I do not see Automations in Settings.

It is in the advanced section of the Settings page, and only owners and admins can open it.

A member got no birthday greeting.

The member needs a birthday saved on their profile. Members who switched off promotional notifications in the app get the inbox message without the push.

Is this the same as the birthday offer in WhatsApp settings?

No. Birthday offers under Settings > WhatsApp is a separate WhatsApp message for customers who agreed to receive offers. The automation here goes through the member app.

How to set up birthday, win-back and package expiry messages.

Marketing automations check your members once a day in your business time zone and send the right message by themselves. You switch each one on and choose a few settings.

Who it is for: Owners and admins
Plan: Every plan (Basic, Advance and Team)

Turn on an automation

Open Settings and, in the advanced section, tap Automations. The page is called Marketing automations.
Switch on Birthday greeting to send a happy-birthday message on each member's birthday. Pick a gift coupon in Attach coupon (optional) if you want, then tap Save.
Switch on Win-back, set Days without a visit and Cooldown (days), optionally attach a coupon, and tap Save.
Switch on Package expiring, set Days before expiry, choose Also send by email if you want, and tap Save.
Switch on Credits running low, set Sessions left, choose Also send by email and Also send by WhatsApp if you want, and tap Save.

How the messages are delivered

Each automation writes a message to the member's inbox in the member app and sends a push notification. Package expiring and Credits running low can also go by email to members who have an email address and have not unsubscribed. Credits running low can also go by WhatsApp from your linked number, using one WhatsApp credit per message.

Each card shows Last run and Sent so far, so you can see it is working.

Class reminders on members' phones

If you run classes, the same page has Class reminders on members' phones: Weekly line up, Open spots tomorrow and Come back nudge. They go to members with the app, only when you have classes with free spots, at most 2 a week per member and never between 9pm and 9am.

What your customers see

A message in their member app inbox and a push notification, plus email or WhatsApp where you chose it.
Any attached coupon lands in their coupon wallet.

Common problems

I do not see Automations in Settings.: It is in the advanced section of the Settings page, and only owners and admins can open it.
A member got no birthday greeting.: The member needs a birthday saved on their profile. Members who switched off promotional notifications in the app get the inbox message without the push.
Is this the same as the birthday offer in WhatsApp settings?: No. Birthday offers under Settings > WhatsApp is a separate WhatsApp message for customers who agreed to receive offers. The automation here goes through the member app.

More in WhatsApp and messaging, or start with the getting started guide. Still stuck? Contact us.