Renewal and Expiry Reminder Automation: screen-by-screen guide

The package is at version 1.4.1 and passed 655 automated checks locally. The gallery screens come from the live demo; sends in the demo are simulated.

• A 14-day default rule; configurable 7-day, expiry-day and post-expiry reminders
• SMS, WhatsApp and e-mail channels, with a configured fallback when consent is missing
• Marking a record renewed closes its old period and schedules reminders for the new expiry date
• A customer link records callback requests and opt-outs in the panel
• CSV import, channel templates, a delivery log and daily skip reasons
• “WhatsApp’ta kendiniz gönderin” (send it yourself on WhatsApp, the free way) on the record page: the message comes ready with the customer’s name, expiry date and personal link, your WhatsApp opens and you press “send”; the panel does not count it as sent and does not write it to the message history
• In the package, a password-protected backup and restore from the panel (the file is checked before a restore and a safety backup of the current state is taken); this section does not show in the live demo’s settings
• From the demo strip the sample calendar moves forward one or seven days, the scheduler is run by hand and the sample environment is reset
• Guidance for a business that has never used the program: a step-by-step setup guide (business name and phone, rules and templates, customers and expiry records, the first reminder, add to phone; each step is saved on its own and can be skipped), a “Setup %…” bar on every page, a closed “What is this screen for?” box on every screen; in the demo “Start with an empty site” and “Restore the sample data”, and an empty record list points to “Add the first record / Import from Excel/CSV”
• Record import from Excel/CSV: a file or pasting from Excel, columns recognised from the header, a preview before saving, phone-number format differences count as the same person, no duplicates, the last import is undone in one tap; the import sends no message
• Installs on a phone or computer: the panel is added to the home screen; the dashboard summary boxes open the matching list; under the renewal page the customer sees there is a small “Expiry tracking system: semihturna.com” line
• 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 can be changed for policies, memberships, maintenance, rent or domains

Screens come from the live demo running version 1.1.2 (the live demo now runs 1.4.1). Records and contact details are examples; the demo strip on top (sample calendar, “Şimdi çalıştır” run now, “Sıfırla” reset) exists only in the demo. The app interface is in Turkish. On 9 November 2026, with the live demo on version 1.3.1, most panel screens were taken again and their caption reads “1.3.1 · date”; screens without such a caption remain from older versions and do not show the new setup bar. On 11 November 2026, with the live demo on version 1.4.1, the “İptal / kayıp nedenleri” (cancel / loss reasons) screen was added and its caption reads “1.4.1 · date”.

Who uses it?

A staff member tracking expiry and renewal dates, and a customer opening a reminder link for their own record.

Where do they start?

Staff add records in the panel or import a CSV; each record has an expiry date, channel consent and reminder rule.

What do they do on screen? Step by step

1. 

   Dashboard

   Upcoming expiries, today’s queue and a preview of the customer message. Counts are sample data.

2. 

   Setup guide

   A step-by-step setup: business name and phone, rules and templates, customers and expiry records, the first reminder, add to phone. Each step is saved on its own and can be skipped; a “Setup %” figure and the next step show at the top. The demo has “Start with an empty site” and “Restore the sample data” buttons.

3. 

   Records

   Customers and expiry dates are listed by status; records can be imported from CSV.

4. 

   A record: send it yourself on WhatsApp

   A record has “Yenilendi olarak işaretle” (mark as renewed), “Şimdi hatırlat” (remind now) and a free “WhatsApp’ta kendiniz gönderin” (send it yourself on WhatsApp) card: the message comes ready, WhatsApp opens and you press “send”; the panel does not count it as sent. In the demo the number is fake, so you pick the recipient yourself.

5. 

   Cancel / loss reasons (1.4.1)

   The reason chosen when a record is cancelled is totalled on the dashboard: the record count and percentage for Price, Competitor, Customer decision, Service quality and Other. Sample data.

6. 

   Delivery log

   Sent, skipped and failed statuses and skip reasons are shown. Demo sends are simulations.

7. 

   Rules and templates

   Set the reminder day, channel, fallback channel and message text.

8. 

   CSV import

   Map table columns to import customer and record rows.

9. 

   Settings

   Change record types and general behavior from the same panel.

What do they see at the end?

The daily run schedules records that are due; the log shows why each skipped record was skipped. Renewing a record closes the old period and starts a plan for the new date.

What is it good for?

Dates, channels and customer responses stay in one workflow; demo mode never sends a real message.

• A sample-data demo; not delivered to a client or used by a real business. Records and contact details shown are examples.
• In demo mode, all sends are simulated. No real SMS, WhatsApp or e-mail provider is connected; a webhook and provider agreement are separate.
• The live demo runs version 1.4.1 and the app is still a candidate. Customer-host installation and real-device acceptance are incomplete; the “WhatsApp’ta kendiniz gönderin” way has not been tried on a real phone (the demo numbers are fake, so you choose the recipient in WhatsApp yourself).
• The screens come from the live demo (each screen’s version is in its caption); the demo is private to your session and is deleted after a few hours. The app interface is in Turkish; there is no English interface.

How does it work?

You try the demo and tell us about your business, and we send you a quote. We install it and we host it. The yearly price includes installation, hosting, data transfer and support; it is for a single business.

Possible delivery options

• Partly
  Hosted and managed by us — 12-month managed service

  Offered by quote: installation at a separate address for your business, one year of hosting, data transfer and written usage support are included in the yearly price; the demo runs on our hosting with this set-up, and no client installation has been made for this product yet.

Other delivery options

• Partly
  Source code and documents handed over — you install it

  A candidate 1.4.1 and a tested sample installation exist. Independent installation and delivery acceptance are incomplete; the package is not offered to clients.

• Not now
  Installed by us — on your hosting and domain

  Installation and acceptance on a customer’s hosting have not been tried; installation is not offered.

What the package contains

• Candidate software: Renewal Reminder 1.4.1 (PHP and SQLite)
• Rule-based reminders, CSV import, templates and delivery log
• A real messaging provider, installation and licence handover are not included in this candidate.

Requirements and version history

Installation requirements

• The app requires PHP 8.1+ and pdo_sqlite; a customer-host installation has not been tried.

Release notes

• Summarised from the release notes; no version has been delivered to a client. The live demo runs version 1.4.1.
• 1.4.1 (11 November 2026): the “İptal / kayıp nedenleri” (cancel / loss reasons) card in the demo sample data now looks filled (records that dropped out mid-term were added); behaviour did not change.
• 1.4.0 (11 November 2026): a cancel / loss reason (optional; on the record page, a badge in the list and a split card on the dashboard) and “Bugünden 1 ay / 3 ay / 6 ay / 1 yıl” (from today: 1 month / 3 months / 6 months / 1 year) buttons for the end date of a new record. One column was added; older databases update themselves. Unit and HTTP tests 655/0.
• 1.3.1 (9 November 2026): the panel summary boxes are tappable: “Ending within 14 days” opens the upcoming records, “Sent in the last 30 days” opens the sending log.
• 1.3.0 (9 November 2026): a guidance pack: a step-by-step setup guide, a “Setup %…” bar, a “What is this screen for?” box, in the demo “Start with an empty site” and “Restore the sample data” (404 on a real installation), an empty-list pointer and a small “Expiry tracking system: semihturna.com” line on the renewal page the customer sees. Unit tests 645/0.
• 1.2.0 (8 November 2026): installs on a phone or computer: an app manifest, a service worker, an icon and a guide page “Telefona ekle” (add to phone) without signing in.
• 1.1.3 (21 October 2026): the Excel/CSV import was renewed: a file or pasting, a preview, duplicate and phone-format checks, the last import is undone in one tap; the import sends no message. On the live demo this page returned an error until it was fixed on 9 November (its files had not been uploaded).
• 1.1.2 (12 October 2026): the cookie of a used demo session is renewed on every request; the limit of new sample sessions per demo opened from the network rose from 30 to 120. Full test 364/364.
• 1.1.1 (12 October 2026): “WhatsApp’ta kendiniz gönderin” (send it yourself on WhatsApp, the free way) on the record page: the ready message opens in WhatsApp and the business owner presses “send”; the panel does not count it as sent.
• 1.1.0 (11 October 2026): a password-protected backup and restore from the panel (the file is checked first and a safety backup is taken), command-line backup tools, a sign-in attempt limit.
• 1.0.1 (10 October 2026, candidate): fixed the post-send panel summary; 220 local automated checks passed.

Decisions not made yet

• Rights to use, modify, transfer and receive the source code: to be set in a written agreement; not decided yet.
• Whose name the hosting and domain are opened in, and where the software is installed, have not been decided yet.
• Messaging provider, İYS and real client installation.

There is no cart, customer account or online payment on this site for now. Reach out by phone, WhatsApp or the form; in a first conversation your need and the software’s fit are reviewed. The form does not create an order, a contract or a payment.

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