Bulk Charge

How Bulk Charge Triggers the Customer Email #

1. Review the Bulk Charge email template 0:00

• Open the Bulk Charge email template.
• The default message includes:
  • Greeting with the parent’s first and last name
  • A note that their payment method on file has been charged
  • The charge reason
  • The charge amount
• Use the preview area to see how the email will appear.
• Add or adjust tags as needed to personalize the message.

2. Start a Bulk Charge from a class or member list 0:24

• Go to either:
  • A specific class, or
  • The members list
• Select the user you want to charge.
• Choose the Bulk Charge option to begin the charge process.

3. Enter the charge details 0:38

• Enter the amount to charge, such as £10.
• Add the reason for the charge, for example t-shirt.
• If the charge fails, you can set a due date for the follow-up invoice that will be sent afterward.

4. Handle failed charges with an invoice follow-up 0:55

• If the payment cannot be collected successfully:
  • The system will treat it as a failed charge
  • An invoice will be sent to the customer afterward
• The customer can then pay the invoice manually.

5. Confirm the charge and send the email 1:11

• Complete the Bulk Charge for the selected member.
• If successful, the charge goes through immediately.
• The customer then receives the email notification that their card has been charged.
• The email uses the template you reviewed earlier.

6. Customize the email content if needed 1:24

• The default email is short and basic.
• You may want to edit it to include more useful details.
• Add any extra information you want the customer to see in the charge confirmation email.