Automated Acupuncture Failed Payment Recovery
Every morning, WebRun opens Jane and finds clients with a failed or declined payment from the past 48 hours. It drafts a polite, professionally worded payment-update request for each client and queues it in Gmail for the practitioner to review before any contact is made.
How do I automatically follow up on failed acupuncture payments?
WebRun opens Jane every morning, finds clients with a failed or declined payment from the past 48 hours, and drafts a polite recovery message for each in Gmail. Every draft is held unsent for practitioner review, and a Slack alert flags the queue so no failed payment sits unaddressed.
- Failed payments are caught the next morning before they age into overdue balances
- Practitioner reviews a polished draft in one click with no manual billing triage
- Cleared payments are automatically excluded from the draft queue each morning
Built for acupuncturists · TCM clinic owners · holistic health practices · wellness studios
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
jane.appin a real browser with your saved login - no setup, no API keys. -
1
Jane - find failed or declined payments
jane.app
WebRun opens Jane to find failed or declined payments. - Open Jane and navigate to the billing section
- Filter for payments with a failed or declined status in the past 48 hours
- Capture client name, appointment date, amount owing, and failure reason if available
Done when Every failed payment from the past 48 hours is listed with its client and amount details.
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2
Gmail - draft polite payment-update requests
gmail.com
WebRun opens Gmail to draft polite payment-update requests. - Draft a polite, professional payment-update request for each client
- Include the amount owing, the date of service, and a simple call to action to update their payment details
- Save each draft unsent in Gmail for practitioner review before sending
Done when A draft payment recovery message exists in Gmail for every client with a failed payment.
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3
Slack - alert practitioner to pending recovery drafts
slack.com
WebRun opens Slack to alert practitioner to pending recovery drafts. - Post a Slack alert listing how many failed payments are queued for follow-up
- Highlight any balances that have been outstanding for more than 24 hours
Done when Practitioner sees the count and priority flags in Slack and can review Gmail drafts promptly.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact clients about failed payments without my approval?
No. Every recovery message is saved as an unsent Gmail draft and waits for your review. Nothing reaches a client until you approve and send it.
Does it retry the payment or just send a message?
WebRun drafts the client communication only. It does not retry charges. Payment retries are handled within Jane's billing settings according to your clinic's policy.
What if the client updates their card and the payment clears before I send the draft?
It reads live billing data from Jane each morning. If the payment has already cleared by the time you review the draft, you can simply discard it.
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