Custom Warning

Is there a way to modify or create custom warnings for customers? I'd like to set a warning when a client's prepaid 1-month membership is 1-week from expiring. This will give me some time to contact them and give them a reminder. Another warning would be when punch card clients have x punches left. I'd rather give my clients a little heads up for when they need to pay again.

Thanks for the help.

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  • The is no custom warning feature, but you could easily run a Customer Query (Data Entry) for this.

    Just run a query for Prepaid Expiration date and Prepaid customer type.

    For punch cards, run a query for Punch Card customer type and NOT (At Least X punches remaining)

    Hope this helps

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