EXAMPLE DATA · "Sample Studio" and every member and amount here are fictional
Demo · example data. Nothing here is saved.

Getting started

Example data

Showing Northwind Cycle (fictional)'s checklist.

2 of 7 done

1.Sign the agreement

Done

Signed. Thank you.

2.Save a card for fees

Done

Fees are charged only when a member you'd lost pays. Stripe stores the card; we never see the number.

Card saved on Oct 21.

3.Add the Recovery Agent in Mariana Tek

Waiting on us
  1. Sign in to your Mariana Tek admin.
  2. Open Settings, then Employees (or Staff).
  3. Add an employee named "Recovery Agent" with the email shown here: recovery+north@example.com
  4. Give it only what the job needs: view customers and transactions, retry failed payments. No owner or admin role.
  5. Send the invite.

Menu names can differ slightly by account. You can remove this login at any time.

4.Add the Recovery Agent in LoopSpark

To do
  1. Sign in to LoopSpark.
  2. Open Settings, then Team (or Users).
  3. Invite "Recovery Agent" with the email shown here: recovery+north@example.com
  4. Give it permission to send messages and view contacts only. No billing or admin access.
  5. Send the invite.

Menu names can differ slightly by account. You can remove this login at any time.

5.Review your message

To do

Card is failing

Hi {first_name}, it's your friendly support team at {studio_name}! It looks like your card on file is failing, so your {amount_owed} payment didn't go through :( Do you have a second to update it on our mobile app or your account online ({login_link})? Reply STOP to opt out. Pending legal review

Preview: Hi Ava, it's your friendly support team at Northwind Cycle (fictional)! It looks like your card on file is failing, so your $20.00 payment didn't go through :( Do you have a second to update it on our mobile app or your account online (https://example.com/login)? Reply STOP to opt out. Pending legal review

Card has expired

Hi {first_name}, it's your friendly support team at {studio_name}! It looks like your card on file has expired, so your {amount_owed} payment didn't go through :( Do you have a second to update it on our mobile app or your account online ({login_link})? Reply STOP to opt out. Pending legal review

Preview: Hi Ava, it's your friendly support team at Northwind Cycle (fictional)! It looks like your card on file has expired, so your $20.00 payment didn't go through :( Do you have a second to update it on our mobile app or your account online (https://example.com/login)? Reply STOP to opt out. Pending legal review

6.Confirm your locations

To do
  • Northwind – Riverside
  • Northwind – Old Town

7.Dry run

To do

Before anything is sent, you'll review the first list of members we'd text.

Questions? Use Requests and we'll reply.