Automation Use Case
Final Balance Reminder
Actions: Email client
Final Balance Payment Reminders
Follow a manual added link
Get the Full Plan + Templates
Ready to set it up? Grab the complete automation walkthrough and copy/paste messaging templates in one doc.
🎥 Watch These First
Step-by-step video guidance to help you learn how this automation works and how to set it up in your PPM account.
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⚠️ IMPORTANT: New Autopilot Automations will not be automatically activated for existing events already in your PPM schedule (even if you set it to ‘auto-activate’). You need to manually activate automations for existing events.
🎯 Goal
Proactively remind clients to pay their final event balance — helping to prevent awkward follow-ups, day-of-event stress, or last-minute cancellations.
👤 Who This Is For
- Businesses that collect final payment after booking
- Those who want to avoid chasing overdue balances
- Anyone looking to automate polite payment reminders
✅ Why It Helps
- For You: No more chasing payments manually
- For Clients: Friendly reminders and easy payment links
- For Team: Fewer surprises, smoother event day
✅ What it includes
This sequence includes 3 automations triggered before and after the Balance Due Date — sending gentle reminders to the client, and alerting you when things become overdue. Completely automated!
Automation Flow
Follow a manual added link
Get the Full Plan + Templates
Ready to set it up? Grab the complete automation walkthrough and copy/paste messaging templates in one doc.
