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

Performer

Not applicable to automatic tasks; skip if not required

• Choose which staff member is responsible for completing task;
  • All Staff - all trainers can view the task in the list
  • Personal Trainer - system assigns member’s trainer to the task
  • Sales Rep - system assigns member’s sales representative to the task
  • Staff List - Select specific staff member name to assign task to

In example, we have selected ‘All Staff’ - any staff member can perform this action.
Alternatively we could select all Personal Trainers or one specific staff member only to perform this task.

Next - Expiry