Support Automations
How to Set Up Staff Alerts for Visits Remaining in Client Packages

How to Set Up Staff Alerts for Visits Remaining in Client Packages

Posted by Support Team on April 30, 2021 — Updated on July 27, 2024

Using your gym management software platform, you can set up staff alerts for visits remaining in client packages.

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

Learn how to set up automatic staff alerts for remaining visits in client packages.

1. Automations

Navigate to the Automations tab.

Automations

2. Create New Automation

On the Create New Automation drop down select “Send Visits Left Reminder”.

Create New Automation

3. Edit Settings

Use the edit icons to customize settings.

Edit Settings

4. Enter Number

For “When” enter the number of visits remaining to trigger the reminder and click on the done editing link.

Enter Number

5. Specify Clients

Specify the clients. You can select clients with tags or without tags.

Specify Clients

6. Group or Location

You can also select clients who are members of a specific group or not members of the group. The option to select clients by location is also available.

Group or Location

7. Send to Client

For “Send To” select the staff member you would like to receive the notification.

Send to Client

8. Notification Delivery

Edit the settings for how the staff member will receive the notification.

Notification Delivery

9. No Package Specified

For the “What” settings, if no package is specified then the notification will be sent for any package.

No Package Specified

10. Selected Package

If a package has been specified then the notification will only be sent for clients with that package.

Selected Package

11. Custom Message

Edit the “Message” setting by adding a custom message for the notification.

Custom Message

12. Save

Save the automation.

Save

This guide covered the process of setting up staff alerts for remaining visits in client packages.

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