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!