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  1. ClubReady Support
  2. Lead Management
  3. Automation Rules

Automation Rules

  • Add A New Prospect/Lead Type
  • Adding Automation Tags
  • Automation Conditions, Triggers, and Actions
  • Best Practices: Automation Rule to Send Out a Waiver 1 day Before First Booking
  • Best Practices: Automation Rules for Birthdays
  • Best Practices: Automation Rules for Late Cancel Fees
  • Best Practices: Automation Rules for No Show Fees
  • Best Practices: Automation Rules to Change Lead Type to Not Interested
  • Best Practices: Class Attendance Rules
  • Best Practices: Create a Past Due Automation Rule
  • Best Practices: Emails through Automation Rules
  • Best Practices: How to Make an Automation Folder
  • Best Practices: Prospect Flow Examples
  • Enable Or Disable An Automation Rule
  • How Automation Can Check-in Your Members So You Don't Have To
  • How Do Automation Rules Work?
  • How To Build Automation Rules
  • How To Create A Task Purpose
  • Troubleshooting: Automation Rules Not Triggering
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