Support Automations
How do I set up automatic reminders for my clients?

How do I set up automatic reminders for my clients?

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

Hereā€™s how to set up automatic reminders for your clients within your Gym Management Software.

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

remind user

Step-by-Step Guide:

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

customize platform

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

client automation

Step 3: Click on the “Filter Automations” drop-down list and select “Remind User/Send Recurring Content”.

remind user

Step 4: Click on the “Remind User/Send Recurring Content” button.

remind user button

Step 5: Click on the edit icon next to “When?” to customize the settings.

when

You can choose how many days, weeks, or months, as well as the time. Click on the “done editing” link to continue.

Step 6: Click on the edit icon next to “Why?” to customize the settings.

why

You can select “Custom Message” and click on the “done editing” link or select “Custom Reminder” and customize the additional settings.

For “Custom Reminder” you can choose how many workout(s), Measurement(s), assigned assessment(s), or progress photo(s) have not been completed within the time frames listed. Click on the “done editing” link to continue.

Step 7: Click on the edit icon next to “Who?” and customize the settings.

who
You can select clients with tags or without tags. There is also the option to select clients from a specific location or group.

Step 8: Click the edit icon next to “How?” and customize the settings.

how

You can select email, in-app notification, or text message. Click on the “done editing” link to continue.

Step 9: Click on the edit icon next to “Message” and type your custom message.

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

Now, you can set up automatic reminders for your clients!

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