Every morning at 9:00, Membership Bot DMs you in Cliq with your members whose membership payment has just failed — the exact amount owed and a ready-to-send card-update link for every one of them. Only new misses (from 16 July onwards) appear; older balances are handled separately and never show up here.
Contact the member the same day, send them the link while you're chatting, they update their card, done. Payment collects and the name drops off tomorrow's list by itself.
Until now nobody owned the chase — some members sat unpaid for over two months without a single call. From now on, every unpaid membership has a named owner from day one: you.
Every card-update link expires 60 minutes after it's created (a Zoho security limit) — and the member has to use it inside that window too. So send it when the member is actually responding. Need a fresh one at any time of day? Open the member's record in CRM (Memberships) and tap the "Update Card Link" button — new link, instantly. Never save a link for later.
One DM, only on mornings you have open cases. No cases = no message — silence is good news.
A case stays on your list for the first 10 days — your window to get it sorted. From day 11 it moves to Akash's escalation list and stays there until it's paid or cancelled. Akash also picks up cases with no salesperson attached (online self-signups), so nothing is ever invisible to everyone.
| Who | What lands in their Cliq |
|---|---|
| Cathy · Benjamin · Chamudi · Pradeep · Amith · Rose | Their own members, days 0–10, each morning at 9:00 — every case with its card-update link |
| Akash | Everything past day 10, plus unassigned/online-signup cases — 🔴 marks anything 30+ days |
| Max | System alerts only (e.g. a new salesperson appears who isn't wired in yet) |
Live now, since 16 July. The system only tracks payments missed from that date onwards, so your first message arrives whenever one of your members has a new failed payment. No message = none of your members owe anything new. (If you got a couple of oddly formatted messages on launch day — that was final testing, all fixed.)
The list rebuilds itself from Zoho Billing every morning — pay today, gone tomorrow. When a member updates their card through your link, the payment collects automatically on the next billing retry, usually within a day. Amounts under AED 100 are filtered out, old pre-July balances never appear, and nothing here contacts members automatically — every member conversation is yours, personally.