Assign a Product Automation

Within our Gym Management Software, you can assign a product through client automation.

Starting from the “Account” tab on your Dashboard, follow the step-by-step instructions below to learn how to use this feature.

assign product

Step-by-Step Guide:

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

customize platform tab

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

client automations

Step 3: Select “Assign a Product” from the Filter Automations drop-down list.

assign product

Step 4: Click on the “+ Assign a Product” button.

assign button

Step 5: Click on the edit icons to customize.

edit

Step 6: Select the action that will trigger the product assignment.

enter time

Step 7: Customize the automation settings.

Option 1: Purchase Automations.

purchase

purchase settings

For “purchased specific,” additional options will be available to select the group, plan, package, or product as well as a payment plan.

Option 2: Products can also be assigned by adding or removing tags.

add or remove tags

Step 8: Select the product to be assigned.

select product

Click on the “Save” button.

Now, you can assign products through client automation!

Updated on December 29, 2020

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