Assign a Staff Member Automation

Within our Gym Management Software, you can assign staff members through client automation.

Starting from the “Account” tab on your Dashboard, follow the step-by-step instructions below to learn how to use this feature.

Step-by-Step Guide:

Step 1: Click on the “Automations” tab on the left side bar.

Step 2: Click on the “Create New Automation” drop-down list.

Step 3: Select “Assign a Staff Member” from the Filter Automations drop-down list.

Step 4: Click on the edit icons to customize.

Step 5: Select the action that will trigger the staff assignment.

Step 6: Customize the automation settings.

Option 1: Purchased Any Automation

Option 1.1: Purchased Specific Automation.

For “purchased specific,” additional options will be available to select the group, plan, package, or product as well as payment plan.

Option 2: For “started this plan,” select the plan.

Option 3: For “booked this session,” select the service and staff.

Option 4: For has “tag added” or has “tag removed,” select the tags.

Option 5: For has “joined this group”, select the group.

Step 6: Select staff member and save.