IMPORTANT: After this video was created, we added the ability for users to cancel directly in the client portal. Please adjust any language in your emails to direct your users to the Client Portal to update their payment method instead of Stripe. _________ In this video, you'll learn how to set up an automation workflow to handle subscription cancellations and payment failures. If you're running a membership, you'll need to have this set up in your account. You'll learn how to set up the Step 1 &amp; 2 workflow automation to work properly together.subscriptions. Although users will be automatically removed from programs when they cancel in the Client Portal, we recommend having this workflow in place as a "fail space" to ensure their access is revoked._________________________________________________________________________________ TIMESTAMPS0:00 - 1:16 - Setting Up Your Product &amp; Connecting Payment Provider1:16 - 2:20 - Creating Your Offer + Product2:20 - 9:48 - Subscription Workflow (Step 1)9:48 - 12:37 - Subscription Workflow (Step 2) <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 70.62228654124458%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/3e861bed0259408a80f6ba36b80142d1?sid=01cd436d-2230-4f9f-bc97-5f3b3a4016b0&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 70.62228654124458%; height: 0;"><iframe src="https://www.loom.com/embed/3e861bed0259408a80f6ba36b80142d1?sid=01cd436d-2230-4f9f-bc97-5f3b3a4016b0" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Learn how to set up the Step 1 & 2 workflow automations to handle failed & canceled payments for your subscriptions.

****IMPORTANT: After this video was created, we added the ability for users to cancel directly in the client portal. Please adjust any language in your emails to direct your users to the Client Portal to update their payment method instead of Stripe.****

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In this video, you'll learn how to set up an automation workflow to handle subscription cancellations and payment failures. If you're running a membership, you'll need to have this set up in your account.

You'll learn how to set up the Step 1 & 2 workflow automation to work properly together.

subscriptions.

Although users will be automatically removed from programs when they cancel in the Client Portal, we recommend having this workflow in place as a "fail space" to ensure their access is revoked.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

****TIMESTAMPS****

0:00 - 1:16 - Setting Up Your Product & Connecting Payment Provider

1:16 - 2:20 - Creating Your Offer + Product

2:20 - 9:48 - Subscription Workflow (Step 1)

9:48 - 12:37 - Subscription Workflow (Step 2)

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In this video, you'll learn how to set up an automation workflow to handle subscription cancellations and payment failures. If you're running a membership, you'll need to have this set up in your account. You'll learn how to set up the Step 1 &amp; 2 workflow automation to work properly together. <a href="https://docs.stripe.com/customer-management/activate-no-code-customer-portal" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains how to set up a customer portal in Stripe.</a> We recommend only using Stripe for your subscriptions and allowing customers to update their payment method &amp; cancel within Stripe. _________________________________________________________________________________ TIMESTAMPS0:00 - 1:16 - Setting Up Your Product &amp; Connecting Payment Provider1:16 - 2:20 - Creating Your Offer + Product2:20 - 9:48 - Subscription Workflow (Step 1)9:48 - 12:37 - Subscription Workflow (Step 2) <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 70.62228654124458%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/3e861bed0259408a80f6ba36b80142d1?sid=01cd436d-2230-4f9f-bc97-5f3b3a4016b0&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 70.62228654124458%; height: 0;"><iframe src="https://www.loom.com/embed/3e861bed0259408a80f6ba36b80142d1?sid=01cd436d-2230-4f9f-bc97-5f3b3a4016b0" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Workflow Tutorials: Subscriptions (Step 1 & 2)

In this video, you'll learn how to set up an automation workflow to handle subscription cancellations and payment failures. If you're running a membership, you'll need to have this set up in your account. You'll learn how to set up the Step 1 &amp; 2 workflow automation to work properly together. <a href="https://docs.stripe.com/customer-management/activate-no-code-customer-portal" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains how to set up a customer portal in Stripe.</a> We recommend only using Stripe for your subscriptions and allowing customers to update their payment method &amp; cancel within Stripe. _________________________________________________________________________________ TIMESTAMPS0:00 - 1:16 - Setting Up Your Product &amp; Connecting Payment Provider1:16 - 2:20 - Creating Your Offer + Product2:20 - 9:48 - Subscription Workflow (Step 1)9:48 - 12:37 - Subscription Workflow (Step 2) <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 70.62228654124458%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/3e861bed0259408a80f6ba36b80142d1?sid=01cd436d-2230-4f9f-bc97-5f3b3a4016b0&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 70.62228654124458%; height: 0;"><iframe src="https://www.loom.com/embed/3e861bed0259408a80f6ba36b80142d1?sid=01cd436d-2230-4f9f-bc97-5f3b3a4016b0" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Save time by automating your essential business processes.

Sell one-to-many offers (course, membership..etc) and support your students and members in one place.

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