Configure Membership Notifications

Membership notifications provide an effective way to keep your clients informed about the status of their memberships. This article will walk you through the process of setting up automated notifications to ensure your clients receive timely updates regarding their memberships.

Things to know:

• There are eight customizable templates available for membership notifications
• Membership notifications can be configured to be received via text and email
• Activating membership automated message templates ensures clients receive notifications about their memberships
• Clients must have an email address and/or phone number stored in their profile to receive automated messages about memberships

Configuring Notification for Memberships

1. Go to Marketing > Automated Messages

2. Navigate to the "Membership" section

3. Hover over one of the notification statuses to see the options to 'View' or 'Activate' the template

4. Select the 'View' option

From here, you can set your preferences and edit the template:

• Delivery by:- This allows you to select your preferred method of delivery: email or text message.
  • Email: The client must have an email address on file and be opted in to receive transactional emails
  • Text Message: The client must have a mobile number on file and be opted in to receive transactional SMS
• Reply-to-Name: Name of the business that appears when your clients reply to an auto-email. We will use the business name that was added to the business profile page
  • Email Subject: 
  • Add Directions: You can add directions for each of your locations. They will be featured in clients' appointment-related emails 
  •  Add Service-specific instructions : You can add instructions for each of your services. They will be featured in clients' appointment-related emails and SMS
  • Body of the template: You can edit the email's body by clicking anywhere in the textbox

5. Select the "Save" option at the bottom of the screen

Notification sent to clients

Email

Text Message

For more information, contact us at support@mytime.com.