Clients who may not renew
clients_at_riskLists clients at one site who may not renew, with the reasons, contact details and consent flags. Reasons: a membership ending within withinDays with no active autopay to renew it; a Mindbody status of Declined, Suspended or Terminated while still holding a membership or pack; a class pack running low (pack_running_low), or expiring with sessions still left (pack_expiring), with nothing to replace it; and, for a sample of paying clients, no visits in inactiveDays or visits down by half against the 90 days before. Clients whose dates come first are listed first, and "coverage" says what was read and what was left out. Mindbody calls: 1 per 200 client profiles (up to 20), 1 per 200 clients for memberships (up to 20), 1 per 200 clients without a membership for packs (up to 20), 1 per membership whose autopay is checked (maxRenewalChecks, default 10) and 1 per client whose visits are checked (maxVisitChecks, default 10) (at most 110). Check SendPromotionalEmails/Texts before sending marketing. Use client_overview for one client's details.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Clients to return, 1-50 (default 25). atRisk and byReason count every client flagged. | |
| siteId | No | Site to call (SiteId header). Default -99. | |
| signals | No | Which reasons to look for (default all): renewals = memberships ending and Mindbody statuses; packs = class packs running low or expiring (1 call per 200 clients without a membership); visits = no or fewer recent visits for a sample of paying clients. signals ["renewals"] with maxRenewalChecks 0 is the cheapest call: statuses only. | |
| withinDays | No | Days ahead in which a membership ending or a pack expiring counts, 7-90 (default 30). | |
| lowSessions | No | A pack with this many sessions left or fewer is running low, 0-5 (default 1). A pack with more left that expires within withinDays is expiring. | |
| inactiveDays | No | The recent window for visits, ending yesterday, 14-90 (default 30). Visits are compared with the 90 days before it. | |
| maxVisitChecks | No | Paying clients whose visit history is read, 0-25 (default 10; 1 Mindbody call each), least recently updated profile first. | |
| maxRenewalChecks | No | Memberships ending soonest whose contracts are read to see if autopay renews them, 0-25 (default 10; 1 Mindbody call each). Others ending in the window are counted in coverage, not listed. |