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What happens when a pass is about to expire?
What happens when a pass is about to expire?

Set up email notifications for passes running out

Chris avatar
Written by Chris
Updated over a week ago

An email can be automatically sent from Punchpass to let someone know their pass is about to expire.

To set up or disable this feature, you can edit the pass (or passes) you want to modify. From Manage > Passes, select the desired pass, and press Edit. You can then change the pass setting to enable/disable emails when the pass is about to expire.

Sending Pass Expiring Soon Reminders

In the settings for each pass, you'll find an option to turn on sending email reminders when a pass is about to expire.

You need to turn this on for every pass type you want emails sent. For example, you probably DO want emails sent for your 10-visit punchcard, but not your drop-in passes.


Where to find the setting

From Manage > Passes, select an existing pass and press edit, or create a new one.

You'll see the option to send a reminder a little ways down the page, and when turning this om will be able to select how far in advance you'd like to send out the reminder.

Notifications can be sent 2 days, 1 week, 2 weeks, 3 weeks, or 4 weeks before a customer runs out of credits or the pass is about to expire.

Personalize the Pass Ending Soon Reminder email template

From Manage > Settings, select the Customer Communications section. Here you'll find reservation reminder email templates that we send on your behalf to your customers.

The Pass Ending Soon template is a great place to add a link to your site!

That's it!

Emails will be sent at the time of your choosing when a pass either has 2 punches left OR the selected weeks left before it expires. Passes are then flagged as having had the email sent, so a pass won't be sent the email again. 

Here's a little cheat sheet about how Punchpass helps you manage passes that are about to expire. Here's our guide to all the email notifications Punchpass can send and you might also be interested in setting up automations too.

Is an email sent to the Customer?

Is an email sent to the company email address*?

Is there a report with this information?

When a Customer's Pass is about to Expire

Optional - Yes, if you've set this up per pass.

No.

Yes! The Passes Expiring Soon Report.

The expiration date of a pass has been updated by an Admin

If you've opted to send this notification for the pass, an email will be resent.

No.

Yes! The Passes Expiring Soon Report.

What happens if I update the pass expiration date for a customer?

If the pass is set to send a 'pass expiring soon' reminder, when an account administrator extends the pass expiration date, Punchpass will resend the expiring soon email when appropriate.

* Your company email address lives in the General Settings section of your account.

Interested in learning more about email notifications in Punchpass? Please see this guide.

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