This workflow does not send outbound messaging.

If you want to add messaging for contacts in these scenarios, we recommend adding it in the "New Lead" folder.

A contact will only enter this workflow once in their lifespan.

This helps prevent existing members who complete forms from being mistakenly placed in the "New Lead" stage.

Class Check-in

Appointment Check-in

Open Gym Check-in

This workflow manages qualifying reservations, check-ins, cancellations, no-shows, and late cancellations.

It places the contact in the appropriate stage within your "Lead Funnel" pipeline.

The contact must have a "Contact Status" of Lead at the time of their class action to follow the appropriate stage branches.

This workflow does not send outbound messaging.

If you want to send messages to clients, we recommend using the workflows inside the "Core Classes" folder.

This allows potential clients to book an appointment easily without needing to create a profile.

This workflow is triggered whenever an appointment status is updated using the Grow Appointment feature.

The contact will be moved to the appropriate stage in the New Lead Pipeline based on their appointment status.

If a new plan is added in PushPress Core, changing the contact's status from Lead to Member, this workflow will be triggered.

This workflow checks the "Client Status" field on the contact's profile.

Based on the status, the contact is directed down the appropriate path and added to the correct pipeline stage.

All messaging should be handled within the "Core Plans" folder.

This workflow checks the "Client Status" field on the contact's profile.

Based on the status, the contact is directed down the appropriate path and added to the correct pipeline stage.

All messaging should be handled within the "Core Plans" folder.

This workflow checks the "Client Status" field on the contact's profile.

Based on the status, the contact is directed down the appropriate path and added to the correct pipeline stage.

All messaging should be handled within the "Core Plans" folder.

This workflow updates your Dashboard and Pipeline stages to reflect your clients' happiness levels with your facility.

A lower score allows you to identify and reach out to clients who may need assistance before they churn.

This workflow does not include any outbound messages by default.

To add messaging, click the "+" under the appropriate branch and insert an SMS or email at that step.

Appointment Reserved

Appointment Check-in

Appointment Canceled

This workflow manages qualifying reservations, check-ins, cancellations, no-shows, and late cancellations.

It places the contact in the appropriate stage within your Personal Training pipeline.

This workflow does not send outbound messaging by default.

If you want to send messages to clients, we recommend using the workflows inside the "Core Classes" folder.

Each plan type you sell is assigned a designation: Lead, Non-Member, or Member.

When a plan is sold, the corresponding status label is applied to the contact in PushPress Core.

This workflow then applies the appropriate tag in Grow.

This workflow checks the "Client Status" field on the contact’s profile.

Based on the status, the workflow follows the appropriate path and applies the correct tag.

You can add or remove any tags as needed.

To rename a tag, go to:

Each plan type you sell is assigned a designation: Lead, Non-Member, or Member.

When a plan is sold, the corresponding status label is applied to the contact in PushPress Core.

This workflow then applies the appropriate tag in Grow.

This workflow checks the "Client Status" field on the contact’s profile.

Based on the status, the workflow follows the appropriate path and applies the correct tag.

You can add or remove any tags as needed.

To rename a tag, go to:

Based on how the contact enters the workflow, branches will direct them down the appropriate path and apply the corresponding tag.

This workflow does not send outbound messaging.

To modify existing tags, go to:

To add new tags within this workflow, click the "Add Tag" step and create a new tag.

A contact will only enter this workflow once in their lifespan.

This workflow is designed to provide insight into a contact’s original source in Grow.

It prevents multiple tags from being applied if a contact submits a website form and later sends an Instagram message, ensuring a cleaner data structure.

You can adjust this trigger to any interval you prefer.

To modify, click the trigger and update the number to your desired timeframe

Clearly ID yourself by name and business name in the messaging

Don't add links to messages; especially link shorteners!

Cannot mention CBD or THC at all (even if legal in your state)

Make sure you send messages to only people who have opted in.