How to Set Up Staff Alerts for Visits Remaining in Client Packages

Using your gym management software platform, you can set up staff alerts for visits remaining in client packages.

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

Step-by-Step Guide:

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

customize tab

Step 2: Click on the “Client Automation” tab and select “Send Visits Left Reminder” from the drop-down list.

client automation

Step 3: Click on the “+ Send Visits Left Reminder” button.

reminder button

Step 4: Click on the edit icons to make changes.

edit icons

Step 5: Edit “When” to select the number of visits left.

enter number

Step 6: Either keep “all clients” or edit “Who” by selecting clients with tags or clients without tags from the drop-down list.

There is also an option to select by group or location.

Step 7: Edit “Send To” and select a trainer from the drop-down list.

select trainer

Step 8: Edit “How” and select one or all from the drop-down list.

message delivery

Step 9: Edit “Message” and type in your custom message.

You can add the following variables in your message: {name}, {email}, {package} and {location}. The text will be replaced with the actual value in the message. Click the “Save” button to save your automation.

Now, you can set up staff alerts for visits remaining in client packages!

Updated on May 10, 2021

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