How About Including the Task of Removing Members?

Monday, January 17, 2011
We introduced a workflow for "Managing a List of Paying Members on the Cloud", where you keep sending members reminder emails and check them off as they pay. But you can't keep sending reminders until the end of time; in reality you will have to eventually remove those that never pay, for example when the next payment timing comes around.
If you want an all-around process you can add a "remove name from list" task at the end.

From the payer's perspective, people often worry whether their payment really went through or not. The solution to this can be an automatic email using a general template. This template includes the payment confirmation date, as well as a space for unexpected and additional comments, like when the payment was too small, for example.