Warn when a package is expiring

Remind patients of unused sessions before a package expires, with a link to book.

Table of Contents

Create a workflow with On a schedule, daily.
Filter to packages expiring in a set number of days.
Send an email or text with what's left and how to book.
Test, then click Publish.

Good timing is a few weeks before the date, so that they can still get an appointment.

Up next

Next, read Follow up on an expired gift card.