Membership Email & SMS Notifications

Automated notifications keep customers informed about their membership status.

Available Triggers

Configure these in Automations:

MEMBERSHIP_PURCHASED

• When: New membership is activated
• Purpose: Welcome customer, confirm details
• Content: Plan name, price, benefits, start date

MEMBERSHIP_RENEWAL_REMINDER

• When: X days before renewal (configurable)
• Purpose: Remind customer of upcoming charge
• Content: Billing date, amount, how to cancel/update

MEMBERSHIP_RENEWED

• When: Successful renewal payment
• Purpose: Confirm continued membership
• Content: New period dates, amount charged

MEMBERSHIP_CANCELLED

• When: Customer or staff cancels
• Purpose: Confirm cancellation details
• Content: Effective date, benefits end date

MEMBERSHIP_EXPIRED

• When: Cancelled membership reaches end date
• Purpose: Final notification of membership end
• Content: Benefits no longer available

MEMBERSHIP_PAYMENT_FAILED

• When: Renewal payment fails
• Purpose: Alert customer to update payment
• Content: Error info, retry schedule, update link

Template Variables

Use these placeholders in your templates:

Customer Info

• {{client_name}} - Full name
• {{client_first_name}} - First name only
• {{client_email}} - Email address

Membership Info

• {{membership_name}} - Plan name
• {{monthly_price}} - Monthly amount
• {{next_billing_date}} - Next charge date
• {{cancellation_date}} - When membership ends (if cancelled)
• {{days_until_renewal}} - Days until next charge

Business Info

• {{business_name}} - Your salon name
• {{portal_link}} - Customer portal URL

Setting Up Notifications

Via Automations Page

1. Go to Automations in main menu
2. Find Memberships category
3. Enable desired triggers
4. Customize email/SMS templates
5. Save changes

Channels

• Email - Rich HTML with full details
• SMS - Short text notifications
• WhatsApp - If enabled in your plan

Best Practices

1. Welcome Email - Make it warm and informative
2. Renewal Reminders - Give enough notice (7+ days)
3. Payment Failed - Be helpful, not alarming
4. Cancellation - Thank them, leave door open