How to Set Up Subscription Renewal Reminders

Here’s how to set up subscription renewal reminders in your gym management software, starting from the “Account” tab of your Dashboard.

The step-by-step instructions are below.

1. Automations

Click Automations to open the automation settings and manage your workflows.

2. Create New Automation

Click the Create New Automation dropdown field and select the specific automation you want to create.

3. Select Send a Message:One Time

From the dropdown field, select Send a Message: One Time.

4. Edit Automation

Click on the edit icons to customize the settings.

5. For “When?”

Select the frequency for when reminders will be sent. Choose the number of days, weeks, or months, then select the trigger “a subscription renewal.”

6. For “Who?”

Select the option for users who are tagged or not tagged with specific tags to define user targeting.

7. For “Send To?”

Enable Send to Account, or select a specific staff member from the drop-down list.

8. For “How?”

Select the delivery method for the notification.

9. Customize Message

Enter and customize the subject line and message content. You can add the following variables in your message: {name} and {location}. These will be replaced with the actual values in the message. Click the Save button to save your automation.

You have successfully set up subscription renewal reminders by creating a new automation, configuring the trigger event, applying filters to target specific accounts, and setting the timing for the reminder messages. To verify success, check that the automation appears in your list and triggers as scheduled. Next, you can explore setting up other automations like trial ending or expired package notifications to further automate your client communications.

Now, you can set up subscription renewal reminders!