Customer Management & ExperiencePurpose
1.2. Automating engagement fosters timely renewals, reduces management overhead, and elevates customer satisfaction by automatedly notifying well in advance.
1.3. Enables workflow-based automation for recurring passes, single-visit bookings, and membership expiry, linking to payment or extension actions.
1.4. Automates compliance with local public wellness industry requirements related to booking and pass validity notifications.
Trigger Conditions
2.2. Status change triggers: when a pass or booking state changes to “expiring soon” or “expired.”
2.3. Payment/renewal failure triggers: automate when a renewal is missed.
2.4. System cron job or polling automator finds eligible passes/bookings per schedule.
Platform Variants
• Feature: Programmable Messaging API
• Setting: Configure automated SMS/WhatsApp reminder; sample: Schedule message to +1XXXXXXXXXX with expiry date merge tag.
3.2. SendGrid
• Feature: Mail Send API
• Setting: Template with dynamic fields; send automated email reminder via scheduled API call.
3.3. Slack
• Feature: Incoming Webhooks
• Setting: Automatedly post to #customer-notifications when reminders are dispatched.
3.4. Microsoft Outlook 365
• Feature: Mail REST API
• Setting: Automation schedules email reminders from public bath email address to customers.
3.5. Google Calendar
• Feature: Events API
• Setting: Automatically create calendar events with automated reminders before expiry.
3.6. HubSpot
• Feature: Workflow Automation
• Setting: Automated workflow triggers email/SMS when pass/booking is nearing expiry.
3.7. Salesforce
• Feature: Flow Builder (Process Automation)
• Setting: Automatedly send reminders when Opportunity Status = “Expiring Pass.”
3.8. Mailchimp
• Feature: Customer Journey
• Setting: Automation sends email reminders on expiry using merge fields.
3.9. Zapier
• Feature: Scheduled Zaps
• Setting: Automate pulling expiring records and triggering reminder actions via connected apps.
3.10. Zoho CRM
• Feature: Workflow Rules
• Setting: Automated reminder email or SMS when field “Expiry” is within X days.
3.11. ActiveCampaign
• Feature: Automation Builder
• Setting: Automates multi-channel (email/SMS) reminders with timer triggers.
3.12. Pipedrive
• Feature: Workflow Automations
• Setting: Notify or remind contacts regarding expiring deals or bookings.
3.13. Freshdesk
• Feature: Automated Ticket Triggers
• Setting: Auto-generate tickets for soon-to-expire customer passes.
3.14. Intercom
• Feature: Automated Messaging
• Setting: Send in-app or email automated reminders to customers.
3.15. AWS SNS (Simple Notification Service)
• Feature: Publish/Subscribe API
• Setting: Publish automated SMS/email notifications at lifecycle events.
3.16. Google Sheets
• Feature: Time-driven Triggers (Apps Script)
• Setting: Script checks for expiring records and automatedly emails customers.
3.17. Notion
• Feature: Notion API
• Setting: Automated reminder page or database update when pass expiry dates approach.
3.18. ClickSend
• Feature: Messaging API
• Setting: Automated SMS/email reminders, scheduled by expiry dates.
3.19. Calendly
• Feature: Event Reminders
• Setting: Automate pre-expiry and post-expiry reminders for bookings.
3.20. Monday.com
• Feature: Automations
• Setting: Automated automator creates notification or sends emails on upcoming/expired passes.
Benefits
4.2. Boosts customer retention with proactive, consistent communication automatedly.
4.3. Reduces operational bottlenecks by automating repetitive notification tasks.
4.4. Supports regulatory compliance in the wellness/public bath sector via standardized expiry alerts.
4.5. Enables data-driven automation across multiple channels, supporting diverse notification preferences.
4.6. Integrates with CRM, ERP, and communication stacks for a seamless, automated workflow.