Automate code generation for future use

I have a business where people purchase packages to use exercise equipment. 1 slot = 30 minutes at a time. You can purchase qty 5 - 30 minute slots for example. Typically, people use 1 slot at a time, so they can use the other 4 slots at future dates. I'm looking to automate the process to look something like this...

Person A buys a 5 pack and books session #1 when they buy the 5 pack for Apr 1 (make mandatory to book first session). An account or code is generated and sent to them via email or text, given them another 4 sessions. I would like to set expires dates and possibly email reminders of unused balances?

Person A after their first session wants to use sessions #2 and #3 on April 5 and 6. They log on or input code or something and books the sessions online. Their balance is now 2.

Person A uses their last 2 sessions back-to-back on April 10, so their balance is zero. Email sent to them after the balance is 0, providing direction on how to purchase more...

Today, we either create coupon codes in Product List widget or just manually track and book the users in.

Please let me know if you need more info...

Hi Matt,

Thanks for reaching out to Jotform Support. Regarding your request to automate code generation for exercise equipment session packages with expiration dates, balance tracking, and email reminders, here’s how you can approach it using Jotform:

1. Create a form for purchasing session packages: Use Jotform’s drag-and-drop Form Builder to create a form where users can select the quantity of 30-minute slots they want to purchase. You can make the first session booking mandatory by adding an appointment or date/time field for the initial session.

2. Generate unique codes and track balances: You can automate code generation by integrating your form with Jotform Tables or using form calculations and conditions to assign codes and track remaining session balances. Each purchase can generate a unique code sent to the user.

3. Set expiration dates and reminders: Utilize Jotform’s conditional logic and autoresponder emails to send reminders for unused sessions before expiration. You can set expiration dates as part of the form data and trigger email notifications accordingly.

4. Allow session booking with codes: Create a booking form where users input their unique code to book additional sessions. The form can check the balance and update it accordingly, reducing the remaining sessions as they book more.

5. Automate follow-up emails: Use autoresponder emails with conditional logic to notify users when their session balance reaches zero, including instructions on how to purchase more packages.

This setup can be enhanced by integrating with tools like Google Calendar for session scheduling and Microsoft Power Automate for advanced workflow automation if needed. You might also want to check out this guide about How to Integrate Your Form With Google Calendar.

Let me know if you need detailed steps on any specific part of this process or help setting up the forms and automations.

Let us know if there’s anything else we can help you with. 

Thanks for the outline. I'll going to play around with the suggestions and will reach out if needed.