Track Client Package & Credit Balances
Every morning, WebRun opens Mindbody and scans client package and credit balances, logs any client with 2 or fewer sessions remaining into a Google Sheet, and posts a summary to Slack so you can reach out before they run dry.
How can I automatically track which clients are running low on class credits or packages?
Every morning, WebRun opens Mindbody and scans client package and credit balances, logs any client with two or fewer sessions remaining into a Google Sheet, and posts a summary to Slack - so your team can reach out before clients run dry and lose momentum.
- Low-credit clients flagged before they run out and churn
- Proactive outreach opportunity created for every at-risk client
- Running Google Sheet gives a historic view of credit consumption
Built for fitness studio owners · yoga and pilates studios · gym membership teams · wellness class operators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
clients.mindbodyonline.comin a real browser with your saved login - no setup, no API keys. -
1
Mindbody - scan package and credit balances
mindbodyonline.com
WebRun opens Mindbody to scan package and credit balances. - Open Mindbody and navigate to the Client Packages or Services section
- Filter for active clients with 2 or fewer sessions remaining on their current package
- Capture each client's name, email, package type, sessions remaining, and last visit date
Done when All low-balance clients are identified with their package details.
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2
Google Sheets - log low-balance clients
google.com
WebRun opens Google Sheets to log low-balance clients. - Open the package-tracking sheet
- Add or update a row for each low-balance client with today's date and remaining sessions
- Skip any client already flagged this week to avoid duplicate entries
Done when The Google Sheet is up to date with every client running low on sessions.
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3
Slack - alert you to act
slack.com
WebRun opens Slack to alert you to act. - Post a Slack summary: how many clients are running low and who is down to their last session
- Include a link to the Google Sheet for the full list
Done when You have a Slack alert and a full sheet to work from when reaching out.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it contact clients with low balances?
No - it alerts you and logs the data. Reaching out to clients is your call; WebRun gives you the list to work from.
Can I set a different threshold - say 4 sessions instead of 2?
Yes. The low-balance threshold is a setting you can change to any number that makes sense for your packages.
What about clients who just topped up?
WebRun reads live balances from Mindbody each morning, so anyone who purchased more sessions is automatically off the list.
Related templates
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