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How to email customers on a specific membership after attending their first session

This guide explains how to email customers on a specific membership after they attend their first session.

Written by Costa Bontioti

📝 Overview

You can automatically email customers after they attend their first session on a specific membership, using the Pre/Post/Milestones notification builder.

💡 For the full builder walkthrough, see the guide here.


🛠️ Set Up the Notification

The notification's conditions can be combined to cover many scenarios. You can choose the class/appointment type, the venue, the membership the customer used to book the session, and the customer's attendance status.

To target customers who used a specific membership to book the session, select that membership (or memberships) under the conditions.

You can also configure when this email should be sent:

To email customers specifically after their first session, configure the Advanced options as shown below.


❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Can I target more than one membership at once?

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Yes. Select multiple memberships under the conditions to target customers who used any of them.

Does this only apply to a customer's very first session ever, or their first session on that membership?

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The Advanced options setting targets the first session matching the conditions you've set, such as the specific membership selected, rather than the customer's first session on the account overall.

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