Automated Package Emails

If you offer appointment packages to your clients, you can send two automated emails: Package Expiring and Package Sessions About to End.

Package Expiring Email

When a package has an expiry date, you can set an automated email to go out to the client X number of days before the expiration date. This will remind the client that the expiration date is approaching and inform them of how many sessions they have left.

1. Click Bookings → Booking Settings.
2. Select the Messages tab.
3. Click the Add Email button.
4. From the Please choose what you want to do: window, select Create a 'Package Expiring' email template.
5. Complete the following:
   1. Give the email a Name.
   2. If you wish to send the email for specific packages only, uncheck All packages and select the ones you want.
   3. Enter how many days before package expiration to send the email.
   4. Enter an Email Subject line.
   5. Type the email body. Click Add Field to add Placeholders, which will auto-populate information from the client's profile.
6. Once ready, check the box labeled Is Active.
7. Click Save.
   

   

Package Sessions About to End Email

This email template is sent based on how many sessions are left in client's package. It can only be sent once per package. Practices typically use it to let a client know that they have one session left or no sessions left. Its purpose it to encourage them to purchase another package.

1. Click Bookings → Booking Settings.
2.  Select the Messages tab.
3. Click the Add Email button.
4. From the Please choose what you want to do: window, select Create a 'Package Sessions About to End' email template.
5. Complete the following:
6. Indicate how many sessions should be left in package when email sends.
7. Enter an Email Subject line.
8. Type the email body. Click Add Field to add Placeholders, which will auto-populate information from the client's profile.
9. Once ready, check the box labeled Is Active.
10. Click Save.