In this article you will find every event notification rules can react to, grouped by topic, with the channels each event supports and its shipping method.
Contents
- About this reference
- Membership lifecycle
- Appointments and classes
- Trial sessions
- Payments, dunning and finance
- Self-Service and member requests
- Leads, parents and customer groups
- Loyalty, referral and vouchers
- Availability of events and channels
About this reference
This reference lists every event notification rules can react to. Each row is one entry in the Event dropdown when you add a notification rule.
- When it occurs: what triggers the event.
- Channels: the channels you can pick for the event under Communication. Letter, Text message and App only appear when the matching module is active for your studio.
- Shipping method: the standard shipping method of the event. (fixed) means only this method can be selected, (changeable) means you can choose the other one instead.
To turn an event into a notification, see Set up notification rule configurations.
Membership lifecycle
| Event | When it occurs | Channels | Shipping method |
|---|---|---|---|
| New member | A member is created. | Email, Letter, Text message, App | Automatic dispatch without confirmation (changeable) |
| New membership | A new membership is concluded. | Confirmation before dispatch (changeable) | |
| Online membership signing | A membership is concluded online. | Automatic dispatch without confirmation (fixed) | |
| After membership signing | A membership contract has been signed. Only if activated for your company. | Email, Text message | Automatic dispatch without confirmation (fixed) |
| New member trial contract | A trial contract is concluded. Only if activated for your company. | Email, Letter | Confirmation before dispatch (changeable) |
| Application for membership rejected | A membership application is rejected. | Email, Letter | Confirmation before dispatch (changeable) |
| Self-Service Membership Upgrade | A member upgrades their membership in Self-Service. | Automatic dispatch without confirmation (fixed) | |
| Contract switch (New term) | A membership is switched to another rate with a new term. | Email, Letter | Confirmation before dispatch (changeable) |
| Contract switch (Remaining term) | A membership is switched to another rate and keeps its remaining term. | Email, Letter | Confirmation before dispatch (changeable) |
| Contract amendment | A membership is amended. | Email, Letter | Confirmation before dispatch (changeable) |
| Adjustment of contract extension | The extension term of a membership is adjusted together with its price. | Email, Letter | Confirmation before dispatch (changeable) |
| Reminder of contract ending | The end of a membership is approaching. | Email, Letter | Automatic dispatch without confirmation (fixed) |
| Automatic membership renewal notification | A membership is about to renew automatically. | Automatic dispatch without confirmation (fixed) | |
| Automatic notification of end of initial term | The initial term of a membership is about to end. | Automatic dispatch without confirmation (fixed) | |
| Ordinary cancellation | An ordinary cancellation is entered. | Email, Letter, Text message, App | Confirmation before dispatch (changeable) |
| Extraordinary cancellation | An extraordinary cancellation is entered. | Email, Letter, Text message, App | Confirmation before dispatch (changeable) |
| Online contract cancellation | A member cancels their membership online. | Automatic dispatch without confirmation (fixed) | |
| Contract withdrawal | A member withdraws from a membership. | Automatic dispatch without confirmation (fixed) | |
| Cancellation pro-rated residual maturity | A membership is cancelled and the pro-rated residual term is charged. | Email, Letter | Confirmation before dispatch (changeable) |
| Cancellation complete residual maturity | A membership is cancelled and the complete residual term is charged. | Email, Letter | Confirmation before dispatch (changeable) |
| Cancellation pro-rated residual maturity with collection handover | As for the pro-rated residual term, with the claim handed over to debt collection. | Email, Letter | Confirmation before dispatch (changeable) |
| Cancellation complete residual maturity with collection handover | As for the complete residual term, with the claim handed over to debt collection. | Email, Letter | Confirmation before dispatch (changeable) |
| Automatic cancellation and debt collection transfer (MemberCash) | A membership is cancelled automatically and the claim is transferred to debt collection. | Email, Letter, Text message | Automatic dispatch without confirmation (changeable) |
| Freeze period with membership extension | A freeze period that extends the membership is created. | Email, Letter, Text message, App | Confirmation before dispatch (changeable) |
| Freeze period without membershp extension | A freeze period that does not extend the membership is created. | Email, Letter, Text message, App | Confirmation before dispatch (changeable) |
| Bonus period ends | A bonus period ends. By default the message is sent about five hours after the daily check. | Email, App | Automatic dispatch without confirmation (fixed) |
| External additional module booking | An additional module is booked externally, for example online. | Automatic dispatch without confirmation (fixed) | |
| Internal additional module booking | An additional module is booked in the studio. | Automatic dispatch without confirmation (fixed) | |
| Internal additional module cancellation | An additional module is cancelled in the studio. | Automatic dispatch without confirmation (fixed) | |
| External additional module cancellation | An additional module is cancelled externally, for example online. | Automatic dispatch without confirmation (fixed) |
Appointments and classes
| Event | When it occurs | Channels | Shipping method |
|---|---|---|---|
| Internal appointment booking | An appointment is booked in the studio. | Email, Text message, App | Automatic dispatch without confirmation (changeable) |
| External appointment booking | An appointment is booked externally, for example in the app. | Email, Text message, App | Automatic dispatch without confirmation (fixed) |
| Internal class booking | A class is booked in the studio. | Email, Text message, App | Automatic dispatch without confirmation (changeable) |
| External class booking | A class is booked externally, for example in the app. | Email, Text message, App | Automatic dispatch without confirmation (fixed) |
| Appointment confirmation request | The member is asked to confirm a booked appointment. | Automatic dispatch without confirmation (changeable) | |
| Class confirmation request | The member is asked to confirm a booked class. | Automatic dispatch without confirmation (changeable) | |
| Appointment cancellation | An appointment is cancelled. | Email, Text message, App | Automatic dispatch without confirmation (changeable) |
| Class cancellation | A class is cancelled. | Email, Text message, App | Automatic dispatch without confirmation (changeable) |
| Class participation cancellation | A member's participation in a class is cancelled. | Email, Text message, App | Automatic dispatch without confirmation (changeable) |
| Appointment change | An appointment is changed. | Email, Text message, App | Automatic dispatch without confirmation (fixed) |
| Class changes | A class is changed. | Email, Text message, App | Automatic dispatch without confirmation (fixed) |
| Event reminder | A booked appointment is coming up. | Email, Text message, App | Automatic dispatch without confirmation (fixed) |
| Class reminder | A booked class is coming up. | Email, Text message, App | Automatic dispatch without confirmation (fixed) |
| Waiting list confirmation | A member is added to a waiting list. | Automatic dispatch without confirmation (changeable) | |
| Spot booked | A member on the waiting list is given a booked spot. | Automatic dispatch without confirmation (changeable) | |
| Spot available | A spot becomes available for a member on the waiting list. Cannot be selected for new rules. | Automatic dispatch without confirmation (changeable) | |
| No spot available | The appointment starts and the member on the waiting list did not get a spot. | Automatic dispatch without confirmation (changeable) | |
| Missed appointment reminder | A member did not attend a booked appointment. | Automatic dispatch without confirmation (fixed) | |
| No show penalty | A member receives a no-show penalty. | Automatic dispatch without confirmation (fixed) | |
| Stream for appointment starts | A streamed appointment starts. | Automatic dispatch without confirmation (fixed) |
Trial sessions
| Event | When it occurs | Channels | Shipping method |
|---|---|---|---|
| Internal trial session booking | A trial session is booked in the studio. | Email, Text message, App | Confirmation before dispatch (changeable) |
| External trial session booking | A trial session is booked externally. | Email, Text message, App | Automatic dispatch without confirmation (fixed) |
| Trial session cancellation | A trial session is cancelled. | Email, Text message, App | Confirmation before dispatch (changeable) |
| Successful trial training | A trial training has been completed. | Automatic dispatch without confirmation (fixed) | |
| Paid trail training voucher compensation | A voucher is issued as compensation for a paid trial training. | Automatic dispatch without confirmation (fixed) |
Payments, dunning and finance
| Event | When it occurs | Channels | Shipping method |
|---|---|---|---|
| Manual returned debit | A returned debit is entered manually. | Email, Letter, Text message | Confirmation before dispatch (changeable) |
| Automatic returned debit | A returned debit is recorded automatically. | Email, Letter, Text message | Automatic dispatch without confirmation (fixed) |
| SEPA mandate | A SEPA mandate is created. | Email, Letter | Confirmation before dispatch (changeable) |
| Direct debit mandate | A direct debit mandate is created. | Automatic dispatch without confirmation (fixed) | |
| Contract payment instrument was invalidated | The payment method of a membership becomes invalid. | Email, Letter, Text message | Automatic dispatch without confirmation (changeable) |
| Online payment request | An online payment request is created for an open amount. Only if activated for your company. | Automatic dispatch without confirmation (fixed) | |
| Proof of payment | A proof of payment is issued. | Confirmation before dispatch (changeable) | |
| Individual invoice | An invoice is created for a debt claim. | Confirmation before dispatch (changeable) | |
| Invoice run | An invoice run is completed. | Automatic dispatch without confirmation (fixed) | |
| Online invoice | An online invoice is created. | Automatic dispatch without confirmation (fixed) | |
| Reversal of online invoice | An online invoice is reversed. | Automatic dispatch without confirmation (fixed) | |
| Online proof of account balance | A proof of account balance is issued online. | Automatic dispatch without confirmation (fixed) | |
| Reversal of account balance | A proof of account balance is reversed. | Automatic dispatch without confirmation (fixed) | |
| Online purchase of consumption credits | A member buys consumption credit online. | Automatic dispatch without confirmation (fixed) | |
| Installment plan | An installment plan is created. | Confirmation before dispatch (changeable) | |
| Day ticket confirmation | A day ticket is purchased. | Email, Text message, App | Automatic dispatch without confirmation (fixed) |
| Online voucher sales | A voucher is bought online. | Email, Letter | Automatic dispatch without confirmation (fixed) |
| Reminder of entry card usage | An entry card is almost used up. | Automatic dispatch without confirmation (fixed) |
Self-Service and member requests
| Event | When it occurs | Channels | Shipping method |
|---|---|---|---|
| self-service change request received | A member's Self-Service change request is received. | Confirmation before dispatch (changeable) | |
| self-service change request confirmed | A Self-Service change request is confirmed. | Confirmation before dispatch (changeable) | |
| self-service change request rejected | A Self-Service change request is rejected. | Confirmation before dispatch (changeable) | |
| Self-Service "Refer a friend" application received | A referral request submitted in Self-Service is received. | Confirmation before dispatch (changeable) | |
| Self-Service "Refer a friend" application confirmed | A referral request is confirmed. | Confirmation before dispatch (changeable) | |
| Self-Service "Recruit Friends" application rejected | A referral request is rejected. | Confirmation before dispatch (changeable) | |
| Email entry at membership signing | An email address is entered at membership signing and has to be confirmed. | Automatic dispatch without confirmation (fixed) | |
| Email verification for new lead | The email address of a new lead has to be verified. | Automatic dispatch without confirmation (fixed) | |
| Marketing consent | A member gives marketing consent that has to be confirmed (double opt-in). | Automatic dispatch without confirmation (fixed) | |
| check-in reservation | A check-in slot is reserved. | Automatic dispatch without confirmation (fixed) | |
| Check-in history | A member's check-in history is sent. | Automatic dispatch without confirmation (fixed) | |
| Medical certificate expiration date | A medical certificate is about to expire (by default 30 days in advance). Only for studios in Italy. | Automatic dispatch without confirmation (fixed) | |
| Letter return | A letter is returned as undeliverable. Requires the letter returns module. | Automatic dispatch without confirmation (fixed) | |
| home studio change | A member's home studio changes. | Email, Letter | Confirmation before dispatch (changeable) |
Leads, parents and customer groups
| Event | When it occurs | Channels | Shipping method |
|---|---|---|---|
| New lead (external) | A lead is created from an external source. | Email, Text message | Automatic dispatch without confirmation (fixed) |
| New member with legal representative | A member with a legal representative is created. | Email, Letter | Confirmation before dispatch (fixed) |
| New lead (external), additional | An additional message for a lead from an external source. Only if activated for your company. | Email, Text message | Automatic dispatch without confirmation (fixed) |
| Group joined | A member is added to a customer group. | Email, Letter | Confirmation before dispatch (changeable) |
| Group left | A member leaves a customer group. | Email, Letter | Confirmation before dispatch (changeable) |
| Birthday | A member has a birthday. Letters are prepared one day in advance by default. | Email, Letter, Text message, App | Automatic dispatch without confirmation (fixed) |
Loyalty, referral and vouchers
| Event | When it occurs | Channels | Shipping method |
|---|---|---|---|
| Loyalty program member registered | A member registers for the loyalty program. Requires the loyalty program. | Automatic dispatch without confirmation (fixed) | |
| Loyalty program level reached | A member reaches a new loyalty level. Requires the loyalty program. | Automatic dispatch without confirmation (fixed) | |
| Reward credit (recruiting member) | The referring member receives a reward credit. | Automatic dispatch without confirmation (fixed) | |
| Reward credit (recruited member) | The referred member receives a reward credit. | Automatic dispatch without confirmation (fixed) | |
| Reward redemption (general) | A reward is redeemed. | Automatic dispatch without confirmation (fixed) | |
| Automatic Reward redemption (recruiter) | A reward is redeemed automatically for the referring member. | Automatic dispatch without confirmation (fixed) | |
| Automatic Reward redemption (recruit) | A reward is redeemed automatically for the referred member. | Automatic dispatch without confirmation (fixed) | |
| Voucher redeemed | A voucher is redeemed. | Email, Letter | Automatic dispatch without confirmation (fixed) |
| Company voucher redeemed | A company voucher is redeemed. | Email, Letter | Automatic dispatch without confirmation (fixed) |
| Voucher withdrawn | A voucher is withdrawn. | Email, Letter | Confirmation before dispatch (changeable) |
| Company voucher withdrawn | A company voucher is withdrawn. | Email, Letter | Confirmation before dispatch (changeable) |
| Contract voucher selected as compensation | A contract voucher is selected as compensation. | Automatic dispatch without confirmation (fixed) |
Availability of events and channels
Some events and channels only appear under certain conditions. If you cannot find an event, check these points:
- Only if activated for your company: After membership signing, New member trial contract, New lead (external), additional and Online payment request. Contact support if you need one of them.
- Loyalty program: Loyalty program member registered and Loyalty program level reached only appear when the loyalty program is active for your studio.
- Letter returns: Letter return only appears when the letter returns module is active.
- Studio location: Medical certificate expiration date is only available for studios in Italy.
- Not selectable: Spot available cannot be selected for new rules.
- Already used: an event that already has a rule in the configuration is not offered again. A configuration holds one rule per event.
Note: This article was created with the help of artificial intelligence and editorially reviewed.