Pre Installed Automations
Our powerful suite of automations is designed to simplify and streamline the day-to-day tasks of managing your studio. From automated reminders and follow-ups to personalised student tracking and customised workflows, each automation saves you time by handling repetitive tasks so you can focus on what matters most: growing your studio and connecting with your students.
Explore our collection of automated processes below to see how we make studio management easier, more efficient, and tailored to your unique needs.
Keep an eye out for new and exciting pre-built automations as they are developed.
Features ✨
1. 🛌 Sick SMS Alert
Monitors messages for keywords like “sick,” “unwell,” or “not coming”; sends confirmation link and notifies admin upon confirmation.
2. ✍️ Event Sign-In/Out Tracker - Requires custom setup plus google worksheet link.
Automates sign-in/out for events, updating a spreadsheet with drop-off and pick-up details.
3. 🤖 Automated Trial Booking (Form-Driven) - Requires custom setup - Use the form in services.
Uses ChatGPT to book next available trial class within 7 days, creating an opportunity and sending notifications.
4. 📦 Info Pack Workflow
Adds tag, creates opportunity, sends info pack based on form responses.
Opportunities Management 🔄
1. 🕰️ Lead Follow-Up Reminder (3 Days)
Creates a task if a new enquiry remains inactive for 3 days.
2. 🗓️ Trial Follow-Up Reminder (7 Days)
Creates a task if trial remains in “Trial Confirmed” for 7 days.
3. 🔄 No Show Reminder (5 Days)
Moves trial to “check back later” if no-show status persists for 5 days.
4. 🚫 Lost Opportunity - DND Update
Sets contact to Do Not Disturb (DND) when opportunity is marked as lost.
5. 🎉 Won Opportunity - Enrolled Tag
Tags contact as “enrolled” when opportunity is marked as won.
Mission Control Pipeline 🛰️
1. ✅ Mission Control Enrolled Tag Update
Tags contact as “enrolled” in Mission Control if opportunity is won.
2. 🚫 Opt-Out Pipeline
Adds contact to Opt-Out Pipeline if they unsubscribe.
Forms 📝
1. 🌐 Website Lead Tagging
Tags contact as “Website Lead” if the trial form is completed.
2. 🆕 Trial Form - Create Opportunity
Creates an opportunity upon trial form submission.
3. 📥 Website Enquiry - Opportunity Creation
Adds an opportunity in Leads & Trials Pipeline when form is submitted.
Appointments / Class Scheduling 🗓️
1. 📲 Trial Reminders & Follow-Up
Sends confirmation emails and reminders (1 day and 1 hour prior); follows up based on attendance.
2. 📅 Post-Trial Follow-Up (24hr)
Updates booking status to “attended” if confirmed as attended 24 hours after trial.
Contacts Management 🧑🤝🧑
1. 📝 Enrol Status - Update to Current Customer
Changes contact type to “customer” and adds a note if enrolled tag is added.
2. 🧹 7-Day Contact Cleaner
Removes contacts with incomplete information after 7 days.
3. 👥 Multi-Student Enrolment Update (V1)
Updates Student fields for multiple students when enrolled tag is added.
4. 📝 Student Name Update (Multi- Student V1)
Updates student’s first name in Student fields when updated in contact.
5. 👶 Multi-Student Enrolment Update (V2) - Contact us to switch from V1 to V2
Updates Student fields for multiple students when enrolled tag is added and creates a separate child contact
6. 👶 Student Name Update (Multi- Student V2) - Contact us to switch from V1 to V2
Updates student’s first name in Student fields when updated in contact and creates a separate child contact
Birthday Party Management 🎉 - Requires Custom Setup
1. 🎈New Birthday Enquiry
Tags contact, creates opportunity, and sends confirmation SMS.
2. 📅 Check Back Later Reminder
Sets reminder based on selected date; sends SMS to arrange call if needed.
3. 🎂 Birthday Party Confirmation
Moves opportunity to “party booked” stage and sends confirmation email.
4. 🌟 Party Review Request
Assigns follow-up to user and sends review request email post-party.
5. 🎊 Final Numbers Reminder
Confirms deposit via SMS and sends a reminder 7 days before the event.
Store Purchases 🛒
1. 📦 Order Placement Notification
Sends internal notification upon order placement.
SMS Management 📲
1. 🚫 Stop SMS Reply Handler
Removes contact from workflows and enables DND when reply is “STOP.”
If there is an automation you would love us to add please reach out at [email protected]
