How do I automatically send messages to specific trainers?

Within our Gym Management Software, you have the ability to automatically send messages to specific trainers.

Starting from the “Account” tab of your Dashboard, follow the step-by-step instructions below:

Step-by-Step Guide:

Step 1: Click on the “Customize Platform” tab on the left sidebar.

Step 2: Click on the “Client Automation” tab.

Step 3: Select “Send a Message” from the Add Automation drop-down list.

Step 4: Click on an edit icon.

Step 5: Customize the “When?” settings.

You can select days, weeks, or months for the message delay.

For the action items each option will have additional settings:

  • Completed an assessment – any/specific assessment
  • Closed out a visit – any/specific service
  • Completed a workout plan – any/specific workout plan
  • Completed workouts – specific number of workouts completed
  • Purchases anything – any/no payment plan
  • Purchases client training – any/no payment plan
  • Purchases plan(s) – any/specific plan
  • Purchases product(s) – any/specific product
  • Purchases group(s) – any/specific group – any/no payment plan
  • Purchases package(s) – any/specific package – any/no payment plan

Click on the “done editing” link to continue.

Step 6: Customize the “Who?” settings.

Click on the “done editing” link to continue.

Step 7: Customize the “Send To?” settings by selecting a trainer from the drop-down list.

Click on the “done editing” link to continue.

Step 8: Type a custom message.

Click on the “done editing” link and then the “Save” button.

Now, you can automatically send messages to specific trainers!

Updated on January 11, 2021

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