Send a Message/Notify Automation

Within our Automations, you can send messages and notifications automatically based on client activity.

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

Step-by-Step Guide

1. Navigate to Automations

Access the Automations section to start configuring your message automation.

2. Create New Automation

Select the “Send a Message: One Time” automation.

3. Customize Automation

Click the edit icons to modify and update the trigger actions and details for the automation.

4. Select Action Trigger

Choose the action that will initiate the “send a message” automation. You can choose minutes, hours, days, weeks, or months to set an action trigger.

5. Purchase Any Automation

Select a time interval from options including minutes, hours, days, or weeks to schedule your automation. Next, select “purchase any” as the action trigger. You can specify a particular line item, such as client training, plans, packages, groups, or products, or leave it as “anything.”

6. Purchase Specific Automation

Select a time interval from options including minutes, hours, days, or weeks to schedule your automation. Next, choose “purchase specific” as the action trigger. You can specify a particular line item, such as client training, plans, packages, groups, or products, and either select a specific item or leave it as “anything.”

7. Action Trigger: Booked a Visit, Checked In, or Closed a Visit

For actions such as “booked a visit,” “checked in,” and “closed a visit,” choose either a specific service or any service.

8. Action Trigger: Completed Workouts

For “completed workouts,” enter the total number of workouts completed.

9. Action Trigger: Completed Workout Plan

For “completed workout plan,” select the plan.

10. Action Trigger: Completed Assessment

For “completed assessment,” select any assessment or choose a specific one.

11. Select Tags

Choose recipients for the message or notification, with or without tags.

12. Send to Account or Staff Member

Choose “Send to Account” or select a team member from the dropdown menu.

13. Choose Delivery Method

Choose how the client or staff member will receive the message (email, SMS, or app notification).

14. Customize Your Message

Enter the message you wish to send to the client or trainer when the automation activates.

15. Save the Automation

Click Save to complete and activate the automation setup.

You have successfully configured an automation to send messages or notifications based on specific triggers and filters. Verify that your automation is active and test it by simulating the trigger events. By setting up message automations, you save time and ensure clients stay informed and engaged without manual follow-up. For further customization, explore additional filters or message types to enhance your automated communications. Learn more about using Automations to streamline your business.