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Introducing the Listings Subscription – Payment Grace Flow & Access Control
In the dynamic landscape of online business listings, ensuring a seamless operation while effectively managing overdue payments is crucial. Bosseo CRM has introduced an innovative feature, “Listings Subscription – Payment Grace Flow & Access Control,” designed to enhance control for agencies, keep users informed, and maintain the uninterrupted functioning of business listings. This blog post explores the features and benefits of this system, particularly for professionals in home improvement, legal, and medical practices.
Key Features of the Payment Grace Flow & Access Control
Access Restrictions After Non-Payment
From day three of non-payment, users are notified with an “Access Denied” message, providing a clear explanation and a call-to-action to resolve payment issues. This proactive measure ensures that users are aware of their payment status and can quickly take action to restore service.
Business Entities & Overview Sync
The enhanced Overview tab displays incomplete payment or setup statuses and offers a direct link to the Business Entities tab, allowing quick action to be taken to resolve issues.
Automated Access Restoration
Once a payment is completed, access to the platform is restored automatically, eliminating the need for any manual intervention.
Flexible Payment Flow
Agency users are provided the flexibility to choose between an Agency Purchase or a Location Purchase, aligning payment processes with their billing preferences.
Key Highlights
Access Denied” UI Block
Triggered on day three, this feature locks access and prompts the user to make a payment to restore it.
Timed Notifications
Notifications are strategically sent via email and in-app messages on days 1, 3, 7, and 10, with a final cancellation warning issued on day 14.
Entity Deletion on Day 14
If payment remains pending, the entity is deleted on day 14, and a final cancellation email is dispatched to the user.
Custom Purchase Path
To resolve payment issues, users can select between an Agency or Location checkout flow for better billing alignment.
Practical Use Cases
Home Improvement Professionals
For those in the home improvement industry, this feature ensures that projects remain unaffected by payment lapses. Notifications and access control prompt timely payment resolutions, keeping projects on schedule and maintaining service quality.
Lawyers and Legal Professionals
Legal professionals benefit from the automated processes, allowing them to focus on case work rather than administrative payment issues. The system’s automation provides peace of mind that their services will not be interrupted due to payment delays.
Medical Practices
In medical practices where continuous access to services and client communication is paramount, the timely notifications and immediate restoration of access upon payment ensure that healthcare delivery is smooth and uninterrupted.
Conclusion
The “Listings Subscription – Payment Grace Flow & Access Control” in Bosseo CRM provides a significant enhancement to the management of overdue payments, offering a robust system to ensure businesses can maintain operations seamlessly. By improving user experience for home improvement professionals, legal practitioners, and medical offices, this feature supports uninterrupted service delivery and efficient payment management. Explore how this update can optimize your business operations today.
