How Do I Add a Client Automation to Send a Notification If X Visits Remain in a Package?
Using your gym management software platform, you can add a client automation to send a notification if X visits remain in a package.
Starting from the “Automations” tab of your Dashboard, follow the step-by-step instructions below.
1. Click on the âCustomize Platformâ tab on the left sidebar.
Go to Automations to set up your automation with visit left reminders.

2. Click on the âCreate New Automationâ drop-down list.
Click the drop-down list under “Create New Automation” and select “Send a Visits Left Reminder” automation.

3. Click on âCreate New Automationâ and select “Send Visits Left Reminder” from the drop-down.
Select “Send Visits Left Reminder” to proceed with the Automation setup.

4. Click on the edit icons to customize the settings.
To customize the automation, click the edit icons.

5. Click the edit icon next to âWhen?â and customize the settings.
In the “When?” section, select the number of visits left.

6. Click on the edit icon next to âWho?â and customize the settings.
You can select clients based on tags or without using tags. Additionally, you have the option to filter clients by a specific location or group.

7. Click the edit icon next to âHow?â and customize the settings.
You can choose to send an email, in-app notification, or text message. Click the âdone editingâ to continue.

8. Click on the edit icon next to âMessageâ and type your custom message.
After setting up your automation, you may also choose to add a custom message. Then, click âdone editingâ, followed by the âSave Allâ button.

Now you can add a client automation to send a notification if X visits remain in a package!