Assign a Resource Automation

Within our Gym Management Software, you can assign a resource 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 resource

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 Resource” from the Filter Automations drop-down list.

resource automation

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

resource button

Step 5: Click on the edit icons to customize.

edit

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

when options

Step 7: Customize the automation settings.

Option 1: Purchase Automations

purchase settings
purchase options

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

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

tag options

Step 8: Select the resource to be assigned.

select resource

Step 9: Enter a custom message.

custom message

Click on the “Save” button.

Now, you can assign a resource through client automations!

Updated on December 29, 2020

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