Moving from “Manual job” to “Automation” is the key to scaling any business. While in the Training industry, where the relationship between Client and Trainer is of utmost importance, “Automation” may sound repelling. It’s essential to keep your clients engaged and motivated, but at the same time, it’s equally important to automate as much as you can.

Both trainers and clients can benefit from automation.

1. Clients will get the plans almost instantly
2. Trainers can scale their business
3. Both Clients and Trainers will save the precious time that goes into manual handling.
4. Trainers can focus on other essential aspects of their business

Guide to automating your business with FitBudd

We know that all clients are different and thus need different training programs. We performed a lot of research and talked to many trainers about how the program/schedule assignments can be automated.

The payment plans are made rich with rule-based automation. Here’s how:

1. Configure Onboarding Questionnaire

   1. Go to Settings > Onboarding Questionnaire
   2. Click on Edit Questions
   3. Add or Edit Choice Based (Single/Multiple choice) questions. These questions will define the rules later in Payment Plans. Eg. if there is a question of “Where do you typically work?” and options are - “Home”, “Gym”, or “Outdoors”, you can define three rules and have three different schedules for the clients choosing different options.
   4. Make sure to mark these questions as Mandatory
   5. Click Save

2. Create a Payment Plan

   1. Go to Payment Plans
   2. Create a Plan you want to sell - Fill in the basic details and pricing options.
   3. Go to the Schedule tab

   

3. Configure Workout Schedule A workout schedule is the fitness training schedule for a given duration. A few are provided by default, if you want to create more - Go to Fitness > Schedules and start creating. Once you have enough schedules to serve each type of client, follow the steps:

   1. Go to the payment plan created in Step #2 and select the Schedule tab
   2. Click on Select Workout Schedule to select Workout Schedules to be auto-assigned when a client purchases this payment plan. You can either
   • Select a single schedule if this plan caters to a very specific target customer
   • Or select multiple schedules and add conditions to them - based on the client's profile, the best match will be assigned to them
   3. Once you select a Workout Schedule, Click Save, and the popup to define Conditions for Auto-Assignment will open.
   4. Configure the rules based on the responses for the questionnaire configured in Step #1
   5. Once you are done defining the conditions for the selected workout, click Save. And you’ll have your first rule created.
   6. If no conditions are specified, this Workout Schedule becomes the default and is assigned when no better match is found.
   7. Repeat the steps from b to e to create more rules.
   8. You can always edit the conditions of the defined rules or remove a rule altogether as per the need.

   PLEASE MAKE SURE TO ADD A DEFAULT WORKOUT SCHEDULE WITHOUT ANY CONDITIONS - this will be assigned to the clients in case there is no match found

4. Configure Nutrition To automate Nutrition, you can either rely on the

• BMR meal - BMR Meal is a macro meal that automatically updates based on the client’s age, weight, activity level and goal. Please note - For the BMR meal, you must have configured the relevant questions in the onboarding questionnaire - age, weight, activity level and goal

OR

• Meal Plan - if this plan caters to a very specific target customer

  We have provided a few meal plans by default, if you want to create more - Go to Nutrition > Meal Plans and start creating. Next, Select Meal Plans to be auto-assigned when a client purchases this payment plan.

  1. Go to the payment plan created in Step #2 and select the Schedule tab

  2. Click on Select Meal Plan or Add BMR based Meal

  3. If the Meal Plan option is selected, then choose a specific meal plan from the popup.

  4. Once you select a Meal Plan, click Save, and the popup to define Conditions for Auto-Assignment will open.

     If no conditions are specified, AND no BMR-based meal is defined, then this Meal Plan becomes the default and is assigned when no better match is found.

  5. Repeat the steps from b to d to create more rules.

  6. You can always edit the conditions of the defined rules or remove a rule altogether as per the need.

     If BMR-based meal is selected in the end, it will become the default and be assigned when no better match is found.

     PLEASE MAKE SURE TO ADD A DEFAULT MEAL PLAN WITHOUT ANY CONDITIONS - this will be assigned to the clients in case there is no match found

5. Configure Supplements The supplement plans can be configured for automation. Define your own supplement plans from Nutrition > Supplement Plans.

   1. Go to the payment plan created in Step #2 and select the Schedule tab
   2. Click on Add Supplement and choose a Supplement Plan to be auto-assigned when a client purchases this payment plan.
   3. Click Save

6. Configure Water & Activity Water Intake targets and Activity targets can be configured.

   1. Click on Add Water and assign some target value of the water intake. This target value will be auto-assigned when a client purchases this payment plan.
   2. Click Save to save the defined water target.
   3. Click on Add Activity and assign target values of the various activities performed by the clients (steps, distance, flights, energy). These target values will be auto-assigned when a client purchases this payment plan.

7. Turn On Automation Final but most important step. Don’t forget to check this box on the top. The Automation will work only when this checkbox is checked.

   

That was the basic guide for defining rules and configuring automation in payment plans. While automation eases the work in so many ways, it’s still important to keep a tab on your clients and maintain personal connections.

Happy Training!