See Pendula in action!

Schedule your meeting with our experts today.

First name

Last name

Company email

Mobile

By providing your information, you confirm that you agree to the storing and processing of your personal information by Pendula as described in the Privacy Collection Statement.
thank you.

Your submission has been received!

Something went wrong while submitting the form.
Please try again!

By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyse site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
PreferencesDenyAccept
Cookie Preferences
conversation preview

Try it now

First name

Last name

Mobile

Company email

Company name

By providing your information, you confirm that you agree to the storing and processing of your personal information by Pendula as described in the Privacy Collection Statement.
thank you.

Your submission has been received!

Something went wrong while submitting the form.
Please try again!

Try it now

First name

Last name

Mobile

Company email

Company name

By providing your information, you confirm that you agree to the storing and processing of your personal information by Pendula as described in the Privacy Collection Statement.
thank you.

Your submission has been received!

Something went wrong while submitting the form.
Please try again!

flow templates
/
Health & Disability Care
/
Staff communications
/
Client Offboarding
flow templates

Client Offboarding

This template can be used for informing staff of a client offboarding the organisation. Specifically, for clients who have assigned support workers on a regular basis. This template can be expanded from an SMS notification to also include any relevant offboarding requirements via email.

Setup guide

To apply this template in Pendula, simply select a scheduled flow and set this to run on a daily basis, we generally recommend sometime between 9am-12pm. This means that each day, it will only inform the relevant staff assigned to clients due to exit the organisation, in addition to the criteria specified below:

  • Client Status <selector>equals<selector> 'current' (if this information is available)
  • Client End Date <selector>equals<selector> 30 days from now (we recommend using a date formula like <selector>TODAY()+DAYS(30))<selector>

What's the difference?

Broadcast
  • Provide check-in alert
Conversation
  • Provide check-in alert

Pendula flow

Suggested copy

Outbound SMS

Suggested Copy:

Hi {{FirstName}},Just letting you know that client {{ClientName}} is due to leave the organisation in 30 days. Please begin to prepare any necessary offboarding activities.

trusted companies use pendula
university of london logoamaysim logomate logoreadytech logoenergy australia logobizcover logo

Over 150M customer conversations have started with Pendula. Are you ready to start yours?

Say hello to more customer conversations (and us!)
The next-gen customer engagement platform
Why Pendula?CustomersCompanyCareers
Contact usPrivacy policyTerms & conditionsSupport
ISO certified badgesydney design awards 2024 gold awardgreat place to work certified 2022-23 badgeSOC2 certified badgeG2 review rating 4.5 stars