Support Automations
How do I automatically assign a workout plan when someone purchases a group membership?

How do I automatically assign a workout plan when someone purchases a group membership?

Posted by Support Team on September 10, 2020 ā€” Updated on June 13, 2024

Within our Gym Management Software, you can automatically assign a plan for a one-time group purchase.

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.

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

Step 4: Click on the “+ Assign a Plan” button.

Step 5: Customize the settings.

Step 6: Choose any or specific group purchase.

Step 7: If using a specific group purchase, select the group from the drop-down list.

If this group membership is a one-time charge rather than a subscription, make sure to check the “one-time purchase” box and click on the “done editing” link.

Step 8: Select the plan to be assigned.

Step 9: Enter the optional custom message and click on the “done editing” link.

Click on the “Save” button.

Now, you can automatically assign a workout plan when someone purchases a group membership!

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