How do I set up an Add to Group automation?

Within our Gym Management Software, 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.

add to group

Step-by-Step Guide:

Step 1: Click on the “Customize Platform” tab on the left side bar.

customize platform tab

Step 2: Click on the “Client Automation” tab.

client automations

Step 3: Select “Add to Group” from the Filter Automations drop-down list.

add to group automation

Step 4: Click on the “+ Add to Group” button.

add to group button

Step 5: Click on the edit icons to customize.

edit

Step 6: Select the action that will trigger the Add to Group automation.

Option 1: Purchase Automations

purchase actions

“Purchased any” will have additional options pictured below.

purchase options

Select what item is to be purchased, the payment plan if applicable, and the group the user will be added to. Click on the “Save” button.

Option 2: For “started this plan,” select the plan and the group.

plan started

Select the group the user will be added to. Click on the “Save” button.

Option 3: For “booked this session,” select the service and staff.

booked session

Select the group the user will be added to. Click on the “Save” button.

Option 4: For has “tag added” or has “tag removed,” select the tags and the group.

tag added

Select the group the user will be added to. Click on the “Save” button.

Now, you can set up add to group automations!

Updated on December 29, 2020

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