Set up an “Assign a Plan” Automation

Here’s how to set up an “assign a plan” automation within your gym management software.

Starting from the “Account” tab of your Dashboard, follow the step-by-step instructions below.

Step-by-Step Guide:

Step 1: Click on “Customize Platform” tab on the left sidebar.

Step 2: Click on the “Client Automation” tab.

Step 3: Click on “Add Automation” and select “Assign a Plan” from the drop-down list.

Step 4: Click on the “When?” edit icon and customize the settings.

You can specify the number of days, weeks or months and the user purchase.

You can choose any or specific purchases for plans, groups, products and packages.

Step 5: Select additional settings.

Specific plans, groups, products and packages will have an additional drop-down list available to further customize the settings. Click on the “done editing” link to continue.

Step 6: Click on “Any or No Payment Plan” and select from the drop-down list if applicable.

Client training, groups and packages will have an additional option to choose a specific payment plan if necessary. Click on the “done editing” link to continue.

Step 7: Click on the “What?” edit icon and select the plan to be assigned after purchase.

Click on the “done editing” link to continue.

Step 8: Click on the “Message” edit icon to add a custom message.

Click on the “done editing” link and click on the “Save” button.

Now, you can assign a workout plan to a client through a client automation!