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.
Step 1: Click on the “Customize Platform” tab on the left side bar.
Step 2: Click on the “Client Automation” tab.
Step 3: Select “Assign a Resource” from the Filter Automations drop-down list.
Step 4: Click on the “+ Assign a Resource” button.
Step 5: Click on the edit icons to customize.
Step 6: Select the action that will trigger the resource assignment.
Step 7: Customize the automation settings.
Option 1: Purchase Automations
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.
Step 8: Select the resource to be assigned.
Step 9: Enter a custom message.
Click on the “Save” button.
Now, you can assign a resource through client automations!