Accepting payments with Stripe Integrated Payments allows you to seamlessly automate your operation to scale. Whether you want to subscribe a client to a Master Program, attach a meal plan PDF, or copy a program into a client's custom program, you can set these automations to occur on either the client's First Purchase or the Product Start date.
How to Set Up Product Automation
On your ABC Trainerize web account, go to Payments > Products and create or edit a product. Click "Set Up Automation" in the bottom right corner of the product set up screen.
You can choose to configure automation to run at different points of the client journey:
- First Purchase: triggers immediately after a new client pays for the product.
- Product Start: Triggers on the product start date.
- Product End: Triggers when the product ends or expires.
Setting Up First Purchase Automation
First Purchase automation runs for new clients purchasing their first product.
- Any automation you've set up under this option will run immediately once the client has purchased and paid for their product.
- This means that if you set up first purchase automation to subscribe a client to their main program, the program and program calendar will start immediately as soon as the client purchases.
First purchase automation does not run for existing clients. If an existing client (i.e. already added to the account, even as a basic or deactivated client) purchases a product, only product start automation will run.
Setting Up Product Starts Automation
Product Starts automation runs for both new and existing clients on the selected start date for the product.
The start date of the product can be set by:
- Manually sell a product to a client and select a product start date.
- Choosing a self-purchase start date within the product option screen (as shown below). This setting applies to clients who will either be self-purchasing the product via Product/Checkout Links or via Trainerize.me.
Automate Subscriptions to Master Programs
There are three ways to automate subscribing your clients to Master Programs:
- Subscribing Clients to a Main Program
- Subscribing Clients to Add-on Programs
- Subscribing to Clients to Add-on Programs via Groups
Important: Programs must be stored in the Master Programs > Shared Folder in order to appear in the 'Select a Program' drop-down in product automation. For more information on the Master Program Shared vs Personal Folders, visit: Master Programs Library Overview.
1. Subscribing Clients to a Main Program
- Clients can only be subscribed to one Main Program at a time.
- Typically used for their primary training plan.
- Subscribe main program automation only available on Main Products. Add-on Products do not have this automation option.
Please note: if you set up both First Purchase and Product Starts automation to subscribe a client to a Main Program, the product start automation will overwrite the first purchase automation. Because of this, it's usually best to choose one of the First Purchase or Product Starts automation, but not both.
2. Subscribing Clients to Add-on Programs
- Clients can be subscribed to up to 20 Add-on Programs per automation type (First purchase + Product starts = 40 Add-on Programs total!)
- Typically used as programs that might supplement a client's Main Program (such as mobility, warm-ups, at-home workouts, etc).
- Allows clients to be subscribed to multiple programs at once, in addition to their Main Program.
3. Subscribing to Clients to Add-on Programs via Groups:
- You can automatically add clients to Groups that have Master Programs attached!
- Group with an attached Master Program will subscribe clients to these programs as Add-on Programs.
- Clients can join up to 3 groups with First Purchase automation and 3 groups with Product Starts automation, totaling six possible Groups and Add-on programs per product.
Final Breakdown
Based on the product automation options, the maximum program automation per product is:
Main Program (One Total):
- Using either First Purchase or Product Starts > Subscribe Main Program
- If both First Purchase and Product Start automation are used to subscribe a client to a Main Program, the Product Start automation will overwrite the First Purchase automation
Add-on Programs (46 Total):
-
Subscribe to Add-on Program (40)
- 20 via First Purchase > Subscribe to Add-on Program
- 20 via Product Starts > Subscribe to Add-on Program
-
Join Group (Six)
- Three via First Purchase > Join Group
- Three via Product Starts > Join Group
Automate Attaching a Meal Plan PDF
You can also automatically attach a Meal Plan PDF to a client's profile as part of product automation. To do so, go to Payments > Products and create or edit a product. Click "Set Up Automation" in the bottom right corner of the product set up screen.
Note: You can only assign one Meal Plan PDF per client.
Setting Up Product End Automation
Product ends automation runs once a product ends, either by expiring, being manually cancelled, or automatically cancelled due to payment failure. With product ends automation, you can seamlessly offboard clients, downgrade access by changing clints type or removing access, etc.
Main Product vs Add-on Product Automation
The automation options for both Main Products and Add-on Products are similar, with a few key differences:
- There is no 'Set client type' automation option for Add-on Products. If a client purchases an Add-on product, they are automatically added as a full-access 2-way messaging client.
Note: Clients can only purchase an add-on product individually when Membership Control is turned off. If Membership Control is turned on, the client must have a Main Product before purchasing an Add-on Product, so client type automation can be set up for the Main Product.
- There is no 'Subscribe main program' automation option for Add-on Products. The only option is to automate subscribing clients to Add-on Programs.
Making Changes to Product Automation
If changes are made to a product's automation settings:
- They will affect all future purchases
- They will apply to previous product purchases where the automation has not run yet.
For example, changing the product end automation for an original product will apply to all active client products that have not yet expired.
When adjusting the automation settings for an active product that has been sold to clients, the following message will appear: 
