Payments Received 💸

✅ Payments OS System: Micro-Step Setup

📌 Objective:
Set up a payment system that collects cash, triggers automations, and moves clients directly into onboarding—without manual follow-up, broken links, or delays.

🧱 SECTION 1: Integrate Your Payment Provider

🔗 How to Integrate Your Payment Provider
  • Go to Settings > Integrations
  • Connect your Stripe, PayPal, or both
  • Confirm account sync and live mode is enabled
🧠 No integration = no transactions. Set this first.

💸 SECTION 2: Create Your Payment Collection Methods

Option 1: Checkout Page

  • Create a branded Checkout Page in Funnels or Websites
  • Attach to a Product Offer (Course, Community, Service)
  • Add custom fields, coupon logic, and legal terms
  • Style the layout for conversion: headline, trust badges, no clutter

Option 2: Direct Payment Link

  • Use Stripe Payment Links or OS Checkout URL
  • Ensure the link still connects to an automation trigger
  • Include a redirect to a confirmation page
🧠 Both methods should fire tags, automation, and onboarding without fail.

🔁 SECTION 3: Redirect to Confirmation Page

  • After payment, send the buyer to a Thank You / Confirmation Page
  • Include clear next steps:
    • “Book your call”
    • “Check your inbox”
    • “Join the community”
  • Optional: embed your calendar directly
🧠 No mystery. Show them exactly what’s next.

⚙️ SECTION 4: Payments Received Automation

🔗 Payments Received Automation Setup
  • Go to Automations > 2 | Launch Pack ⚡️
  • Select “Step 03 | Payment Received”
  • Confirm triggers: Payment → Contact → Tag → Pipeline → Automation
  • Add actions:
    • Tag as “Paid Client”
    • Send welcome email or SMS
    • Trigger onboarding workflow
    • Add to “Sales/Clients” pipeline
🧠 This is the engine. If it doesn’t fire, onboarding dies.

📄 SECTION 5: Add Contract to Workflow

  • Upload your Contract Template to OS > Forms or PDF Builder
  • Add it to your Automation Flow
  • Send automatically after payment confirmation
  • Enable internal notifications for review or signature
🧠 No chasing. No manual sending. Just locked and loaded.

💬 SECTION 6: Update Post-Payment Messaging

  • Draft and deploy:
    • Confirmation Email
    • SMS “Welcome” Message
    • Optional: WhatsApp for VIP access
  • Include clear steps and CTA in every message
🧠 No fluff. Just direct action.

🧑‍💻 SECTION 7: Set Team Notifications & Tasks

  • Trigger internal alerts (Slack, Email, SMS) when payment is received
  • Assign tasks to team for:
    • Client setup
    • Access approval
    • Contract confirmation
  • Add checklist inside the client pipeline
🧠 Everyone knows what to do. No dropped handoffs.

🔗 SECTION 8: Ensure It Triggers Onboarding

  • Make sure automation includes:
    • Calendar link or form
    • Onboarding flow trigger
    • Tag update → smartlist filter
  • Client should go from “paid” → “booked” in one motion
🧠 Payment = entry point to the entire backend system.

🧪 SECTION 9: Test Everything

  • Submit a test payment
  • Follow the full journey:
    • Checkout → Payment → Confirmation Page
    • Automation → Messaging → Contract → Booking
  • Watch for missed steps or broken triggers
🧠 Fix everything before a client touches it.

🔧 SECTION 10: Optimize Your Funnel Post-Payment

  • Build a Funnel with Payment → Confirmation → Calendar
  • Add trust language, social proof, and onboarding visuals
  • Embed your calendar on the confirmation page for instant scheduling
🧠 One payment, one CTA, one path forward.

🧠 Payments OS Outputs:

When complete, you’ll have:
  • A live checkout or payment link system
  • Payment → automation → onboarding working end-to-end
  • Contract + team tasks firing without delay
  • Messaging + reminders fully active
  • A system that scales without you lifting a finger
Want me to install the Payments OS automation flow, test triggers, and connect your offer + calendar?
Or build it with you one click at a time?