Client Automation Types

Within your Exercise.com for Business platform, you can set up a wide variety of client automations. Learn more about automations and how they save you time on our marketing page.

In this article, you’ll learn what client automations are, the types available, and how to use them to streamline your business workflows.

What Are Client Automations?

Client Automations allow you to control automated tasks based on your client’s actions. Depending on which automation you choose, different setting options will be available. These include:

• When? – Determines when to run the automation. For example, when a client purchases a group.
• Who? – Defines which clients will receive the automation (all accounts, certain groups, by tags, by location, or staff members).
• What? – Determines what happens after the trigger action (e.g., “Assign a Plan” automation assigns a plan).
• Why? – Explains the reason for a notification (e.g., send a reminder if workouts haven’t been completed within a day).
• With? – Specifies staff members for relevant automations.
• For? – Specifies services for relevant automations.
• How? – Defines how information is sent (text, email, or in-app notification).
• Message – Allows you to add a customized message.

Automation Types

Add/Remove from Group

Automates adding or removing clients from groups based on actions such as purchasing plans, packages, or booking sessions. Learn more about Add to Group Automation.

Add/Remove Tag

Automates adding or removing client tags when specific actions occur, like completing an assessment or canceling a subscription. Helpful resources:

Automatically tag clients after completing an assessment
Add or remove tags automatically

Assign a Lifecycle Stage

Automatically assigns a lifecycle stage to clients after an action, such as a plan purchase or tag change. This helps track client journeys. Learn more about Lifecycle Stage Automations.

Assign a Package

Assigns packages to clients after certain actions. You can choose to charge or assign for free, and set activation/expiration dates. Learn how to start clients on package subscriptions.

Assign a Plan

Assigns a workout plan when triggered by purchases or tags. Helpful resources:

Assign a Plan Automation
Automatically assign a plan after a group purchase

Assign a Product

Automatically assigns products after specified actions. Learn more about Assign a Product Automation.

Assign a Resource

Assigns resources to clients based on purchases or tags. Learn more about Assign a Resource Automation.

Assign a Staff Member

Automatically assigns staff members after purchases, plan starts, or session bookings. Helpful resources:

Assign a Staff Member Automation
Assign staff when a plan is started
Assign staff when a session is booked

Assign an Assessment

Assigns assessments when clients purchase or book specific services. Learn how to send daily assessments automatically.

Assign a Video

Assigns videos to clients after purchases, plan starts, or session bookings.

Assign an App Banner Alert

Sends banner alerts in your custom-branded app when clients make purchases or start plans. Learn more about App Banner Alerts.

Assign/Import a Plan

Assigns or imports a plan to clients after specific actions. Set up an Assign a Plan Automation.

Clear App Alert

Automatically clears an app alert for a client after successful payment.

Clear App Banner Alert

Clears app banner alerts after clients complete specific actions, such as purchases or bookings.

Close Out Visit

Closes out visits for clients when visits remain open across services or specific services.

Cancel User

Cancels a client account after subscriptions expire and no future packages remain. The account is downgraded to free, and clients are removed from groups.

Downgrade User

Downgrades client accounts after specified triggers, such as purchases or tag changes.

Remind User/Send Recurring Content

Sends reminders or recurring content. You can set frequency (daily, weekly, monthly), audience (tags, location, group), and delivery (email, text, or in-app). Triggers include no completed workouts, missing assessments, or no logged progress. Learn how to set up reminders.

Request Info from Client

Sends automated requests for client information on a recurring schedule, filtered by tags, location, or group.

Reset Subscription Billing Cycle Anchor

Resets a client’s subscription billing cycle anchor after purchases, plan starts, or session bookings. Learn more about Reset Billing Cycle Automation.

Send Message/Notify

Sends automatic messages or notifications to clients and staff. Options include daily, weekly, or monthly schedules. Triggers include sign-ups, bookings, assessments, check-ins, or completed workouts. Delivery methods include email, text, or in-app notifications. Helpful resources:

Set up client message automation
Send trainer alerts automatically

Send App Alert

Sends app alerts when clients make purchases, start plans, or book sessions. Learn how to create App Alerts.

Send Upcoming Appointment Reminder

Sends reminders a set number of hours before appointments. You can filter by staff or service, and deliver by email, text, or in-app. Set up SMS appointment reminders.

Send Upcoming Workout Reminder

Sends workout reminders at scheduled times, filtered by tags, location, or group. Delivered by email or in-app notification. Customize workout push notifications.

Send Workout Summary

Sends workout summaries on a recurring basis (daily, weekly, monthly). Great for helping clients track progress. Learn how to set up workout summaries.

Send Visits Left Reminder

Sends reminders when clients have a limited number of visits left in their package. Delivered by email, text, or in-app notification. Set up visits left reminders.

And there you have it! A comprehensive overview of client automations. By using automations, you can save time, keep clients engaged, and streamline your gym management. Head to Account → Automations to get started today.