We've released three built-in automations to help you do common tasks for your business. Going forward, they come as part of the software - or built-in 😉

While you can change the email content and conditions, editing these automations further is limited. However, these do not count towards your automation quota.

These are located in the automation section of your software with a clear label that says 'Built-in' to differentiate them.

• Package Expiration Reminder sends out a reminder email to your clients before their package expires.
• Membership Renewal Reminder sends out a reminder email when their memberships are about to renew.
• Package Credits Running Low lets clients know when their credits are running low, encouraging them to purchase a new package.

How does this impact business? Here is an example:

You’re a Pilates studio owner, and one of your clients, Jamie, has a busy schedule. They’ve purchased a 10-class package, but as it nears its expiration date, Jamie forgets to use their remaining credits—or even worse, to renew their package.

With OfferingTree’s new Built-in Automations, you can ensure Jamie gets timely reminders without any extra effort on your part:

• Package Expiration Reminder (Default: On): Jamie receives an automatic email a few days before their package expires, encouraging them to finish their classes or purchase a new package.

• Package Credits Running Low (Default: Off): When Jamie has only two credits left, they get a nudge to stock up on their next package, ensuring they never miss a session.

• Membership Renewal Reminder (Default: Off): For members, this built-in automation sends out a helpful heads-up before their membership renews, reducing surprise charges and improving client satisfaction.

Why this matters:

These automations work in the background to keep your clients informed and engaged, ultimately driving more renewals and purchases. And because they’re built-in, they don’t count toward your automation quota, letting you save your custom automations for other business needs.

Customizable and Easy to Use:

While these automations come ready-to-go, you can tweak the email content and conditions to match your business’s tone and style—all from the automation section in your software.

The result?

You spend less time managing manual tasks and more time focusing on what you love: connecting with your clients and growing your business.