Automations / Set the next step
Set up the messages, reminders, and next steps you repeat. Choose what starts the workflow, who it is for, and when each step runs.
Your messages. Your timing. Your activation choice.
From starting point to saved workflow
Open a template or start from scratch. A template opens an inactive draft for you to review.
Choose the audience and trigger. Edit the messages, timing, and actions before saving.
Save with Active on when you want new events to start the workflow.
Check recent runs and look into failed steps or overdue waiting instances.
The follow-up you repeat
Clients
Messages and actions for clients
Welcome new clients, follow up on missed check-ins, or respond to inactivity with the in-app messages you configured.
Client workflows can also send forms, assign selected programs or workouts, and share a Vault package.
Leads
Alerts and follow-up for you
Get a trainer alert and schedule the next action when a lead submits, starts checkout, books an intro call, or reaches a follow-up date.
Lead workflows do not send outbound messages to leads. You handle the outreach.
Business
Follow-up around business events
Configure client follow-up around purchases, fulfillment issues, failed payments, and trials nearing their end.
These workflows support follow-up. They do not repair fulfillment or recover a payment themselves.
Need another path? Add a condition using supported activity, readiness, or event context.
Know what is running
You choose the messages, timing, and audience before activation. Once active, the workflow runs those steps automatically.
Active means automatic. Client message steps send without a separate approval before each message.
Pause new runs. Runs already underway may continue. Pausing does not cancel messages already in progress.
Diagnostics
Diagnostics are a snapshot, not a live delivery guarantee. Review the workflow when something needs attention.
Build the follow-through