Create an Automation

Overview

Building an automation in FitSuite takes just a few minutes. You pick a trigger, optionally add conditions, define the actions, and you’re done.

Step-by-Step Setup

1. Start a New Automation

Go to Automations in the sidebar and click New Automation. Give it a clear name — something like “Welcome message for new clients” — so you can identify it later.

2. Choose a Trigger

Select what event kicks off the automation. For example:

• Client added
• Check-in submitted
• Payment received

See Trigger Types for the full list.

3. Add Conditions (Optional)

Conditions let you filter when the automation should actually run. For example, you might trigger on “Client added” but only run the action if the client’s tag is “VIP.” You can combine multiple conditions with AND/OR logic.

4. Define Actions

Choose what happens when the trigger fires and conditions are met:

• Send a message
• Assign a workout or nutrition plan
• Add a tag
• Create a task for yourself
• Send an email

You can chain multiple actions in sequence.

5. Enable and Save

Toggle the automation On and click Save. It starts working immediately for all future events.

Testing Your Automation

After saving, click Test to simulate the trigger with a sample client. FitSuite will show you exactly what actions would fire, without actually executing them.

Enabling and Disabling

You can toggle any automation on or off from the automations list without deleting it. Disabled automations keep their configuration intact.

⚠️ Warning: Automations only apply to events that happen after they’re enabled. They do not run retroactively on existing data.