Assign a Resource Automation

Within our Gym Management Software, you can assign a resource through client automation.

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

1. Click on the “Automations” tab on the left side bar.

Go to Automations to set up your resource automation.

2. Click on the “Create New Automation” drop-down list.

Click the drop-down list under “Create New Automation” and select “Assign a Resource” automation.

3. Select “Assign a Resource” from the Create New Automations drop-down list.

Select “Assign a Resource” to proceed with the Automation setup.

4. Click on the edit icons to customize.

To customize the automation, click the edit icons.

5. Select the action that will trigger the resource assignment.

In the ‘When?’ section, customize the number of days, weeks, or months, and select an action to trigger the resource automation.

6. Customize the automation settings.

Option 1: Purchase Automations

Select “purchased any” action as the trigger.

Option 1.1: Purchased Specific Automations.

Select “purchased specific” action as the trigger.

For “purchased specific,” additional options will be available to select the group, plan, package, or product as well as a payment plan.

Option 2: Resources can also be assigned by adding or removing tags.

Select “tag added” or “tag removed” as the trigger.

7. Select the resource to be assigned.

In the ‘What?’ section, select the resource you want to add.

8. Enter a custom message.

In the Message section, enter your custom message, then click ‘Save’ to save your Resource Automation.

Click on the “Save” button.

Now, you can assign a resource through client automations!