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How do I set up a daily assessment to send to clients automatically?

How do I set up a daily assessment to send to clients automatically?

Posted by Support Team on September 10, 2020 — Updated on September 10, 2020

Within our Fitness Assessment Software, you have the ability to set up a daily assessment to send to clients automatically.

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

Step-By-Step Guide:

Step 1: Click the “Automations” tab your Dashboard.

Step 2: Select “Send a Message or Report: Recurring” from the Create New Automation drop-down list.

Step 3: Use the edit icons to customize the settings.

For When? set the frequency and time the reminder will be sent.

Step 4: For Why? Select custom reminder and the assigned assessment.

You can also add a custom message for your reminder and select the method of delivery.

Step 5: Click the “Save” button to save your automation and confirm your assessment reminder.

Now we will remind your client every day that they don’t fill out the assessment, and you won’t have to worry about manually sending an assessment every day!

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