How do I set up an Add to Group automation?

Within our Gym Management Software, you can set up an “Add to Group” automation.

Starting from the “Account” tab on your Dashboard, follow the step-by-step instructions below to learn how to use this feature.

Step-by-Step Guide:

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

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

Step 3: Select “Add to Group” from the Filter Automations drop-down list.

Step 4: Click on the “+ Add to Group” button.

Step 5: Click on the edit icons to customize.

Step 6: Select the action that will trigger the Add to Group automation.

Option 1: Purchase Automations

“Purchased any” will have additional options pictured below.

Select what item is to be purchased, the payment plan if applicable, and the group the user will be added to. Click on the “Save” button.

Option 2: For “started this plan,” select the plan and the group.

Select the group the user will be added to. Click on the “Save” button.

Option 3: For “booked this session,” select the service and staff.

Select the group the user will be added to. Click on the “Save” button.

Option 4: For has “tag added” or has “tag removed,” select the tags and the group.

Select the group the user will be added to. Click on the “Save” button.

Now, you can set up add to group automations!