up.

You can request a change in email content based on your business model. Please get in touch with your CRM Lead if you wish to arrange a demo for ‘Checkout Flexi-Payment’ Feature.

Student completing a flexi checkout

This automation works when a student has completed a Checkout Flexi booking.

  • Trigger event - a website booking occurs

  • Action - Send an email

  • Condition - Payment option is Payment plan

  • Frequency - Send immediately

Confirmation email content can be configured according to your email content templates

Payment reminder email for a flexi upcoming instalment

This automation works when a reminder email should be sent to a student so that they are reminded about their upcoming flexi instalment.

  • Trigger event - A transaction is due

  • Action - Send an email

  • Condition - Due date is more than or equal to 1 day

  • Frequency - Run everyday at 9:00 am

Reminder email content can be configured according to your email content templates

Payment run

This automation triggers a payment run for a flexi booking so that the instalment amount is taken out of the student’s account on payment due date.

  • Trigger event - A transaction is due

  • Action - Automatic Payment Process

  • Condition - Payment option is Payment plan

  • Condition - Due date is more than or equal to 1 day

  • Frequency - Run everyday at 9:00 am

Automatic payment succeeded email

This automation triggers a payment successful email to the student so that they are informed that their flexi instalment is paid

  • Trigger event - An automatic payment succeeded

  • Action - Send an email

  • Condition - None

  • Frequency - Immediately

Successful payment email content can be configured according to your email content templates

Automatic payment failed email

This automation triggers a payment unsuccessful email to the student so that they are informed that their flexi instalment has failed

  • Trigger event - An automatic payment failed

  • Action - Send an email

  • Condition - None

  • Frequency - Immediately

Failed payment email content can be configured according to your email content templates