Evaluating bids

Practos (Gohighlevel) + Stripe Automations (Bnpl→Subscription) + Zapier + Practice Better Api

Published on the August 20, 2025 in IT & Programming

About this project

Open

We need an expert to implement our PractOS (GoHighLevel white-label) automation for Youth (medical/wellness). The build revolves around three flows:
    1.    Membership billing (BNPL → Subscription)

    •    Month-1 is a Stripe invoice so patients can use Buy Now, Pay Later.
    •    After payment, send a Stripe Customer Portal link to add a card on file.
    •    Automatically create a Stripe Subscription (💠 Core $64.99/mo or 🔶 Pro $89.99/mo) via Zapier/webhook.
    •    Update PractOS Opportunity fields (Paid At, Next Charge Date, EOM Session Due) and trigger Care reminders.

    2.    Protocol Sales → Fulfillment (labs-gated)

    •    Each protocol is a one-time invoice (separate from membership).
    •    On payment, spawn a Fulfillment deal that moves through: Labs Ordered → Waiting → Ready to Order → Ordered → Shipped → Delivered.
    •    Send stage-based email/SMS (labs ordered, tracking, delivered). No PHI in messages.

    3.    Care & Dunning + Practice Better paywall

    •    Care loop: reminders at 14/7/3/1 days before the included EOM session; on completion, return to Active.
    •    Dunning: subscription renewal fail triggers Day1/3/5/7 cadence; Day10 = suspend and flip Practice Better paywall; reactivate on recovery.

Deliverables
    •    3 PractOS pipelines (Membership/Care, Protocol Sales, Fulfillment) with required fields by stage.
    •    Workflows for Month-1 invoice, card capture, subscription start; protocol invoice & fulfillment handoff; care reminders; dunning + PB paywall.
    •    Zapier recipes: invoice.paid (Month-1) → Portal link; card added → Create Subscription; renewal failed → Dunning.
    •    10 email/SMS templates loaded; Stripe Test-mode UAT plan; concise runbook for go-live.

Stack
PractOS (GHL), Stripe Billing (Invoices, Subscriptions, Customer Portal), Zapier (or tiny middleware), Practice Better API (paywall/tags).

Must-have
GHL/PractOS automations, Stripe Billing, Zapier/webhooks, API hygiene (idempotency, secrets). Healthcare awareness (no phi in crm).

⸻

Project overview

Who we are: Kendall Wellness Center d.b.a. Youth. Program: The Youth Reset with memberships (💠 Core $64.99/mo, 🔶 Pro $89.99/mo) and paid protocols (e.g., Tirzepatide, Sermorelin, nad+, bpc). Why the BNPL → Subscription design: Month-1 must allow BNPL to lower friction; ongoing billing should be a true Stripe subscription for clean MRR/dunning/proration. Pipelines we already use (in PractOS): • Membership/Care: Lead → Ready to Invoice → Invoice Sent → Paid (Active) → Care (book/complete) → Past Due → Suspended → Canceled. • Protocol Sales: Ready to Invoice (Protocol) → Invoice Sent (Protocol) → Paid (Protocol) → Closed. • Fulfillment: New Order → Labs Ordered → Waiting for Labs → Ready to Order → Ordered → Shipped → Delivered. Practice Better (EHR): • Source of truth for clinical. On first protocol purchase, create PB package instance and tag. • If membership becomes delinquent (Day10), set paywall off (or tag/disable chat as fallback). Reactivate on recovery. Messaging & value: • Benefits copy is centralized in Custom Values and stamped into emails and Stripe invoice footer so patients always see what they’re paying for. Pharmacies/Labs (operational notes): • Preferred pharmacies: Pearl, CRE8, Southend, Hallandale, CasaPharma (Empower last-resort). • Some protocols require labs (e.g., Metabolic panel for glp-1s, igf-1 for gh peptides). Fulfillment stages account for this. Security/Compliance: • No PHI stored in PractOS or logs; PB remains clinical system. Stripe handles PCI; secrets kept in Zapier/middleware vaults. What we’ll provide to you: • PractOS sub-account (test) access • Stripe Test access + Price IDs (Month-1, Core/Pro MRR, protocols) • Zapier access (or a lightweight webhook endpoint) • Practice Better API credentials & sample client IDs • Pipelines/fields schema, stage requirements • Email/sms templates, sending domain (spf/dkim), sms/a2p details • benefits copy & sop highlights (labs rules, pharmacy routing) • brand assets (logo/colors), reply-to mailbox what we want from you: • a cost/timeline estimate and milestone plan • any additional inputs you need from us (short checklist) • a brief approach to: month-1 bnpl → portal → subscription; day10 suspend with pb paywall; error handling/logging.

Category IT & Programming
Subcategory Other
Project size Medium
Is this a project or a position? Project
I currently have I have specifications
Required availability As needed
API Integrations Other (Other APIs), Payment Processor (Paypal, Stripe, etc.)

Delivery term: September 30, 2025

Skills needed

Amazon Web Services (AWS) API CRM JavaScript JSON Node.js REST API

Want to start working on this project?

Log into your Workana account or Register today. Boost your freelance work!

Other projects posted by A. A.