Automated Cerbo Membership Renewal Reminders
Every Monday, WebRun opens Cerbo, finds patients whose membership or wellness plan is set to renew or expire within the next 30 days, drafts a personalized renewal reminder for each one, and saves those drafts in Gmail for your team to review and send at their discretion.
How do I automatically remind naturopathic patients to renew their membership before it lapses?
WebRun opens Cerbo every Monday, identifies patients whose membership or wellness plan is due to renew or expire within 30 days, and drafts a personalized renewal reminder in Gmail for each one. Every draft stays unsent until a staff member reviews and approves it, keeping patient contact human and retention conversations on-brand.
- Renewal outreach reaches every member 30 days before expiry without manual calendar tracking
- Staff start each Monday with a ready queue of personalized, reviewed renewal drafts
- No renewal notice is sent without explicit staff approval
Built for naturopathic practices with membership models · functional medicine direct care practices · integrative health clinics offering wellness plans
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
app.cer.boin a real browser with your saved login - no setup, no API keys. -
1
Cerbo - identify memberships renewing or expiring within 30 days
cer.bo
WebRun opens Cerbo to identify memberships renewing or expiring within 30 days. - Open Cerbo and navigate to patient membership or wellness plan records
- Filter for memberships with a renewal or expiry date within the next 30 days
- Capture the patient name, plan type, renewal date, and contact email
- Sort by renewal date, soonest first, to help staff prioritize outreach
Done when Every membership renewing or expiring within 30 days is listed with plan and contact details.
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2
Gmail - save renewal reminder drafts for staff review
gmail.com
WebRun opens Gmail to save renewal reminder drafts for staff review. - Draft a warm, personalized renewal reminder for each patient, naming their plan and renewal date
- Include details about what renewing gives them access to and how to renew
- Save each draft unsent in Gmail for staff to review, adjust, and send
Done when A Gmail draft exists for every membership due to renew in the next 30 days, awaiting staff approval.
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 send renewal messages to patients without my approval?
No. Every renewal reminder is saved as a Gmail draft and left unsent. A staff member reviews and clicks Send for each one, so no patient is contacted automatically and any personalization can be added before it goes out.
Does Cerbo support membership or wellness plan tracking?
Yes. Cerbo includes patient package and membership management, so renewal dates are tracked inside the EHR. WebRun reads those dates directly from Cerbo rather than requiring a separate spreadsheet.
Can it handle auto-renewing memberships differently from manually renewed ones?
Yes. During setup you configure which membership types require a manual renewal reminder and which auto-renew. Auto-renewing plans can be flagged as courtesy notices or skipped entirely based on your practice preference.
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