Recurring Billing & Renewal Engine
Wellness practices live on retention. A practice with a 90% renewal rate is twice as profitable as one with 60%. This automation engineers that retention into the billing system itself.
What it handles
Renewal pre-warm (21 days before package end)
Email + SMS sequence that:
- Recaps the client’s wins so far
- Frames continuation as natural (“you’re 40% through your goal”)
- Offers a continuity bonus (lower price, bonus session, premium content)
- Provides a 1-click renewal link
Auto-charge on Day 1 of next cycle
- Stripe, Square, PayPal supported
- Saved card auto-charges
- Receipt + welcome-back email fires
Failed-charge dunning
- Day 1: Soft retry + email
- Day 3: SMS with card-update link
- Day 7: Pause access, second email
- Day 14: Practitioner alert if still unresolved
- Day 21: Auto-pause, win-back sequence begins
Pause & resume
- Client-initiated pause (travel, illness) via portal
- Auto-resume date or practitioner approval
- Pro-rated billing on partial months
Mid-program upsells
- Add-on packages (lab work, supplements, single-modality sessions) charge against the same payment method
- Cross-sell flows trigger at milestone wins
Why most wellness practices leak revenue
- They forget to ask for the renewal.
- They ask too late (after the package already ended).
- Their failed-charge handling is “send the client an email and hope.”
- They have no pause mechanism, so clients cancel instead.
This automation prevents all four.
Compliance + payment notes
- TCPA-compliant SMS billing communications
- PCI-DSS compliance handled by Stripe / Square (no card data in GHL)
- State-specific autorenewal disclosure language baked into the renewal sequence
- Refund / cancellation policy linked in every billing email
Configurable during onboarding
We connect your payment processor, configure your cycle lengths (monthly, quarterly, 12-week, annual), and tune the dunning cadence during your 10 dedicated hours.