How do I setup the reminder for contract renewal?

In this article, you will learn how to set up and manage reminders for contract renewals in PerfectGym Next. This guide covers the necessary configurations for ensuring customers are notified about their contract renewals.

• Automatic Contract Renewal Setting
• Notification Configuration
• Customizing the Reminder Period

Fast Lane

1. Navigate to Settings / Membership management / Rates / Edit term you want to add the notification
2. Set the contract to automatic renewal.
3. Enable the notification for contract renewal.
4. Specify the number of days before the renewal date for the notification to be sent.
5. Save the settings.

Automatic Contract Renewal Setting

To set up a reminder for contract renewals, the contract must be configured for automatic renewal within the rates settings. This ensures that the contract will continue unless a cancellation is made.

1. Go to the rates section where you manage the contract details.
2. Ensure that the option for automatic renewal is selected.

Notification Configuration

Once the contract is set for automatic renewal, you can enable the notification feature to inform customers about the upcoming renewal.

1. In the same rates section, locate the notification settings.
2. Check the option to send a notification for contract renewal.

Customizing the Reminder Period

You can customize the number of days in advance the reminder is sent to the customer. This allows for flexibility based on your business needs.

1. Enter the desired number of days before the renewal date in the provided field.
2. This ensures that customers receive a timely reminder about their contract renewal.