Within our Workout Software, you have the ability to customize scenarios for automatic account transfers to the “Client” lifecycle stage. This guide will cover how to customize scenarios to automatically transition the account to the “Client” lifecycle stage. 1. Groups Navigate to the “Groups” section. 2. Select Group Click the three dots to access and […]

Within our Workout Software, you have the ability to remove a client from a group after a subscription has been canceled. This guide will walk you through the remove from group automation after a payment plan has been canceled. 1. Automations Access the “Automations” tab. 2. Create New Automation Select “Add to or Remove from […]

With lead management on your fitness business management software from Exercise.com, you’ll be able to use the Assign a Lifecycle Stage automation to move accounts from stage to stage in your customer pipeline based on the triggers that work for your business. This guide walks you through using the Assign a Lifecycle Stage automation to […]

To add or remove client tags via automation based on the user’s last visit within your fitness business management software platform, follow the instructions below. In this guide, you will learn how to automate the process of adding or removing client tags based on their last completed visit. 1. Automations Tab Navigate to the “Automations” […]

This guide will walk you through creating an automation for adding and removing a client tag based on when they have last closed out a visit. 1. Navigate to Automations Go to the “Automations” tab. 2. Create New Automation Click on “Create New Automation” and select Add or Remove Tag from the drop down list. […]

To create an automation to send a message for an expired package within your fitness business management software platform, follow the step-by-step instructions below. 1. Click “Automations” Navigate to the Automations tab. 2. Select “Create New Automation” From the “Create New Automation” drop down, select “Send a Message: One Time” from the list. 3. Click […]

Here’s how to use the Trial Ending Alert automation, starting from the “Automations” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Select “Send A Message: One Time” from the drop-down. Step 2: Click the “+ Add Send A Message: One Time” button. Use the edit icons to customize the automation. Step […]

Here’s how to create an automation for a one time message for a certain amount of completed visits, starting from the “Automations” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: From the “Create new Automation” drop-down, select “Send a Message: One Time”. Step 2: Click on the edit icons to customize […]

Here’s how to use the reset billing cycle automation, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Click on the “Customize Platform” tab on the left side bar. Step 2: On the “Client Automation” tab, select “Reset Billing Cycle Anchor” from the drop-down list. Step 3: Click […]

Here’s how to set up failed payment automations within our Gym Management Software, starting from the “Account” tab of your Dashboard. Step-by-Step Guide: Step 1: Click on the “Customize Platform” tab on the left side bar. Step 2: Click on the “Client Automations” tab and select “Send a Message/Notify” from the drop-down list. Step 3: Click […]

To set up subscription renewal reminders, start from the "Account" tab of your Dashboard, and follow the steps in this Exercise.com "how-to" guide.

To set up staff alerts for visits remaining in client packages, start from the "Account" tab of your Dashboard and follow the steps in this support guide.

Learn more about the types of client automations Exercise.com gym management software provides here.

To send a message/notify automation, start in the "Account" tab of your Dashboard and follow the steps in this Exercise.com "how-to" guide.

To set up an Assign a Product automation, start in the "Account" tab of your dashboard, and follow the steps in this Exercise.com "how-to" guide.

To set up an Assign a Staff Member automation, start in the "Account" tab of your dashboard, and follow the steps in this Exercise.com "how-to" guide.

To set up the Assign a Resource automation, start in the "Account" tab of your dashboard, and follow the steps in this Exercise.com "how-to" guide.

To set up an Add to Group automation, start in the "Account" tab of your dashboard, and follow the steps in this Exercise.com "how-to" guide.

To set up text appointment reminders, start in the "Account" tab of your dashboard, and follow the steps in this Exercise.com "how-to" guide.

Automatically tag clients who complete a specific assessment by starting from the "Account" tab of your Dashboard, and following the steps in this Exercise.com "how-to" guide.