Never chase a final payment manually again. For group bookings that require a deposit, this workflow automatically reminds customers to pay their outstanding balance ahead of their booking date—with a payment link included.
Large group bookings often require a 20% deposit up front, with the remaining balance due before the booking date. Chasing that final payment can be a manual, time-consuming process for staff, and outstanding balances can be easy to miss.
A marketing automation detects deposit-paying deals, monitors the linked booking date, and triggers a ROLLER payment link and reminder email a set number of days before the booking—without manual follow-up.
Here is how the reminder flow works:
HubSpot is the trigger in this example, but any tool that can call the Smart Segments endpoint can start the same reminder flow—including Klaviyo, Mailchimp, Brevo, Salesforce, or a custom build.
Outstanding deposit balances get collected automatically and on time, with zero manual chasing—improving cash flow and freeing up staff time before every group booking.
Key benefits
- Fully automated—no staff follow-up needed.
- Configurable reminder window: X days before booking.
- Direct, secure payment link sent to the customer.
- Reduces missed or late final payments.
Under the hood
- Triggered by product sales indicating a deposit payment.
- Uses ROLLER's Create Booking Payment Link API.
- Passes amount due, outstanding balance, email, and booking reference.
- Works from any platform or a fully custom solution.
