How to Set Up an Add to Group Automation

Within our Automations, you can set up an “Add to Group” automation.

Starting from the “Account” tab on your Dashboard, follow the step-by-step instructions below to learn how to use this feature.

Step-by-Step Guide

1. Navigate to Automations

Click the “Automations” tab to access the automation settings where you can manage your workflow rules.

2. Create New Automation

Select the “Add to/Remove from Group” automation.

3. Customize Automation

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

4. 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.” You may also choose a payment plan if available.

5. Action Trigger: Started This Plan

For “started this plan,” select the plan and the group.

6. Action Trigger: Booked This Session

For “booked this session,” select the service and staff.

7. Action Trigger: Tag Added/Removed

For “tag added” or “tag removed,” select the tags and the group.

8. Add/Remove to Group

Select whether you want the user to be added to or removed from a group, then choose the specific group.

You have successfully set up an Add to Group automation, enabling automatic management of group memberships based on your defined criteria. This helps save time, improve consistency, and ensure clients are always in the right groups without manual updates. To further customize your workflows, explore additional automation options or review your current automation rules for optimization.