Manage renewal and expiry reminders from one panel

• A default rule of 14 days before; rules for 7 days, the last day and after the due date can be set.
• SMS, WhatsApp and e-mail channels; if there is no consent it falls back to the defined backup channel.
• When a renewal is marked, the old period stops and the plan starts again for the new end date.
• A call request or a message refusal on the customer’s own link is recorded in the panel.
• CSV import, channel templates, a sending log and the daily reasons for skipping.
• “WhatsApp’ta kendiniz gönderin” (send it yourself on WhatsApp) on the record page, the free way: the message comes ready with the customer’s name, end date and own link, your WhatsApp opens and you press “send”; the panel does not count it as “sent”.
• Cancel / loss reason: an optional reason (Price, Competitor, Service quality, Customer decision, Other) is chosen when a record is cancelled; it shows on the record page and in the list, and a “İptal / kayıp nedenleri” (cancel / loss reasons) card on the dashboard shows the split (records without a reason are counted apart).
• On a new record, “Bugünden 1 ay / 3 ay / 6 ay / 1 yıl” (from today: 1 month / 3 months / 6 months / 1 year) buttons fill the end date; month-end overflow is handled correctly.
• Record types such as insurance, membership, maintenance, rent or domain name can be changed in the settings.
• A step-by-step setup guide, a “Setup %…” bar and a “What is this screen for?” box on every screen for a business that has never used the program; in the demo “Start with an empty site” and “Restore the sample data”. The Excel/CSV import has a preview, the last import is undone in one tap and it sends no message. The package includes password-protected backup and restore.

1. Add the records

   Records with an end date are added to the panel or imported by CSV; each record keeps its date, contact consent and reminder rule.

2. Set the rule

   The reminder day, channel, backup channel and text are edited on the “Kurallar ve şablonlar” (rules and templates) page.

3. The reminders are planned

   The daily run plans the records that are due; the reason for every skipped record shows in the sending log.

4. Mark the renewal

   On a renewed record the old period closes and the plan starts for the new date.

Screen-by-screen guide →

• A demo with sample data; not delivered to a client and not used by a real business. The records and contact details in the screens are sample data.
• In demo mode sendings are only simulated. No real SMS, WhatsApp or e-mail provider is connected; a webhook and a provider contract are needed separately.
• The live demo runs version 1.4.1 and still counts as a candidate. Installation on a customer’s hosting and acceptance on a real device were not done; the “WhatsApp’ta kendiniz gönderin” route was not tried on a real phone.
• The demo is private to your session and is deleted after a few hours.
• The app interface in the screens is Turkish; only the explanations on this page are in English. There is no English interface.