WhatsApp reminder messages for renewals

You sent one renewal reminder. Where are the other forty?

Remind customers to renew memberships, subscriptions and servicing on WhatsApp, from the date on their card, at the time you choose.

30 minutes. You choose the day and the time.

  • Sent from the date on their card
  • From your own WhatsApp number
A yoga studio's reminder
  1. Hi Aisha, your 10-class pass ends on 14 Dec. Want to renew? Reply 1 and we'll send the details.

    7 Dec, 9:00am7 days before the date on her card
90 days
before or after a date, at most
Yearly
by default, or set it to run once
9am to 8:30pm
when it can send, on the half hour
2 reminders
before each booking, by default

Six moments

Six reminders you'll stop sending by hand

01The date

Pick the date: a renewal, a service, a birthday.

You know who's due to renew. It's in a spreadsheet you check when you remember. Put the date on each customer's card instead: when a membership ends, when the aircon's next service is due, when a subscription renews. One workflow covers everyone who has that date.

  • Any date field on the card, with their name and the date in the message
  • One workflow for every customer who has that date
Workflow - Pass renewal
  1. TriggerBefore or after a date on their card: Pass ends

02Before it lapses

Remind them before it lapses, not after.

Once a pass has lapsed, you're winning the customer back from scratch. Pick how many days before or after the date, up to 90, and the time it goes, from 9am to 8:30pm. A week before a pass ends, the day a service is due, or a week after a renewal you never heard back on.

  • Any day, up to 90 days before or after the date
  • On the half hour, 9am to 8:30pm
  • Paced like every other message from your number
Workflow - Pass renewal
  1. Date on her cardPass ends: 14 Dec

03Next year

Yearly reminders you set up once.

Next December's renewals shouldn't need setting up again. A yearly reminder fires on the same day each year. Or make it a one-off, for a date that won't come round again.

  • Runs every year until you switch it off
Workflow - Membership renews
  1. Set upMembership renews, 7 days before, yearly
    Set up once
  2. 7 Dec 2026Hi Aisha, your membership renews on 14 Dec. Want to keep your spot?

04They reply

A yes lands in your inbox, on their chat.

"Yes, renew please." The reply lands on their chat in your team inbox. Your agent can answer what it knows, or a question step can ask "Reply 1 to renew" and branch on the answer.

  • Replies in the team inbox
  • Ask a question and branch on the answer
  • Stop the rest once they reply, if you switch that on
WhatsApp - Aisha
  1. Hi Aisha, your 10-class pass ends on 14 Dec. Want to renew? Reply 1 and we'll send the details.

    Workflow, 7 Dec, 9:00am

05Booked visits

Booked customers get a reminder on the day.

A booked customer who forgets is an empty slot. For bookings, reminders go at 9am on the day and two hours before. Pick other times if you like, up to four for each booking.

  • 9am on the day, and 2 hours before
  • Up to four per booking
Appointment, Michelle, Thu 3:00pm

Hi Michelle, a reminder our team arrives Thu 3:00pm for your deep clean. See you then!

Goes Wed 3:00pm

Thanks for having us today, Michelle. If you're happy with the clean, would you leave us a Google review?

Goes Thu 5:00pm

06No answer

No reply? A teammate gets a task to call.

Some customers never reply, and they're the ones worth a call. Switch on "end it when they reply", and anyone still in the workflow three days later hasn't answered. The workflow creates a task for a teammate to call them, or tells the team.

  • A task for a teammate, made by the workflow
  • A message to your team
Workflow - Pass renewal
  1. 7 Dec, 9:00amReminder sent to Ravi: your pass ends on 14 Dec

And the rest

And the small stuff, handled

BirthdaysA happy birthday on the day.
Payment dueA nudge a few days before the due date on their card, sent before anyone has to chase it.
ServicingWhen the next service date comes round, so does the reminder.
Opt-outs skippedAnyone who asked you to stop is left out, checked again just before each message goes.
Run historyWho got which reminder, and when.
Test firstA test run reaches nobody.

Goes well with

Let next month's renewal reminders go out without you.

30 minutes. You choose the day and the time.

Before you set one up

Questions about reminders on your own number