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:
- The ability to configure membership notifications is governed by the "Accessing Automated Messages" access control setting.
- There are nine customizable templates available for membership notifications
- Membership notifications can be configured to be received via text and email
- You can set the notification to be sent a specific number of hours, days, weeks, or months before the membership expires. By default, it is set to 1 day before expiration.
- 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
- Any staff member with the "Receive operations alerts email" checkbox checked along with the client will receive membership payment failure notifications
Contents
- Membership Automated Message Templates
- Configuring Notification for MembershipsNotification sent to clients
Membership Automated Message Templates
| Template | Description | Delivery Methods |
| Membership Cancelled | This notification is automatically triggered when a membership is cancelled | - Text |
| Membership Expired | This notification is automatically triggered when a membership has expired | - Text |
| Membership Paused | This notification is automatically triggered when a membership has been paused | - Text |
| Membership Payment Failed | This notification is automatically triggered when a membership payment has failed | - Text |
| Membership Purchase Failed | This notification is automatically triggered when a membership purchase fails | - Text |
| Membership Purchased | This notification is automatically triggered when a membership has been purchased | - Text |
| Membership Suspended | This notification is automatically triggered when a membership has been suspended | - Text |
| Membership Credits Upcoming Expiration | This notification is sent to clients to inform them that their membership credit is about to expire. It can be configured to be sent in advance by a number of days (up to 99), hours (up to 99), weeks (up to 99), or months (up to 99) before the membership credit expires. | - Email - Text |
| Membership Upcoming Expiration | This notification is sent to clients to inform them that their membership contract is about to expire. It can be configured to be sent in advance by days (up to 99 days), hours (up to 99 hours), weeks (up to 99 weeks), or months (up to 99 months) before the contract expires. | - Text |
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: You can specify a fallback delivery method (email or SMS) when the primary method is unavailable.
- Use if available: This is the primary method that will be attempted first
- Use if other methods not available: This method will be attempted if the primary option is unavailable (because contact information is not on file or the user opted out)
- Never Use: This method will not be used, even if none of the other options are available
- Delivery methods configured before February 3, 2025 (when fallback delivery methods were introduced) will have the following default selections:
- For enabled delivery methods, the 'Use if available' option will be selected.
- For disabled delivery methods, the 'Use if others are not available' option will be selected.
- 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: This is the name that appears when clients reply to an automated email. By default, it is pulled from the business name set on the Business Profile page.
- Reply -to-Email: By default, this is set to the location's email address.
- If no email is configured for the location, the system will use the location owner's email instead.
- If the hidden setting "Use a specific reply-to email for outbound emails" is enabled, the system will use the email address entered in the "Reply-To Email for Outbound Emails" field.
- Email Subject: The subject line of the email as it will appear in the client’s inbox.
- 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: This is the content of the email that will be sent to your clients. You can customize the message, include dynamic fields, and apply styling as needed.
5. Select the "Save" option at the bottom of the screen
Notification sent to clients
Text Message
For more information, contact us at support@mytime.com.
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