Message Automation helps you deliver consistent communication without manual effort. Whether it's welcoming new members, reminding them about classes, or chasing missed payments — once set up, ClubRight runs everything for you.
Package
This feature is available on the Complete package.
Why Use This Feature?
With Message Automation, you can:
Make every member feel valued
Welcome new joiners instantly, no manual action neededKeep classes full
Remind members about upcoming bookings so they don’t forget or drop outProtect your income
Send automated follow-ups for missed payments to reduce admin and awkward conversationsBoost retention
Reconnect with members who haven’t visited in a whileSave time and stay consistent
Let ClubRight handle recurring tasks so your team can focus on service
How to Set Up a Message Automation
Step 1: Open the Automation Tool and add a new message
Go to Settings → Message Automation
Click Add New Message
and give your automation a name (e.g. “Payment Overdue”).
Step 2: Choose a Trigger
Select the event that will activate the message. Available triggers include:
Joined as prospect
Started membership
Last visit / Every visit
Payment overdue
Booking made / Every booking made
Attendance / Every attendance
Membership expiry
Member’s birthday
Sales funnel stage changed
Club event attendance (for members or guests)
Product Purchased
You can also define when the trigger should activate (e.g. 7 days after last visit, or 14 days before membership expiry).
What’s the difference between "Lifetime" and "Since Trigger"?
This setting only matters when you're using a count, like “number of activities attended.”
Lifetime: Only triggers once.
Example: If you set it to trigger after attending 10 activities (Lifetime), it will trigger the first time the member reaches 10 activities — but not again after that.Since Trigger: Keeps triggering every time the count is reached again.
Example: If you set it to trigger after 10 activities (Since Trigger), it will trigger at 10, then again at 20, 30, 40, and so on.
Step 3: Set Conditions
Choose whether the automation should apply to:
All members
Specific membership plans
Prospects only
You can create tailored automations for different member types or stages of their journey.
Creating Your Message or Task
Once your trigger is set:
Write the message you'd like to send (email or SMS)
Or assign a task to a staff member or team (e.g. a call or follow-up)
Use personalisation shortcodes to insert names, plan details, and more
✉️ Remember: These messages are fully automated. Review carefully before saving to ensure accuracy and tone are appropriate.
When you're ready, click Save Changes — your automation will go live immediately.
Examples You Can Try
Welcome new joiners with a personalised email
Send reminders 1 day before class bookings
Follow up automatically on overdue payments
Nudge inactive members after 14 days of no visits
Wish members a happy birthday with a message or offer
Reconnect with prospects stuck in a sales funnel stage
Helpful Tip
You can create as many automations as you like — one for each key moment in the member journey. Set them up once and let ClubRight keep the communication flowing.