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How to set up the Credit Card Expiring Soon Email

How to automatically send out email notifications to your students a few months before their credit card expires

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Written by Partner Training
Updated over a week ago

The Credit Card Expiring Soon Email is a great way to notify your students that they will need to update their payment method on file soon. The email itself goes based on the credit card's expiration date and by adding the merge tag: {CREDIT-CARD-FORM-URL} on the email body, you will be able to have your students update their payment method directly from the email without needing a staff member to update the payment method manually.

Please follow the steps below to set your Credit Card Expiring Soon Email:

  • Left Side Menu Bar > Settings > under Membership section > Invoice & Receipts

Scroll down until you find Credit Card Expiring Soon Email page. Here, you're able to make edits/changes you preferred on the email. To deactivate the email, just leave the email subject and body blank.

Note: The email will be sent to your students between 8 weeks and 3 weeks before their card expiration date.


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