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.

Automation settings screen showing navigation to Automations

2. Create New Automation

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

Automation setup screen with 'Send a Message: One Time' option selected

3. Customize Automation

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

Automation customization screen with edit icons highlighted

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.

Trigger options for automation with time intervals available

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.”

Automation setup with 'Purchase Any' action trigger highlighted

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.”

Automation setup with 'Purchase Specific' action trigger highlighted

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.

Trigger action screen showing booked, checked in, and closed visit options

8. Action Trigger: Completed Workouts

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

Automation setup with completed workout trigger

9. Action Trigger: Completed Workout Plan

For “completed workout plan,” select the plan.

Automation setup with completed workout plan trigger

10. Action Trigger: Completed Assessment

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

Automation setup with completed assessment trigger

11. Select Tags

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

Automation recipient selection screen with tags option highlighted

12. Send to Account or Staff Member

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

Automation recipient settings showing account and staff member options

13. Choose Delivery Method

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

Automation delivery method options including email, SMS, and app notification

14. Customize Your Message

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

Message customization screen for automation messages

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.

Send a Message/Notify Automation