How to Add or Remove Tag Automation Based on Last visit Closed

To add or remove client tags via automation based on the user’s last closed out a visit within your fitness business management software platform, follow the instructions below.

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.

3. Edit the Automation

Click the edit icon.

4. Select the Trigger

Select “Has not closed out a visit in” from the drop down.

5. Select the Time Frame

Select between days, weeks or months for the time frame.

6. Enter Duration

Enter a value for the duration.

7. Finish Editing

Click on “done editing”.

8. Customize Setting

Edit the settings for “What”.

9. Select Add or Remove Tags

Select Add or Remove Tag from the drop down.

10. Select Tag

Select the tag to add or remove once the automation has been triggered.

11. Finish Editing

Confirm that editing is finished.

12. Save the Automation

Save the changes made.

In this guide, you learned how to create an automation to add or remove client tags based on when they last closed out a visit.