The problem

A private school with 600 pupils spends the first week of every month chasing tuition payments. Calls embarrass parents, the accountant loses days, and unpaid balances pile up until they become conflicts.

The solution, step by step

  1. Track families in Airtable: pupils, monthly fee, payments received, balance.
  2. A Make scenario runs on the 5th, 12th and 20th of the month over unpaid balances.
  3. The first touch is a discreet Gmail with the amount and payment methods; the second a courteous WhatsApp Business message; the third proposes a meeting with the administration.
  4. Payments recorded by the accountant stop the sequence immediately.
  5. A monthly dashboard shows the director the recovery rate and families needing a human conversation or a payment plan.

    6. Result and estimated gains

    • Unpaid balances at month end drop by 40 to 60%.
    • The accountant saves 3 to 4 days per month of calls.
    • Relations with families stay serene — reminders are neutral, timely and private.