How do I start a client on a package subscription via an automation?

Here’s how to start a client on a package subscription via automation using our gym management software.

Starting from the “Account” tab of your Dashboard, follow the step-by-step instructions below:

Step-by-Step Guide:

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

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

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

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

Step 5: Click on the edit icons to customize the settings.

Step 6: Select an action that will assign the package.

More customization settings will be made available depending on the action selected.

Step 7a: If the package is not charged, set the activation and expiration.

Click on the “Save” button.

The package will be assigned immediately. If there is a delay set in the activation then there will be a delay on when the package starts.

Step 7b: If the package is charged, check the “Charge this Subscription Package” box.

Click on the “Save” button.

The package will be assigned immediately. If there is a delay set in the activation then there will be a delay on when the subscription starts and is charged.

PLEASE NOTE: Only subscription packages can be charged via automations. Packages that do not have a subscription will be assigned for free.

Now, you can start a client on a package subscription via automation!

Updated on November 9, 2021

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