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Where to find this: Tools → Automations
You’re busy coaching—not sitting at a computer sending emails. But the follow-ups pile up: welcome messages for new members, reminders about expiring credits, check-ins with people who haven’t trained in a while. Things slip through the cracks. Automations handle these tasks for you, automatically, in the background.

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How Automations Work

Every automation follows a simple formula:

When THIS happens → Do THAT

A member signs up, so CoachIQ sends them a welcome email. A booking gets cancelled, so CoachIQ follows up. You set it up once, and it runs forever.
Each automation has three parts:
PartWhat It DoesExample
TriggerThe event that starts itSomeone purchases a membership
ConditionsOptional filters to target the right peopleOnly if it’s their first purchase
ActionsWhat happens automaticallySend a welcome email + add a “New Member” tag

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What This Looks Like in Practice

Here are automations CoachIQ coaches use every day:
When this happens…CoachIQ automatically…
Someone buys a membershipSends a welcome email with booking instructions
A member hasn’t trained in 2 weeksSends a “we miss you” message
Credits are expiring in 7 daysSends a reminder to book sessions
Someone submits a trial request formSends them a link to book their free session
A new member finishes their first sessionSends a follow-up asking how it went

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What Can Start an Automation?

Automations can trigger when:
  • Someone makes a purchase or starts a subscription
  • Someone books or cancels a session
  • A form gets submitted
  • A session is completed (including no-shows)
  • A subscription is cancelled
  • On a schedule—daily, weekly, or monthly

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What Can Automations Do?

Once triggered, automations can:
  • Send emails, SMS messages, in-app messages, or announcements
  • Add or remove tags from members
  • Add or redeem credits
  • Grant or revoke program access
  • Book or remove someone from a session
  • Send data to external tools via webhooks
Best uses for automations:
  • Messages you send over and over (welcome emails, booking confirmations)
  • Follow-ups you forget to send (trial conversions, re-engaging inactive members)
  • Time-sensitive alerts (credit expirations, camp prep reminders)

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What’s Next?

Ready to build your first automation? It takes about 5 minutes.

Build Your First Automation

Step-by-step guide to creating a welcome email that sends automatically when someone purchases a membership.

Forms Overview

Create forms that can trigger automations when submitted

Scheduling Overview

Manage sessions and bookings that trigger automations

Product Overview

Set up products whose purchases can kick off automated workflows

Inbox Overview

Where automated messages land for your members