Send tiered access expiry reminder emails to service clients
Send tiered access expiry reminder emails to service clients
Your clients' Q&A access can expire without notice, leaving owners unaware of lost session access. This sends expiry notices so coordinators can book follow-ups same day.
Overview
When client Q&A access lapses quietly, franchise owners miss benefits and coordinators scramble to rebook. This scheduled flow finds affected records and emails clients each weekday at noon, so coordinators can book one-on-ones and resolve access issues same day.