What is the Bring a Friend Snapshot?
The Bring a Friend Snapshot is a ready-to-use tool that helps gym owners invite new people to their gym using simple emails, forms, and automatic notifications.
It makes it easy for:
Current members to refer friends
Non-members (leads) to save a spot for a Bring a Friend event
Everything is already built for you. Once you download the snapshot from the Content Library, it is ready to use with only a few small edits.
Who is this for?
This snapshot is designed for:
Gym owners and staff
Current gym members who want to invite friends
Non-members who want to attend a Bring a Friend Day or Week
Why should I use this?
The Bring a Friend Snapshot helps you:
Get more referrals with less effort
Keep things organized automatically
Make sure staff knows who to follow up with
Save time by using templates instead of building from scratch
It creates an easy ask for members and a clear next step for new people.
When should I use it?
Use this snapshot when you are running:
A Bring a Friend Day
A Bring a Friend Week
Any referral-based event
You can reuse these templates anytime you run a similar event.
What’s Included in the Snapshot?
1. Email Templates (Marketing → Emails → Templates)
You will find a folder called:
Content Library → Bring a Friend
Inside are two email templates:
Bring a Friend – Current Members
Send this to your existing members
Asks them to refer a friend
Button says “Bring a Buddy”
Button links to a referral form
You only need to update:
“Bring a Friend Day / Week” (choose one)
Event date(s)
Add your logo
Adjust colors or images (optional)
Everything else is already done for you.
Bring a Friend – Non-Members
Send this to leads or people not in your gym yet
Invites them to attend the event
Button says “Save My Spot”
Button links to a non-member form
You only need to update:
“Bring a Friend Day / Week”
Event date(s)
Add your logo
Adjust colors or images (optional)
2. Forms (Sites → Forms)
You will see a folder called:
Bring a Friend
There are two forms:
Member Referral Form
Used by current members to submit a friend.
It asks for:
Member’s name
Friend’s name
Friend’s phone number
Friend’s email
Optional notes about the friend
Members should submit one form per friend.
Non-Member Form
Used by people who want to attend the event themselves.
It asks for:
Name
Phone number
Email
This form includes an opt-in message and a Save My Spot button.
3. Workflows (Automations → Workflows)
There are two workflows that run automatically.
Bring a Friend – Member Referral Workflow
This runs when a member submits a referral form.
It will:
Create a contact for the referred friend
Add notes showing who referred them and when
Notify staff by email and SMS
Staff can then:
Call
Text
Email the referred friend
It does not:
Send any outbound communication to the referred person
Bring a Friend – Non-Member Submission Workflow
This runs when a non-member saves their spot.
It will:
Notify staff by email and SMS
Send a short confirmation email and text to the person
This lets the person know:
“Thanks! We’ll be in touch shortly.”
Staff is expected to follow up with event details.
How to Use the Snapshot (Quick Steps)
Download the snapshot from the Content Library
Go to Marketing → Emails → Templates
Open each Bring a Friend email
Update:
Day or Week
Event date(s)
Add your logo or images
Schedule or send the emails
Watch referrals and sign-ups come in
Follow up with contacts using the notifications
Important Notes
You do not need to edit the workflows for it to work
Staff follow-up is required after notifications
Templates can be reused anytime
Advanced users can customize workflows if desired
Summary
The Bring a Friend Snapshot gives you:
Simple emails
Easy forms
Automatic tracking
Clear staff notifications
All you need to do is update the event details and send the emails.
That’s it — simple, fast, and ready to go!