Automated Membership Renewal Reminders
Every Monday, WebRun opens Symplast to find patients whose skincare or membership plan expires in the next 30 days, checks their renewal status in Stripe, drafts a personalized renewal offer for each patient, and posts all drafts to Slack for your coordinator to review and send before any message or charge goes out.
How do I automatically remind patients to renew their skincare or membership plan?
Every Monday, WebRun scans Symplast for skincare and membership plans expiring in the next 30 days, checks their Stripe renewal status, and drafts a personalized renewal offer for each patient. All drafts are posted to Slack for coordinator approval before any message is sent or charge initiated, protecting revenue without surprising patients.
- Expiring plans are caught 30 days early before they lapse
- Every renewal offer is reviewed by your coordinator before sending
- Payment-method issues are flagged for priority follow-up
Built for plastic surgery practices · medical spas · skincare clinics · aesthetic membership programs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.symplast.comin a real browser with your saved login - no setup, no API keys. -
1
Symplast - find expiring membership and skincare plans
symplast.com
WebRun opens Symplast to find expiring membership and skincare plans. - Open Symplast and navigate to the membership and skincare plan section
- Filter for plans expiring within the next 30 days
- Collect each patient's name, plan type, expiry date, and contact information
Done when All patients with membership or skincare plans expiring in 30 days are identified with their plan details.
-
2
Stripe - check renewal status and draft renewal offers
stripe.com
WebRun opens Stripe to check renewal status and draft renewal offers. - Check the renewal and payment status of each expiring plan in Stripe
- Flag any plans with lapsed or expiring payment methods that need updating
- Draft a personalized renewal offer for each patient with their plan details, renewal price, and a prompt to confirm or upgrade
- Leave all offers as drafts, unsent, pending coordinator approval
Done when Renewal status is checked for each plan and a draft renewal offer is prepared for every expiring patient.
-
3
Slack - post renewal drafts for coordinator review
slack.com
WebRun opens Slack to post renewal drafts for coordinator review. - Post the full list of expiring plans to the coordinator Slack channel
- List each patient name, plan type, expiry date, payment status, and their draft renewal offer
- Flag any plans with expired payment methods so those get priority attention
Done when Coordinator has a full expiring-plan list and draft renewal offers in Slack ready for review.
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 charge patients or send renewal messages without approval?
No. WebRun drafts renewal offers and holds them in Slack for coordinator review. No message is sent and no charge is initiated without explicit human approval, protecting both the patient relationship and your billing compliance.
What types of plans does it track in Symplast?
It tracks skincare membership plans and any other recurring plan types recorded in Symplast, including treatment packages and wellness plans. The plan types to monitor are configurable during setup.
What happens if a patient's payment method on file has expired?
WebRun flags any plan with a lapsed payment method in the Slack alert so your coordinator can reach out to update the card before the renewal offer is sent.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.