Renewals Management

Renewals Management

Manage all your client renewals like DSC, Food License, Insurance, Agreements, and more—efficiently from one place. Automate task creation and never miss an expiry again.
Note: DSC has been moved under Renewals.


How to Add Renewals

  • Go to Renewals and click on + New button

  • Select Type or click + Add New

    • Enter Renewals Type Name

    •  If you want to create a task, enable the toggle "Enable task creation for this renewal type"

    • Create new service or select existing service

    • To create tasks automatically, enable the "Create task automatically" toggle and set the number of days before expiry.

  • Select the client(s), Issue Date, Expiry Date, Class for DSC, and notes (if any)

  • Click on Save button

How to Import Renewals

  1. Go to Renewals and click on Import button

  2. Download Sample File

  3. Enter the details in downloaded file

  4. Import the file using Import button

Note: Please create the type first, then enter the type details in downloaded file.

How to Manage and Add the Renewals

  1. Go to Settings > Data & Utilities > Renewal Types

  2. Click on New button

    • Enter Renewals Type Name

    •  If you want to create a task, enable the toggle "Enable task creation for this renewal type"

    • Create new service or select existing service

    • To create tasks automatically, enable the "Create task automatically" toggle and set the number of days before expiry.

  3. Select the client(s), Issue Date, Expiry Date, Class for DSC, and notes (if any)

  4. Click on Save button

How to Edit the Renewals

  1. Hover the mouse on Renewal Types

  2. A pencil icon appears at the end of the row

  3. Make the changes and save

Send Notification to Clients for Renewals

NotesNote: Please update your renewal notification templates (SMS, WhatsApp, Email).

  1. Go to Settings > General Notifications

  2. Click on Renewal Reminder

  3. Select Send before expiry (No. of days) and time

For SMS

  • Select the template

For WhatsApp

  • Create the template first, then select the template here

  • To create WhatsApp templates:
     Settings > WhatsApp > Message Templates > New

For Email

  • Enter your Email Subject and Email Template

 Variables

  • {TYPE} → Renewal type

  • {EXPIRY_DATE} → Expiry date of renewal