Sell plans with recurring billing
Create subscription plans with recurring billing, include credits for appointments or classes, and send invoices and payment requests automatically.
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Recurring revenue, less admin
Recurring billing
Bill weekly, monthly, yearly or on a custom interval, with an invoice generated every time. Recurring plans bring repeat business and continuous engagement.
Session credits
Sell packages such as 10 sessions a month, with credits for appointments or classes that expire when you choose. Expiry dates encourage clients to use their sessions and come back.
Automated reminders
Notifications and reminders go out automatically, so customers stay informed and your team saves time. Billing runs on schedule without anyone chasing it by hand.
Key features of subscriptions and plans

Flexible plan setup
Create plans with one-time or recurring billing, charged weekly, monthly, yearly or on a custom interval. Set each plan up to match how you sell, whether that is a membership, a session package or a product delivered on repeat, and an invoice is generated automatically every time a customer is billed.

Credits for appointments and classes
Give clients credits for appointments or classes when they subscribe, so you can charge for a session package as part of a plan and allocate a set number of sessions to each client.
- Packages: for example 10 sessions every month
- Expiry dates: credits expire on the date you set
- Repeat business: expiry encourages timely use

Recurring e-commerce orders
Set up repeat order plans for consumable products your customers buy regularly, so they do not have to reorder each time. It suits direct-to-consumer shops selling items that need frequent replenishment, and gives you a steady flow of repeat orders.

Flexible payment options
Choose how each plan collects payment on its billing frequency:
- Card on file: store the customer's card and autocharge it on each billing date (Stripe only)
- Payment requests: an invoice and payment request goes out each billing cycle through Stripe, Razorpay or MyFatoorah, so customers pay with the gateway you use

Plan links and admin control
Generate a unique link for each plan and share it so customers can subscribe or buy the plan themselves. From the admin dashboard you can also assign subscriptions to clients directly, and pause or cancel them when plans change.
- Unique plan links for self sign-up
- Assign subscriptions from the dashboard
- Pause or cancel at any time
How to sell session packages and memberships with credits
Recurring plans suit any business where customers come back on a schedule: a gym membership, a monthly therapy package, a tutoring term or a regular refill of a consumable product. Instead of billing each visit separately, you define the plan once and let the billing cycle do the work.
Start with the plan itself: its price, whether it is one-time or recurring, and the interval. Then decide what the client receives. For service businesses this is usually a number of credits, for example 10 class credits each month, that clients spend when they book through class and group event bookings or appointment scheduling. Adding an expiry date encourages clients to use their sessions within the period.
Next, choose how clients pay. With Stripe you can store a card and charge it automatically on each billing date. Alternatively, each cycle can produce an invoice and payment request through Stripe, Razorpay or MyFatoorah, tracked alongside your other invoices and payments.
Finally, share the plan link on your website, in a chat or on social media so clients can sign up themselves. Your team can still assign, pause or cancel a subscription from the admin dashboard when a client asks in person.
Works well with
Fitness and wellness studios
Sell memberships and class packs that studio members book against with their credits.
Automation
Send billing notifications and reminders to subscribers automatically.
CRM for SMBs
See each client's plans and credits on the same record as their bookings and chats.
What our customers say
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Natalie HiongFounder, Creative Hearts
We were lucky to find Whautomate when we were looking for a razorpay integrated appointment scheduling software. Whautomate has helped us organize our client calendar effectively and send out professional communication to clients on WhatsApp. The team is responsive and customer support is great. I would highly recommend them.
ChaitraFounder, Untangle
Whautomate took the admin chaos out of running my Pilates studio, scheduling is effortless and client communication finally feels seamless. Highly recommend!
MeryemFounder, Reforma Pilates
Whautomate has helped me to reduce man hours with its automatic reminders after booking of appointments. With the appointment page, I can easily see the agenda for the day and it has the ability to sync to my Google calendar which is very useful.
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This platform has truly revolutionized the way I run my clinic. Managing Appointments, Billing, and Patient Records has become so effortless, and the WhatsApp automations are a real game-changer. The support team is fantastic, always there to lend a helping hand whenever I need it. If you're looking to take your clinic to the next level, I wholeheartedly recommend Whautomate!
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Dr. Giri PrasetyaFounder, Spinalign Wellness
After using Whautomate for over a year, I can confidently say it has transformed the way I run my clinic. Appointment scheduling and follow-ups, which was one of the most time-consuming parts of our workflow is now fully streamlined. The WhatsApp integrations are incredibly effective, helping our patients stay engaged, informed, and consistent with their visits.
What sets Whautomate apart is not just the automation, but the team behind it. Their support is unbelievably fast, attentive, and solution-oriented, Especially Mr. Parthiban, He is Gem, Progressive and Positive Thinker, He is Kind and attentive. Any time we needed help, he responded with clarity and efficiency something we’ve rarely experienced with other software providers or any other service providers.
Dr. Abdul AzeezFounder, Pearl Kinesis Healthcare
My overall experience with Whautomate has been positive and helpful for my business. I had researched extensively for platforms that would cater to my specific needs, were quick to install and did not require heavy investments. Whautomate met all my requirements. The team is also great to work with and the CEO was personally involved in critical requirements.
LakshmiCEO, SAMA: The Calm Mind Studio
Using Whautomate for managing my yoga and sound healing classes has made the entire booking process smooth and effortless. From class scheduling to tracking credits and communication, everything feels well organised and easy to use for both me and my students. Grateful for the support and simplicity your platform brings to small wellness businesses like mine. Thank you, Whautomate team, for creating such a helpful system!
Founder, The Unalome
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