You have the ability to introduce custom e-mails to be delivered upon the following actions:

  • Membership or Loyalty Card is set to Active (membershipActive) - this will send out when a membership, that is not associated with a service billing.
  • Membership is Subscribed to (membershiptx) - this will send when a billable membership is subscribed to.
  • Service is Subscribed to (servicetx) - this will send when a person activates a subscription (not associated with a membership). 
  • Membership is Renewed (membershiptx_renewed) - this will send out as soon as a membership is renewed.  It will replace the default out of the box email.
  • Service Subscription is Renewed (servicetx_renewed) - this will send out as soon as a service subscription (not associated with a membership) is renewed.  It will replace the default out of the box email.
  • Membership Fails Billing (membership_failed) - this will send out as soon as a membership fails billing.  It will replace the default out of the box email.
  • Membership Fails Billing (service_failed) - this will send out as soon as a service subscription (not associated with a membership) fails billing.  It will replace the default out of the box email.
  • Subscription fails due to no billing method on file (billing_method) - this will send to any subscription that doesn't have a payment method on file.
  • Subscription successfully invoiced (billing-invoiced) - this will allow you to send a different message to those that are invoiced vs. charged.
  • Membership is Cancelled (membership_cancelled) - this will send when a membership is cancelled either as it happens or on the requested cancellation date.
  • Subscription is Cancelled (service_cancelled) - this will send when a subscription (not associated with a membership) is cancelled either as it happens or on the requested cancellation date.
  • Member Checks In (membershipscan) - this will send when a member checks in by scanning their ID or clicking check-in.


Go to an Email or SMS under Notifications to schedule when to send.  You will find additional options associated with memberships and subscriptions.

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