Assign a Staff Member Automation

Within our Gym Management Software, you can assign staff members 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.

1. Click on the “Automations” tab on the left side bar.

Go to Automations to set up your staff member automation.

2. Click on the “Create New Automation” drop-down list.

Click the drop-down list under “Create New Automation” and select “Assign a Staff Member” automation.

3. Select “Assign a Staff Member” from the Create New Automations drop-down list.

Select “Assign a Staff Member” to proceed with the Automation setup.

4. Click on the edit icons to customize.

To customize the automation, click the edit icons.

5. Select the action that will trigger the staff assignment.

In the ‘When?’ section, customize the number of minutes, hours, days, weeks, or months, and select an action to trigger the staff member automation.

6. Customize the automation settings.

Option 1: Purchased Any Automations.

Select “purchased specific” action as the trigger.

Option 1.1: Purchased Specific Automations.

Select “purchased specific” action as the trigger.

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

Option 2: For “started this plan,” select the plan.

Select “started this plan” action as the trigger.

Option 3: For “booked this session,” select the service and staff.

Select “booked this session” action as the trigger.

Option 4: For has “tag added” or has “tag removed,” select the tags.

Select “tag added” or “tag removed” as the trigger.

Option 5: For has “joined this group”, select the group.

Select “joined this group” action as the trigger.

7. Select staff member and save.

In the ‘What?’ section, select the staff you want to assign.

Now, you can assign staff members through client automation!