Package and multi-class pass expiration reminders

Purpose

1.1. To automatically remind clients of upcoming or past package and multi-class pass expirations, ensuring they stay informed, reducing lost revenue from unused passes, and enabling proactive renewals.
1.2. Supports streamlined communications across email, SMS, mobile app notifications, and integrations with POS/CRM, catering to both customers and staff.
1.3. Provides actionable data for sales and retention, supports auto-renewal flows, and reduces manual administrative workload for aerial dance studios.

Trigger Conditions

2.1. Package or class pass set to expire within configurable days (e.g., 7, 3, 1 day(s) before, or at expiration).
2.2. Pass already expired without renewal or usage.
2.3. Payment not completed for renewal or upcoming expiration.
2.4. Customer activity such as logins, bookings, or cancellations near expiration.
2.5. Change in contact information or communication preference requiring reminder resend.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API – Configure event-triggered outbound SMS with {customer_name}, {pass_type}, {expiry_date}.
3.2. SendGrid
• Feature/Setting: Transactional Email API – Setup dynamic templates for expiry notifications, using fields {email}, {expiry_days_left}.
3.3. Mailgun
• Feature/Setting: Messages API – Automate expiry emails from verified sender; enable tracking for opens/clicks.
3.4. Slack
• Feature/Setting: Incoming Webhooks – Alert staff channel of upcoming customer expirations with daily summary.
3.5. WhatsApp Business API
• Feature/Setting: Message Templates – Automate customer reminders using pre-approved WhatsApp templates with variables.
3.6. Microsoft Teams
• Feature/Setting: Connector API – Push card notifications on expiring passes to relevant business groups.
3.7. Zendesk
• Feature/Setting: Ticket Automation – Create renewal tickets if pass expires without action, assign to retention agent.
3.8. Google Calendar
• Feature/Setting: Calendar Events API – Add personalized calendar events for pass expiry to client's shared calendar.
3.9. Salesforce
• Feature/Setting: Process Builder – Trigger expiry task automation and send follow-up messages via Salesforce inbox.
3.10. HubSpot
• Feature/Setting: Workflows – Enroll contacts to an “expiring pass” workflow, auto-email sequence for renewals.
3.11. ActiveCampaign
• Feature/Setting: Automations – Launch multi-stage reminders and segmented offers for lapsed clients.
3.12. Outlook/Office 365
• Feature/Setting: Flow/Logic Apps – Auto-send calendar invites and follow-ups tied to expiry.
3.13. Zoom
• Feature/Setting: Webhooks – Notify participants with expiring passes ahead of scheduled livestream class.
3.14. Shopify
• Feature/Setting: Script Editor – Auto-tag leftover credits, email with upsell offer before package expiry in store CRM.
3.15. Stripe
• Feature/Setting: Billing API – Trigger renewal offer or final reminder based on subscription status.
3.16. Square
• Feature/Setting: Customer Directory API – Send push/email reminder when pass is flagged to expire.
3.17. Pipedrive
• Feature/Setting: Workflow Automation – Set up activity reminders and auto-notes for expiring deals (passes).
3.18. Klaviyo
• Feature/Setting: Flows – Automated multi-touch expiry email/SMS messaging with personalized offers.
3.19. Facebook Messenger
• Feature/Setting: Messenger API – Dispatch chat reminders to clients with expiring packages using bots.
3.20. Telegram
• Feature/Setting: Bot API – Automated, scheduled personalized messages for expiry warnings to users.
3.21. Zapier
• Feature/Setting: Multi-step Zaps – Integrate multiple channels for expiry reminders, log customer response.
3.22. Airtable
• Feature/Setting: Automations – Update record status and trigger email/SMS on expiry condition met.
3.23. Notion
• Feature/Setting: Database API – Add expiry notice and tasks in relevant team workspace and assign follow-up.

Benefits

4.1. Increases renewal rates and revenue consistency.
4.2. Decreases administrative overhead and human error in notifying clients.
4.3. Enhances client experience via timely, preferred-channel reminders.
4.4. Empowers staff with actionable data for retention efforts.
4.5. Builds trust through proactive communication and seamless service continuity.