Automated reminders for package/session expiry

Purpose

1.1. Automate the sending of reminders to clients and instructors for upcoming expiration of packages or session credits within aromatherapy class bookings.
1.2. Automate notifications to avoid lost revenue, maximize client retention, and ensure clients leverage all paid sessions within their eligibility window.
1.3. Automating this addresses forgetfulness, streamlines follow-ups, and keeps schedules optimized in education-focused wellness and spa businesses.

Trigger Conditions

2.1. Automated trigger when a session or package is nearing expiration (e.g., 7 days, 3 days, and 1 day before expiry).
2.2. Automation initiates when no bookings remain or when a package expiry date approaches based on booking system data.
2.3. Automator is activated by updates in CRM, booking database, or e-commerce systems indicating session depletion or lapse.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated messaging API; configure scheduled SMS with package/session expiry from customer database.
3.2. SendGrid
• Feature/Setting: Automated email notifications; use “Scheduled Sends” API tied to expiry fields in the database.
3.3. Google Calendar API
• Feature/Setting: Automated reminders via event notifications; program triggers for expiry reminders as calendar events.
3.4. Outlook Calendar API
• Feature/Setting: Automate event-based reminders; utilize REST API to schedule expiry alert emails.
3.5. Slack
• Feature/Setting: Automate channel or direct reminders; use Slack API to send expiry DM or channel announcement.
3.6. Discord
• Feature/Setting: Automate bot-triggered messages; configure via Bot API to message clients about session expiry.
3.7. WhatsApp Business API
• Feature/Setting: Automated template messages; schedule expiry notification delivery using WhatsApp messaging API.
3.8. Mailgun
• Feature/Setting: Automated batch email; utilize Scheduled Delivery feature connected to expiry tracking in CRM.
3.9. ActiveCampaign
• Feature/Setting: Automated email sequence; configure expiry-triggered automation flow with “Date-Based Trigger.”
3.10. HubSpot
• Feature/Setting: Automate workflow; use customer property “session expiry” to trigger reminder actions.
3.11. Salesforce
• Feature/Setting: Automated process builder flow; tie expiry-date field in Contacts to scheduled notifications.
3.12. Airtable
• Feature/Setting: Automate with “Scripts” or “Automations”; schedule updates and email/SMS reminders for expiring bookings.
3.13. Zoho CRM
• Feature/Setting: Automated workflow rules; configure reminder actions on package/session expiry field.
3.14. Pipedrive
• Feature/Setting: Automate with workflow automation; map session expiry dates to trigger reminder communications.
3.15. Gmail
• Feature/Setting: Automated mail scheduling; use Google Apps Script for expiry reminders sent from custom triggers.
3.16. Outlook (Microsoft 365)
• Feature/Setting: Automate with Power Automate; set up flow to detect expiry and send reminders via Outlook.
3.17. Telegram Bots
• Feature/Setting: Automated expiry alerts; program bot message for those with sessions or packages nearing end.
3.18. Facebook Messenger API
• Feature/Setting: Automate chat reminders; use Messenger Send API for session expiry notifications.
3.19. Freshdesk
• Feature/Setting: Automated ticket or email for upcoming expiry; configure using Freshdesk automations.
3.20. Monday.com
• Feature/Setting: Automate item-based emails or notifications; use expiry dates to trigger automations in workflows.
3.21. ClickSend
• Feature/Setting: Automated SMS/Email; configure scheduled campaigns using expiry fields as triggers.
3.22. Zapier
• Feature/Setting: Automate connections between booking tool and communication channels; trigger expiry reminders multi-channel.
3.23. Mailchimp
• Feature/Setting: Automate segmented email reminder; set up audience “package expiring” field as campaign trigger.
3.24. Intercom
• Feature/Setting: Automate in-app or email reminders; use ‘auto message’ on customer expiry date in CRM.
3.25. Shopify
• Feature/Setting: Automate customer email flows via Shopify Automations; trigger expiry reminder based on booking data.

Benefits

4.1. Automated reminders reduce manual workload and eliminate missed expiry communication.
4.2. Automating expiry alerts maximizes package usage and client retention in educational wellness settings.
4.3. Automation lessens revenue leakage by encouraging timely package renewals.
4.4. Automating communications enhances customer satisfaction and loyalty through proactive engagement.
4.5. Automation improves operational efficiency and accuracy, ensuring timely outreach every time.