Enrollment
Offer links, payment receipts, enrollment packets, and the welcome message after Full Enrollment is completed.
For account builders
Know what sends before the first client enrolls.
ScaleSafe fires verified events into HighLevel. Workflows in the ScaleSafe folder turn those events into receipts, reminders, check-ins, and merchant alerts.
The installed Snapshot
One folder. One funnel. One place to review.
The Snapshot installs 26 published workflows, five evidence forms, and the Client Onboarding funnel. ScaleSafe leaves existing workflows, tags, and pipelines in place.
- Open Automations and find the ScaleSafe folder
- Review the messages that overlap with existing automations
- Keep required workflows and their triggers published
What it covers
Client communication across the program.
Payments
Upcoming payment reminders, recurring receipts, failed-payment notices, refunds, and pause or resume confirmations.
Delivery and engagement
Milestone sign-offs, pulse check-ins, session follow-up, no-show follow-up, module completion, and re-engagement.
Merchant alerts
Chargeback alerts, defense-ready notices, and optional chargeback-ratio warnings for the business team.
Checkout and payment timing
- Full Enrollment
- Payment receipt after payment, then the welcome message when enrollment is completed.
- Quick Checkout
- Payment receipt after payment.
- Quick Manual Sale
- Payment receipt immediately, an enrollment packet link when an offer is selected, then the welcome message after the client signs.
- Recurring payment
- A receipt after each successful recurring payment.
Reminders, retries, pulse, and milestones
- Payment reminders run about three days and one day before a scheduled payment.
- Dunning settings control failed-payment retry and escalation. Soft declines can retry on the configured schedule; hard declines notify the merchant for action.
- Pulse check-ins are configured per offer. Available cadences include weekly, every two weeks, monthly, every 60 days, and quarterly. Daily cadence is for testing.
- Each offer can include up to eight milestones. Marking one complete sends the client a sign-off request.
- Engagement thresholds and evidence modules are controlled in ScaleSafe Settings.
Consent clauses by offer type
Purchase Summary and Cardholder Authorization are enabled by default. Add only the clauses that fit the offer.
- Purchase Summary
- Use for every offer. It confirms the program, total, and payment terms shown at checkout.
- Cardholder Authorization
- Use for every offer. It confirms that the buyer is authorized to use the selected payment method.
- Program Scope
- Use when the services, deliverables, or program boundaries should be stated clearly.
- Refund & Cancellation
- Use when the offer includes refund or cancellation terms, including a stated no-refund policy.
- Digital Access
- Use when the client receives immediate access to content, a portal, community, or other digital materials.
- Participation Responsibility
- Use for coaching, consulting, or programs that require attendance and client participation.
- No Guaranteed Results
- Use when results depend on the client's actions, market conditions, or other factors outside the merchant's control.
- Installment Billing
- Use for payment plans and subscriptions.
- Feedback & Check-In
- Use when pulse check-ins are enabled for the offer.
- Custom clauses
- Use the two custom fields for terms specific to the business, such as community rules, intellectual property, or confidentiality.
High-ticket coaching: Program Scope, Refund & Cancellation, Participation Responsibility, No Guaranteed Results, Installment Billing when applicable, and Feedback & Check-In when pulse is enabled.
Course or digital access: Digital Access, Refund & Cancellation, and Installment Billing when applicable.
Done-for-you service: Program Scope, Refund & Cancellation, and any custom deliverable or intellectual-property terms.
Exact published workflow inventory
01SS - Cancellation Acknowledgment
02SS - Chargeback Alert
03SS - Chargeback Ratio Critical
04SS - Chargeback Ratio Warning
05SS - Client Re-Engage
06SS - Defense Ready
07SS - Enrollment Packet Workflow
08SS - Enrollment Payment Receipt
09SS - Evidence Milestone Celebration
10SS - Milestone Sign-Off Confirmation
11SS - Milestone Sign-Off Request
12SS - Module Completion
13SS - No-Show Follow-Up
14SS - Payment Failed - Escalation
15SS - Payment Failed - First Attempt
16SS - Program Completion
17SS - Re-Engagement Outreach
18SS - Recurring Payment Reciept
19SS - Refund Processed
20SS - Send Enrollment Link Delivery
21SS - Session Follow-Up
22SS - Subscription Paused
23SS - Subscription Resumed
24SS - Welcome Sequence
25SS- Payment Reminder
26SS--Pulse-Check-Cadence
Installed as drafts: SS - Defense Deadline Reminder (3 days), SS - Post Payment Actions, and SS - Session Reminder. These are not active.
Ready to configure