Welcome Email

Welcome Email Sent to: Business owner When: Immediately after account creation What It Contains Welcome message Link to dashboard Quick start guide S...

Email Verification

Email Verification Sent to: Business owner When: During Quick Start or registration What It Contains Verification link (expires in 24 hours) Instruct...

Password Reset Email

Password Reset Email Sent to: Business owner When: User requests password reset What It Contains Reset link (expires in 1 hour) Security reminder Lin...

Plan Invitation Email (To Customer)

Plan Invitation Email (To Customer) Sent to: Customer When: Business creates and sends a payment plan Example Subject: "Payment plan from [Busine...

Plan Accepted Email (To Business)

Plan Accepted Email (To Business) Sent to: Business owner When: Customer accepts a payment plan Example Subject: "[Customer Name] accepted their...

Plan Reminder Email (To Customer)

Plan Reminder Email (To Customer) Sent to: Customer When: 3 days after invitation if not yet accepted What It Contains Gentle reminder Portal link Op...

Payment Check-In Email (To Customer)

Payment Check-In Email (To Customer) Sent to: Customer When: On payment due date Example Subject: "Check-in: Payment due today for [Business Name...

Check-In Reminder Email (To Customer)

Check-In Reminder Email (To Customer) Sent to: Customer When: 3 days after check-in if no response What It Contains Gentle reminder to respond Portal...

Payment Reported Email (To Business)

Payment Reported Email (To Business) Sent to: Business owner When: Customer reports they made a payment Example Subject: "[Customer Name] reporte...

Payment Verified Email (To Customer)

Payment Verified Email (To Customer) Sent to: Customer When: Business verifies payment received Example Subject: "Payment confirmed - thank you!&...

Counter-Proposal Received (To Business)

Counter-Proposal Received Email (To Business) Sent to: Business owner When: Customer proposes alternative payment schedule Example Subject: "[Cus...

Proposal Accepted Email (To Customer)

Proposal Accepted Email (To Customer) Sent to: Customer When: Business accepts customer's counter-proposal What It Contains Confirmation of accepted...

Proposal Declined Email (To Customer)

Proposal Declined Email (To Customer) Sent to: Customer When: Business declines counter-proposal What It Contains Business's explanation Alternative...

Extension Granted Email (To Customer)

Extension Granted Email (To Customer) Sent to: Customer When: Business grants payment extension Example Subject: "Payment date updated for [Busin...

Plan Completed Email (To Customer)

Plan Completed Email (To Customer) Sent to: Customer When: Final payment is verified Example Subject: "Congratulations - payment plan completed!&...

Plan Completed Email (To Business)

Plan Completed Email (To Business) Sent to: Business owner When: Final payment is verified Example Subject: "Payment plan with [Customer Name] is...

Overdue Payment Alert (To Business)

Overdue Payment Alert (To Business) Sent to: Business owner When: Payment is 7 days overdue with no response What It Contains Customer name Overdue a...

Trial Reminder Emails

Trial Reminder Emails Sent to: Business owner When: 7, 3, and 1 day before trial ends What It Contains Days remaining Link to choose subscription pla...

Subscription Confirmation Email

Subscription Confirmation Email Sent to: Business owner When: Subscription activated What It Contains Plan details Billing amount and date Invoice PD...

Payment Receipt Email

Payment Receipt Email Sent to: Business owner When: Monthly subscription charge succeeds What It Contains Invoice PDF Amount charged Payment method N...

Payment Failed Email

Payment Failed Email Sent to: Business owner When: Subscription payment fails What It Contains Failed amount Reason (if provided by processor) Link t...

Subscription Cancelled Email

Subscription Cancelled Email Sent to: Business owner When: Subscription is cancelled What It Contains Confirmation of cancellation Access expiration...

Quick Start Verification Email

Quick Start Verification Email Sent to: Prospective user (not yet registered) When: Someone fills out Quick Start form What It Contains Verification...

Quick Start - Existing Account Email

Quick Start - Existing Account Email Sent to: Registered user When: Existing user email used in Quick Start What It Contains Notice that account exis...

Contact Form Confirmation Email

Contact Form Confirmation Email Sent to: Person who submitted contact form When: Immediately after form submission Subject: "We received your mes...

Contact Form Support Notification

Contact Form Support Notification Sent to: support@withgoodplan.com When: Immediately after form submission Subject: "[Good Plan Contact: R4TW] S...