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.
Step 2: Click on the “Client Automation” tab and select “Send Visits Left Reminder” from the drop-down list.
Step 3: Click on the “+ Send Visits Left Reminder” button.
Step 4: Click on the edit icons to make changes.
Step 5: Edit “When” to select the number of visits left.
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.
Step 8: Edit “How” and select one or all from the drop-down list.
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!