Reminders

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.

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.

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.