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Personal Training Appointment Workflows Folder

This help article will explain how to use the personal training appointments workflows.

Written by Patrick Chandler
Updated over 2 weeks ago

In PushPress Core, performing an action on appointments can automatically trigger the following workflows:

Appointment Scheduled How It's Triggered:

  • This workflow is triggered whenever an appointment is scheduled in PushPress Core. How it Works:

  • When the workflow begins, it sends a notification to all staff members with the appointment details.

  • A confirmation email is sent to the client.

  • The workflow sets an event and waits until 2 hours before the appointment time.

  • At that point, it sends a reminder SMS to the client and a notification to staff. Note:

  • If you prefer to send notifications only to specific staff members, create an If/Else branch to check for the assigned instructor name (e.g., "Instructor Name = XYZ").

  • This will allow notifications to be sent only to that particular staff member. If you need help setting this up, reach out to Support! Advanced Note:

  • If you are using Grow for appointment communications, make sure to disable outbound communication and reminders in PushPress Core.

  • This prevents duplicate reminders from being sent by both systems. For more information on configuring reminders, see the "Overview of Reminder Systems" and "Configuring Core Reminders" sections below.

Appointment Check-In

How It's Triggered:

  • This workflow is triggered when the contact or staff member checks in the client for their appointment in PushPress Core.

How it Works:

  • This workflow is intentionally left blank.

Note:

  • No outbound or internal messages are sent from this workflow by default.

  • To add an email or SMS, click the "+" anywhere in the sequence to insert a message.

Pro Tip:

  • Add a Wait Step 30 minutes after the appointment ends.

    • Example: For a 1-hour training session, set the wait step to 90 minutes after the start time.

    • Then, send a thank-you message to the contact to enhance their experience.

Appointment Rescheduled How It's Triggered:

  • This workflow is triggered when an appointment is rescheduled in PushPress Core. How It Works

  • When the workflow begins, it sends a notification to all staff members with the updated appointment details.

  • A confirmation email is sent to the client.

  • The workflow sets an event and waits until 2 hours before the appointment time.

  • At that point, it sends a reminder SMS to the client and a notification to staff. Note:

  • If you prefer to send notifications only to specific staff members, create an If/Else branch to check for the assigned instructor name (e.g., "Instructor Name = XYZ").

  • This will allow notifications to be sent only to that particular staff member. If you need help setting this up, reach out to Support! Advanced Note:

  • If you are using Grow for appointment communications, make sure to disable outbound communication and reminders in PushPress Core.

  • This prevents duplicate reminders from being sent by both systems. For additional instructions on managing reminders, see the relevant sections on "Overview of Reminder Systems" and reminder configuration below.

Appointment Cancelled How It's Triggered:

  • This workflow is triggered when an appointment is canceled in PushPress Core by either staff or the client. How it Works:

  • When the workflow begins, it sends an internal notification to the assigned Staff/Instructor.

  • (Note: The instructor must be listed as staff in the system to receive notifications.)

  • This workflow does not send any outbound communication to the client by default. Customization:

  • To send a cancellation confirmation to the client, click the "+" in the sequence and add an email or SMS. Advanced Note:

  • If you are using Grow for appointment communications, make sure to disable outbound communication and reminders in PushPress Core.

  • This prevents duplicate reminders from being sent by both systems. Check the "Overview of Reminder Systems" and "Configuring Core Reminders" sections for detailed guidance on preventing conflicts in reminder settings.

Appointment Late Cancel How It's Triggered:

  • This workflow is triggered whenever an appointment in PushPress Core is marked as a "Late Cancel." How it Works:

  • This workflow is intentionally left blank for you to customize the messaging as needed.

  • To send a cancellation confirmation to the client, click the "+" in the sequence and add an email or SMS. Advanced Note:

  • If you are using Grow for appointment communications, make sure to disable outbound communication and reminders in PushPress Core.

  • This prevents duplicate reminders from being sent by both systems. Refer to the "Overview of Reminder Systems" and reminder configuration sections for further details on personalization and conflict avoidance.

Appointment No-Show How It's Triggered:

  • This workflow is triggered when an appointment in PushPress Core is marked as a "No Show." How it Works:

  • This workflow is a blank slate, allowing you to customize your outbound messaging however you'd like!

  • By default, no communication is sent, but you can easily add a "No Show" message to the client.

  • To do this, click the "+" in the sequence and insert an email or SMS. Advanced Note:

  • If you’re using Grow for appointment communications, be sure to disable outbound messages and reminders in PushPress Core.

  • This ensures clients receive a seamless experience without duplicate reminders from both systems. For comprehensive guidance on managing appointment reminders, visit the "Overview of Reminder Systems" and "Avoiding Notification Conflicts" sections below.

How Appointment Reminders Can Be Managed

Overview of Reminder Systems

  • PushPress Core Reminders: Simpler in configuration but less customizable.

  • Grow Workflow Reminders: Offers advanced customization for personalized communication.

Configuring Core Reminders

To adjust pre-configured reminders in PushPress Core:

  1. Navigate under the appointment type settings and align your SMS/email reminders accordingly.

Avoiding Notification Conflicts

Utilize either Grow Templates or Core Systems but not together for notifications per appointment type.


Need More Help?

For further assistance:

  • Check out other Help Articles.

  • Use the PushPress Messenger (blue box in your CORE account).

About PushPress

PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands!

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