Support Automations
Assign a Product Automation

Assign a Product Automation

Posted by Support Team on December 28, 2020 — Updated on December 28, 2020

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!

Support Team - Can’t find the answer you’re looking for? Don’t worry we’re here to help! Contact support via this link and we'll get your questions answered!
We make fitness businesses happy and successful. We are a next-generation software platform dedicated to making it easy for fitness professionals to manage their entire fitness business in one place.
Follow us:
Company
Start Here
Copyright © 2024 Exercise.com
Made with ❤️ at 15310 Amberly Dr, Suite 250, Tampa, FL 33647 & world-wide
Privacy Policy
Terms of Service
CCPA