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

Expiry

• Setting an expiry date for task types is a good idea
• Serves as a fail-safe to prevent irrelevant tasks from cluttering up your Task list in case Performer fails to complete them

In example, task will expire after two weeks, at the end of the 2 week birthday timeframe.
In the event that member does not visit club within the 2 week birthday timeframe, task will automatically expire, preventing ongoing Staff Action requirement

Next - Action