Tasks and Task Automation

Tasks are predefined actions or reminders that automate processes within GymMaster or prompt staff to perform specific actions.

• Automated Tasks
• Staff Action Tasks
• Add Task Type
  • General Settings
  • Trigger
  • Performer
  • Expiry
  • Action
  • Email
  • SMS
  • Member Label
  • Awards
  • Prospect
• Frequently Asked Questions

Email

• Select email template required
  • These are created under Email Templates
• Choose recipient of email, Member or Performer
• Select Auto Send to automate sending process, eliminating need for a performer to send email
  • Note Auto Send MUST be selected to Email to Member

In example, we are sending an automated email message, 2 weeks prior to every member’s birthday (trigger).
Email will wish member a happy birthday and let them know the details of their free-classes offer.

Next - SMS