Automated Retention

Set up automated messages to keep members engaged

Automated Retention

Booqd can automatically send messages to your members based on their activity. These retention workflows help you re-engage inactive members, remind about expiring memberships, and follow up after no-shows — all without any manual effort.

Available Workflows

⏰

Expiring memberships

Automatically notify members when their membership is about to expire, encouraging renewal.

😴

Inactive members

Send a friendly reminder to members who have not booked a class in a while.

🚫

No-show follow-up

Automatically reach out to members who missed their booked session.

📋

Waitlist opportunities

Notify members when a spot opens up in a session they were waiting for.

Configuring Workflows

Go to Retention Settings

Navigate to your workspace settings and click Retention (available on web and mobile).

Enable workflows

Toggle each workflow on or off independently. You can enable only the ones relevant to your business.

Configure per-workflow settings

Each workflow has its own settings for channel, timing, and rate limiting (see below).

Test messages

Use the Send test button to send a test message to yourself before enabling a workflow for your members.

Per-Workflow Settings

Each workflow type can be fine-tuned with the following parameters:

📨

Channel Policy

Choose how messages are delivered: email, push notification, or both.

⏱️

Timing Policy

When to trigger the message (e.g., 3 days before expiry, 7 days of inactivity).

❄️

Cooldown Hours

Minimum hours between consecutive messages to the same user. Prevents message fatigue.

🔢

Max Per User / 24h

Maximum number of retention messages a single user can receive in a 24-hour period.

🌙

Quiet Hours Start

Start of the quiet period — no messages sent during this window (e.g., 22:00).

☀️

Quiet Hours End

End of the quiet period (e.g., 08:00). Messages queued during quiet hours are sent after.

✅

Set quiet hours to respect your members' downtime. Messages sent at 3 AM are more likely to be ignored or cause annoyance than messages sent during business hours.

Outcome Tracking

Booqd tracks the outcome of each retention message to help you measure effectiveness. Outcomes include membership renewal, reactivation (client books again), or churn (no action taken). This data helps you refine your messaging strategy over time.

ℹ️

Retention workflows run automatically in the background. Once enabled, they monitor member activity and send messages at the right time — no action needed from you.

Managing Members

View and manage your workspace members

Admin Announcements

Create and manage announcements for your workspace members

Notifications

How notifications work in Booqd

Admin Announcements

Creating Membership Types