Payment Method Setup Reminder

Never hit a first billing cycle with no card on file.

A new client who signs up without adding a payment method can slip through to their first billing date with nothing on file, forcing an awkward collections conversation that damages the relationship before it starts. This workflow checks every new signup for a payment method on file and, if one is missing, automatically emails the client a friendly reminder to set it up before billing begins.

This is a ready-to-import n8n automation workflow (delivered digitally after purchase) built for fitness and wellness coaching businesses. Once purchased, use your automation platform at https://dynamic.dmimautomation.com to access and import the workflow into your own n8n instance.

What's included:

• Fully documented n8n workflow JSON
• Built-in sticky-note setup guide
• Node-by-node explanation of what each step does

Requires: an n8n instance and the credentials listed in the workflow notes (billing/CRM platform API key, Gmail).