Automated PracticeQ Drip Credit Reminders
Every Monday, WebRun checks Stripe for clients holding an unused drip credit balance, matches each against their last visit in PracticeQ, and drafts a friendly reminder text through Twilio for anyone who has not booked in 30 days, leaving every text unsent for your front desk to review.
How do I remind clients to use their unused drip credit balance?
WebRun checks Stripe every Monday for clients holding an unused drip credit balance, matches each against their last visit in PracticeQ, and drafts a friendly reminder text through Twilio for anyone who has not booked in thirty days. Every text waits unsent for your front desk to review, so no client is messaged without a person checking first.
- Unused drip credits get a reminder before clients forget about them
- Front desk reviews a drafted text instead of writing one from scratch
- Balances already used are automatically skipped from the list
Built for IV hydration clinics · medspa IV bars · infusion therapy clinics · membership drip clinics
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
dashboard.stripe.comin a real browser with your saved login - no setup, no API keys. -
1
Stripe - find unused drip credit balances
stripe.com
WebRun opens Stripe to find unused drip credit balances. - Open Stripe and list customers with a remaining drip credit balance
- Note the balance and how many drips it covers for each
- Skip any balance already scheduled to be used this week
Done when Every client with an unused drip credit balance is listed with its value.
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2
PracticeQ - check each client's last visit
practiceq.com
WebRun opens PracticeQ to check each client's last visit. - Look up each flagged client's most recent completed visit
- Flag anyone who has not booked in the last 30 days
- Note their usual drip type and preferred appointment time
Done when Every unused balance is matched to a last visit date and booking preference.
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3
Twilio - draft a reminder text for each client
twilio.com
WebRun opens Twilio to draft a reminder text for each client. - Draft a friendly reminder text naming the client's remaining credit and usual drip
- Suggest a couple of open times based on their preference
- Leave every text unsent for your front desk to review and send
Done when A ready-to-send reminder draft exists for every client with an unused balance.
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
Will it text clients without my front desk reviewing it?
No. Every reminder is drafted in Twilio and left unsent. Your front desk reviews and sends it, so no client is texted on WebRun's own initiative.
How does it decide who needs a nudge?
It checks Stripe for a remaining drip credit balance, then checks PracticeQ for anyone who has not booked in 30 days, so only clients actually sitting on unused credit get flagged.
What if a client already used their credit?
It reads the live balance in Stripe each Monday, so anyone who booked and used their credit since the last run is left off the list.
Related templates
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