Fit Pro Tracker

Automation Management

This article outlines how to use the automation for staff notifications.

Notifications Automation

Christen Schneider

Sofia Zúñiga Vega

Raniza Seprado

Billing Automation: Expiring Credit Cards Assigned to a Membership

Billing Automation For Past Due Balance

Automation When A Single Payment Membership Declined

Billing Automation for Adding a New Subscription

Billing Automation For Near-To-Expire Memberships/Trials

Billing Automation for Cancelling Subscription

Billing Automation

Session Automation Before A Customer Reaches A Milestone

Session Automation When A Customer Reaches A Milestone

Automation When A Customer Books Their First Session

Add action and set up automation to manage late cancellations

Session Automation: Manage Late Session Cancellations

Session Automation: The customer's last attended session was either 3, 5, 7 days ago, or 2 weeks ago

Session Automation

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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