Workflows for the steps you repeat

Pick a trigger, stack the steps and switch it on. Every new client gets the same start.

Sample data. The coach and clients shown are fictional.

What it does

  • Triggers: a client enrolls, you accept a request, a client is approved or deactivated, a form is submitted, a workout is completed, or you run it by hand.
  • Steps: send a message or notification, create a task for you, assign a program or form, add to a group, set a goal, share a resource, auto-accept or auto-activate.
  • Two ready-made workflows: new-client onboarding and weekly check-in.
  • A run history for each workflow, with a retry for a failed step.

Who it’s for

  • Coaches who onboard several new clients a month.
  • Anyone who sends the same welcome, form and program to every client.

Which plan

Pro and above

On Pro and above: Pro, Max and Ultra. Included in the 7-day free trial.

Compare plans →

How it works

  1. Pick a trigger

    Choose when the workflow runs and which clients it applies to.

  2. Add steps

    They run top to bottom, in the order you set.

  3. Switch it on

    Turn it on, or keep it as a draft.

Read the step-by-step tutorial

Good to know

  • Workflows act only on your current clients.

Questions

What can start a workflow?

A client enrolling, you accepting a request, a client being approved or deactivated, a form being submitted, a workout being completed, or you running it for a client.

Do I have to start from scratch?

No. Start from one of the two ready-made workflows and edit it.

Which plan includes workflows?

Pro and above, and the 7-day trial.

Start free with up to 3 clients

No card and no time limit. Every feature is open for your first 7 days.