How to Add or Remove Client Tag via Automation Based on Last Visit

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To add or remove client tags via automation based on the user’s last visit within your fitness business management software platform, follow the instructions below.

In this guide, you will learn how to automate the process of adding or removing client tags based on their last completed visit.

1. Automations Tab

Navigate to the “Automations” tab.

Automations Tab

2. Create New Automation

Select “Add or Remove Tag” from the Create New Automation drop down.

Create New Automation

3. Edit the Automation

Customize the “When?” setting by clicking on the edit icon.

Edit the Automation

4. Select Automation Trigger

From the drop down list, select “has not closed out a visit in” option.

Select Automation Trigger

5. Enter Time Frame

Choose a time frame. You can select from days, weeks or months.

Enter Time Frame

6. Enter Value

Enter the value.

Enter Value

7. Complete Editing

Complete the editing process by clicking on the “done editing” link.

Complete Editing

8. Edit What?

Customize the “What?” setting by clicking on the edit icon.

Edit What?

9. Add Tag(s)

Select to add tags or remove tags.

Add Tag(s)

10. Select Tags

Select the tags to be added from the drop down.

Select Tags

11. Complete Editing

Complete the editing process by clicking on the “done editing” link.

Complete Editing

12. Save Automation

Save the automation.

Save Automation

This guide covered the process of creating an automation to add or remove client tags based on the user’s last visit.

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To add or remove client tags via automation based on the user’s last visit within your fitness business management software platform, follow the instructions below. In this guide, you will learn how to automate the process of adding or removing client tags based on their last completed visit. 1. Automations Tab Navigate to the “Automations” […]

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To add or remove client tags via automation based on the user’s last visit within your fitness business management software platform, follow the instructions below.

In this guide, you will learn how to automate the process of adding or removing client tags based on their last completed visit.

1. Automations Tab

Navigate to the “Automations” tab.

Automations Tab

2. Create New Automation

Select “Add or Remove Tag” from the Create New Automation drop down.

Create New Automation

3. Edit the Automation

Customize the “When?” setting by clicking on the edit icon.

Edit the Automation

4. Select Automation Trigger

From the drop down list, select “has not closed out a visit in” option.

Select Automation Trigger

5. Enter Time Frame

Choose a time frame. You can select from days, weeks or months.

Enter Time Frame

6. Enter Value

Enter the value.

Enter Value

7. Complete Editing

Complete the editing process by clicking on the “done editing” link.

Complete Editing

8. Edit What?

Customize the “What?” setting by clicking on the edit icon.

Edit What?

9. Add Tag(s)

Select to add tags or remove tags.

Add Tag(s)

10. Select Tags

Select the tags to be added from the drop down.

Select Tags

11. Complete Editing

Complete the editing process by clicking on the “done editing” link.

Complete Editing

12. Save Automation

Save the automation.

Save Automation

This guide covered the process of creating an automation to add or remove client tags based on the user’s last visit.

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