-
Reminding members that their contract is going to expire in a few days.
-
Sending a congratulatory message when members have been signed up to a plan for a year.
- Offering discounts to customers who haven't booked in a few months to encourage them to start booking again.
Creating Reminders
-
If the side menu is not visible, click
.
-
Click Add reminder.
-
Complete the form fields (see the table below for a description of each reminder option).
-
Click Save.

Field |
Description |
Name |
Gives a name to the reminder. This name is internal and won't be shown to customers. |
Location |
Lets your select a specific location from the dropdown list if you manage a network. |
When to show the reminder? |
The trigger that defines when the reminder should be sent. The following triggers are available:
|
How to send the reminder? |
You can select from these options:
|
Which type of customer should trigger the reminder? |
Defines who should receive the reminder. The following option are available:
|
Who should receive this reminder? |
Defines whether the reminder should be sent to the customer's email address by default or a specific email address. |
Editing Reminders
-
If the side menu is not visible, click
.
-
Click CRM > Reminders.
-
Click the reminder you want to edit.
-
Make the necessary changes to the reminder record.
-
Click Save changes.

Deleting Reminders
-
If the side menu is not visible, click
.
-
Click CRM > Reminders.
-
Click the
icon next to the reminder you want to delete and click Delete.

Comments
Please sign in to leave a comment.