Auto-reminder for upcoming renewals or expiring credits

Purpose

1. Automate notifications to clients about upcoming class renewals, expiring session credits, or package expirations to reduce churn, improve retention, and prompt timely bookings and payments specifically for aerial dance fitness class participants.

2. Ensure consistent communication across SMS, email, mobile, and web to eliminate missed updates on renewals or expiring credits, supporting business continuity and customer satisfaction.

Trigger Conditions

1. Detection that a booking, membership, or class pass is expiring within set days (e.g., 7, 3, 1 day before expiration).

2. System log identifies expiring credits for any client, based on the current date matching configured lead time.

3. Successful payment or booking triggers schedule for the next reminder cycle.

Platform Variants

1. Twilio SMS

• Feature/Setting: "Programmable SMS" — Trigger SMS with dynamic reminder text via API (sendMessage); webhook listens for expiring credits, invokes SMS delivery.
  

2. SendGrid

• Feature/Setting: "Transactional Templates" — Configure email template for reminders; trigger send via API (v3/mail/send) on expiration events.
  

3. Mailgun

• Feature/Setting: "Messages API" — Set up automated emails with dynamic fields for expiration; POST to /messages endpoint; schedule by webhook.
  

4. Gmail API

• Feature/Setting: "Users.messages.send" — Automate email to customer inbox; trigger using OAuth authenticated calls at expiration threshold.
  

5. Slack

• Feature/Setting: "chat.postMessage" — Direct message staff or channel for manual calls/texts to clients approaching renewal.
  

6. Microsoft Teams

• Feature/Setting: "Teams Bot/Send Message" — Bot posts scheduled messages to assigned staff channel with client renewal lists.
  

7. Discord

• Feature/Setting: "Webhook" — Send reminder notifications to a private server or client support channel.
  

8. WhatsApp Business API

• Feature/Setting: "messages/send" — Automate WhatsApp reminders for client mobile numbers with custom content.
  

9. Telegram Bot

• Feature/Setting: "sendMessage" — Telegram bot nudges clients on approaching expiration dates.
  

10. Salesforce

• Feature/Setting: "Process Builder/Workflow Email Alert" — Trigger workflow when membership/booking expiry date is close.
  

11. HubSpot

• Feature/Setting: "Workflows" — Automate reminders with contact property filters and scheduled sends.
  

12. Zoho CRM

• Feature/Setting: "Workflow Rules" — Send email or SMS via integrated services when credit expiration criteria met.
  

13. ActiveCampaign

• Feature/Setting: "Automations" — Trigger series of reminders (email/SMS) before expiry date.
  

14. Pipedrive

• Feature/Setting: "Workflow Automation" — Create reminders tied to deal stage or custom expiry field.
  

15. Calendly

• Feature/Setting: "Event Reminders" — Auto-send scheduled reminders for renewals to user emails/SMS.
  

16. Google Calendar API

• Feature/Setting: "Events.watch" — Subscribe to event changes, send reminders as credits/renewals approach.
  

17. Outlook Calendar API

• Feature/Setting: "CalendarView" — Monitor expiry-related events, send reminders through Flow/Power Automate.
  

18. Intercom

• Feature/Setting: "Outbound Messages" — Push reminder messages to users via email, in-app, or bot channel.
  

19. Freshdesk

• Feature/Setting: "Automations" — Send tickets or notifications to respective agents when expiration detected.
  

20. Zapier

• Feature/Setting: "Scheduled Zap" — Multi-platform reminders triggered at any defined schedule by expiration date.
  

21. Shopify

• Feature/Setting: "Order/Webhook" — Detect approaching subscription expiration, send notification via email app integration.
  

22. Stripe

• Feature/Setting: "Customer.subscription.trial_will_end" — Trigger alert to client when recurring payment period or package window expires.
  

Benefits

1. Increases client retention by prompting timely renewals.

2. Minimizes revenue leakage from forgotten expirations.

3. Reduces manual staff workload for follow-ups.

4. Delivers consistent client experience with multi-channel reminders.

5. Facilitates data-driven customer engagement tracking across all communication platforms.