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.
| Part | What It Does | Example |
|---|---|---|
| Trigger | The event that starts it | Someone purchases a membership |
| Conditions | Optional filters to target the right people | Only if it’s their first purchase |
| Actions | What happens automatically | Send a welcome email + add a “New Member” tag |
What This Looks Like in Practice
Here are automations CoachIQ coaches use every day:| When this happens… | CoachIQ automatically… |
|---|---|
| Someone buys a membership | Sends a welcome email with booking instructions |
| A member hasn’t trained in 2 weeks | Sends a “we miss you” message |
| Credits are expiring in 7 days | Sends a reminder to book sessions |
| Someone submits a trial request form | Sends them a link to book their free session |
| A new member finishes their first session | Sends a follow-up asking how it went |
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
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
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.