Package Expiry Notifications

Automated notifications help customers use their remaining sessions before packages expire.

Automation Triggers

Package Expiring Soon

Trigger: PACKAGE_EXPIRING

Sent when a package is about to expire (configurable days before)
Reminds customer of remaining sessions
Includes booking link to schedule appointments

Package Expired

Trigger: PACKAGE_EXPIRED

Sent when a package has expired
Informs customer their sessions are no longer valid
Can include special offer to purchase a new package

Package Fully Used

Trigger: PACKAGE_FULLY_USED

Sent when all sessions have been redeemed
Congratulates customer on completing the package
Encourages purchase of another package

Package Purchased

Trigger: PACKAGE_PURCHASED

Sent when customer buys a new package
Confirms purchase details and included services
Includes instructions on how to book sessions

Setting Up Notifications

Via Automations Page

Go to Automations in the main menu
Find the Client Loyalty category
Enable the package-related automations
Customize email templates with your branding

Available Channels

Email - Full HTML template with package details
SMS - Short text message with key info
WhatsApp - Rich message (if enabled)

Template Variables

Package notifications support these variables:

{{client_name}} - Customer's full name
{{client_first_name}} - Customer's first name
{{package_name}} - Name of the package
{{remaining_sessions}} - Number of unused sessions
{{expiry_date}} - Package expiration date
{{days_remaining}} - Days until expiry
{{business_name}} - Your business name
{{booking_link}} - Link to book appointments

Expiry Color Coding

In the admin interface, package expiry dates are color-coded:

Green - Valid, plenty of time remaining
Amber - Expiring within 30 days
Red - Already expired

This helps staff quickly identify customers who need to be reminded to use their packages.

Use case scenarios

Scenario 1: 14-day expiry reminder

A package expires in 14 days. The system emails the customer: "Your 5x cuts package expires soon, you have 2 sessions left." Customer books the remaining sessions, salon collects the value.

Scenario 2: Last-week push

7 days before expiry, second reminder: "Last week to use your package!" Plus a special offer to extend or upgrade. Customer either redeems or upgrades.

Scenario 3: Expired package recovery

Package expired with 2 unused sessions. Automated email: "Your package expired with 2 unused sessions. We'd love to give you a 20% discount on a new package as a goodwill." Customer often takes the offer.

Scenario 4: Multi-channel

Customer didn't open email. SMS goes 3 days before expiry. Combined open rates 60-70% vs. email-only at 25%.

Tips

Set realistic days_before_expiry: 14 days is the minimum, 30 days for high-value packages.
Personalize the template: use {{client_first_name}} and {{remaining_sessions}}.
Combine email and SMS: each channel reaches a different sub-segment.
Track conversion: how many recipients book vs. let it expire? Adjust timing/content.

Package expiry notifications