Reminders
  • 10 Aug 2021
  • 2 Minutes to read
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Reminders

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What Are Reminders?

Reminders let you automatically send messages to users when a certain condition, also known as a trigger, is met. Reminders can help you streamline your operations and communicate more effectively with your users.

Reminders are location-specific.

If you want to use the same reminders across all locations in your network, you'll need to set up the same reminder in each of your locations.

Reminder Common Scenarios

  • Wish a happy birthday to members and contacts.
  • Let your customers know that your space will remain open (or close) for the holidays.
  • Remind customers that they still have a delivery waiting for them if they don't collect it within a week.
  • Remind members that their plan will automatically be renewed in 3 days.
  • Share the onboarding process with new members 7 days before the start of their contract.
  • Let an admin know member contracts are ending 30 days before the cancellation date.

Reminders Structure

All reminders have three main components:

A Reminder Message

This is simply the canned message that you want to include in the email reminder that your users will receive.
The canned message you select is simply a message macro. The message macro acts as template that you can customize with message tokens such as the user's name or their current plan.

A Trigger

The trigger is a condition that needs to be met for the reminder to be sent to your users. Reminders have a set list of triggers you can choose from.

All triggers will send the reminder on the specified day around 8a.m., expect the ones highlighted in bold.

If you set up a reminder past 8a.m. on any given day, the reminder won't be triggered that day.

The triggers currently available are:

  • At a fixed date
  • A number of days after member/contact signs up
  • A number of days after member plan is renewed
  • A number of days before member plan is renewed
  • On the day of the member/contact birthday
  • A number of days before member plan is cancelled
  • After a booking ends
  • A number of days after the user accessed (via web or check-in)
  • After a product is purchased
  • A number of days after an invoice is due
  • The first time someone checks in
  • When someone submits a registration form
  • A number of days before the contract term ends
  • When customer has booked more than 10 bookings in the last 6 months but none in the last month
  • When customer books regularly (more than 4 bookings in the last 4 weeks, at least one in the last 7 days)
  • When a regular booker stops booking (more than 10 bookings but none in the last 6 months)
  • When a customer booked once but not again in the last month
  • When the first invoice is paid
  • Days before contract starts
  • A number of days after a delivery was received, but not collected
  • A number of days after the first contract starts

A User Subset

The user subset is simply the group of users you want to have receive the reminder.
Reminders can be sent to:

  • An individual customer or admin user
  • Members signed up to specific plans
  • All members
  • All contacts
  • All customers

You can also choose to send reminders to a specific email address.