Within our Workout Software, you have the ability to customize scenarios for automatic account transfers to the “Client” lifecycle stage.

This guide will cover how to customize scenarios to automatically transition the account to the “Client” lifecycle stage.

1. Groups

Navigate to the “Groups” section.

Groups

2. Select Group

Click the three dots to access and manage the group settings.

Select Group

3. Edit Group

Select “Edit Group” from the menu.

Edit Group

4. Group Settings

Go to the settings tab.

Group Settings

5. Select Lifecycle Stage

Select the lifecycle stage that an account will transition to when joining this group.

Select Lifecycle Stage

6. Save Group

Save the changes made to the group.

Save Group

7. Client

Select a client and access their group memberships.

Client

8. Client Lifecycle

Navigate to the Client’s Lifecycle stage to verify if the assigned lifecycle stage has transitioned correctly according to the group settings.

Client Lifecycle

9. Account

Navigate to the “Account” section.

Account

10. Assessments

Access the “Assessments” tab from the expanded menu.

Assessments

11. Edit an Assessment

Edit an assessment.

Edit an Assessment

12. Enable Account Creation

Select the option “Check to enable account creation upon completion.” Selecting this will allow users to create an account automatically once they successfully complete the assessment.

Enable Account Creation

13. Transition Lifecycle Stage

Next, go to the “Transition to this lifecycle stage after completion” dropdown and select “Client” from the list. This ensures that once the account is created, it will automatically transition to the designated Client lifecycle stage.

Transition Lifecycle Stage

14. Lifecycle

Access the “Lifecycle” tab within the “Account” section to manage and modify the client lifecycle stage settings.

Lifecycle

15. Edit Client Lifecycle Stage

Editing the Client lifecycle stage allows you to customize its settings.

Edit Client Lifecycle Stage

16. Lifecycle Stage Setting for Package Purchased

Enable the “Automatically transition accounts to the Client stage when a package is purchased” setting. Once a client purchases a package, their account will automatically transition to the Client lifecycle stage.

Lifecycle Stage Setting for Package Purchased

17. Lifecycle Stage Setting for Visit Booked

Enable the “Automatically transition accounts to the Client stage when a visit is booked” setting. Once a client books a visit, their account will automatically transition to the Client lifecycle stage.

Lifecycle Stage Setting for Visit Booked

18. Lifecycle Stage Setting for Managers and Dependents

Enable the “Automatically transition manager and dependent accounts to the Client stage when a relationship is created” setting. Once a client establishes a manager or dependent relationship, their account will automatically transition to the Client lifecycle stage.

Lifecycle Stage Setting for Managers and Dependents

19. Automations

Navigate to the “Automations” tab.

Automations

20. Create New Automation

Click “Create New Automation” to get started.

Create New Automation

21. Select Automation

From the list, select “Assign a Staff Member” for this example. This will let you trigger an automation that assigns a staff member.

Select Automation

22. Assign Staff Member Conditions

Set up the conditions to automatically assign a staff member and transition the client’s lifecycle stage

Assign Staff Member Conditions

23. Assign an Assessment

Assign an Assessment will let you trigger an automation that assigns an assessment.

Assign an Assessment

24. Assign Assessment Conditions

Set up conditions to automatically transition the client’s lifecycle stage once they have completed and submitted the assessment.

Assign Assessment Conditions

25. Assign/Import Plan

Assign or Import Plan will will let you trigger an automation that assigns and imports a plan.

Assign/Import Plan

26. Assign/Import Plan Conditions

Set up conditions to assign or import a plan and automatically transition the client’s lifecycle stage

Assign/Import Plan Conditions

By leveraging this feature, trainers can create personalized scenarios that cater to individual client needs.

How to Customize Scenarios for Automatic Account Transfers to the “Client” Lifecycle Stage