The Session Automation feature is designed to optimize the customer's initial session booking process, ensuring a seamless experience right from the start.
Here's how it works:
New Customer Booking: The automation is activated when a new customer books their first session. This applies when there are no prior records for the customer.
Waitlist and Cancel Records: If a customer only has records of being on the waiting queue or canceling attendance, the automation is set to trigger the next time they book a session.
Promotion within the Queue: In cases where a customer transitions from the waiting queue to confirmed or attended status, the system automatically activates the automation.
Important Note:
Regardless of the source of the booking, whether it's through the Checkout, Booking App, or the Check-in screen, the automation systems consistently follow the predefined rules.
Here's how to set the automation:
Step 1: On the left menu, select the Automation tab and then click on Automation Management.
Step 2: Clink New Automation button.
Step 3: Type in the name of automation.
Step 4: For the source select Fit Pro Tracker.
Step 5: On the next tab select Sessions.
Step 6: On the trigger option select First Book.
Step 7: Click the Add Action button
Step 8: Select the action you want from the drop down menu.
Step 9: To save the automation, click the save button. A message will appear on the top saying Added Action Sucessfully.
