Automation & Forms
Your client missed their workout. They already got your message. You didn't even notice. Set it up once. It runs forever.
Visual Automation Builder
6 features9 Automation Triggers
New Client, Program Completed, Session Booked, Session Completed, Workout Completed, Form Submitted, Goal Reached, Payment Received, Inactivity.
10 Step Types
Send Message, Send Email, Assign Program, Assign Workout, Create Task, Add Tag, Remove Tag, Wait, Condition, Webhook.
Visual Builder
Drag-and-drop with real-time preview. No coding. Conditional logic branches for complex workflows.
Multi-Step Sequences
Chain steps with delays and conditions. Build onboarding, progression, and re-engagement workflows.
Automation Templates
Pre-built templates: onboarding, birthday, 30-day check-in, re-engagement. Customize and save.
Webhook System
10 event types for external integrations. Connect to any system without Zapier.
Forms & Assessments
6 features12 Field Types
Text, textarea, number, email, phone, date, select, multi-select, checkbox, radio, file upload, signature.
Conditional Skip Logic
Show/hide fields based on previous answers. Dynamic forms that adapt to client responses.
Form Templates
Pre-built: intake, PAR-Q, progress check-in, goal review, satisfaction survey. Customize or build custom.
Form Assignment
Assign to individual clients or bulk. Client self-service form filling in the portal.
PDF Export
Export completed submissions as branded PDFs with client data and responses.
Automation Integration
Form submissions trigger automation flows. Connect forms to onboarding, check-ins, and follow-ups.
Auto-Tagging & Engagement
6 featuresAuto-Tagging Rules
Engagement-based tags: At Risk, Crushing It, Inactive 7d/14d, New Client, Habit Master, Star Client.
Engagement Scoring
5-factor weighted formula: workout 35%, sessions 25%, nutrition 20%, habits 10%, exercise logs 10%.
Auto-Post to Community
On workout completed, achievement earned, habit streak, challenge completed, personal record, milestone.
Photo Reminder Scheduler
Configurable interval (default bi-weekly) with anti-spam throttle.
Check-In Automation
Automated weekly or bi-weekly check-in sequences with form collection and coach review.
Run Auto-Tag On Demand
Evaluate all clients against auto-tag rules instantly. Refresh engagement scores across your entire base.
Client Onboarding Flows
6 featuresWelcome Sequence
Automated welcome email, video, onboarding form, and goal-setting. First impression automation.
Intake Forms
Health history, fitness level, goals, equipment, dietary preferences. All collected before day one.
Waivers & Agreements
E-signature waivers via Sign product. Automated signing workflow with compliance tracking.
Wearable Connection
Automated wearable integration requests. One-click setup with health data syncing.
First Program Assignment
Automatic workout and nutrition plan assignment based on intake form responses.
Program Completion Automation
When a program ends, auto-assign the next phase or trigger coach review for progression.
Set it up once. It runs for every client, forever. 9 triggers, 10 steps, zero manual work.