Situations that start an automation

Signs up · Buys a membership · Sale pending payment · Membership about to expire · Membership expired · Runs out of sessions · No active membership · Cancels a class · Misses a class · First class · Inactivity · Birthday · Client anniversary · Enters a funnel column.

Waits

  • Wait: pause for hours, days or weeks.
  • Wait until…: continue as soon as something happens or the time runs out.

Conditions (If…)

Has an active membership · Has bought a membership · Has booked a class · Has attended a class · Recent attendance · Is in a funnel · Has a tag · Has email · Has a mobile for WhatsApp · Has read the WhatsApp.

Actions

GroupActions
Client communicationSend email · Send notification · Send WhatsApp
Sales funnelAdd to funnel · Move column · Remove from funnel · Comment in the funnel
ClientAdd tag · Remove tag
TeamCreate an alert for the team · Notify someone on the team