How to Set Up and Use Automations in the Coach Dashboard
1. Open the Automations area from your dashboard 0:00
From the coach dashboard, scroll to Automations.
The first time you enter, the page will be blank.
From here, you can either:
Create a new automation, or
Browse templates to start from a prebuilt workflow.
2. Choose a template or start from scratch 0:14
The example shown uses the Weekly Check-In template.
Click Use this to load the template.
If you create a new automation from scratch, it will look similar, but nothing will be selected yet.
The first thing you must define is the audience.
3. Configure the automation trigger and message 0:29
Everything below the audience section is part of the prebuilt automation flow.
For the weekly check-in example:
It uses a recurring schedule.
You can choose one or multiple days.
You can set the exact send time.
The message itself is a generic check-in, but you can edit it to match your coaching style.
Once configured, the automation is ready to send.
4. Add follow-up logic if needed 1:09
You can build follow-up steps after the initial message goes out.
For example:
If the client responds, the workflow can end.
If they do not respond, you can set the automation to wait a certain number of hours or days.
Then you can send additional follow-up messages.
This gives you flexibility to create a full workflow, not just a single message.
5. Use quiet hours when timing matters 1:33
Quiet hours are especially useful for automations that can trigger at unpredictable times.
They are less important for scheduled weekly messages, but very helpful for event-based automations.
Quiet hours prevent messages from being sent at inconvenient times, like the middle of the night.
6. Example: set up a workout-missed automation 1:55
The transcript uses Check in after two strength workouts missed as the example.
This automation triggers after a client misses a set number of workouts.
You can adjust the threshold to whatever you want.
The example is filtered to strength workouts, but you can change the activity type to:
Runs
Mobility workouts
Other activity types
7. Apply filters to control when the automation triggers 2:14
Use the activity type filter to narrow the trigger.
If you build the automation from scratch, you would need to add this filter manually.
After selecting the filter, click the plus button to add it.
This helps ensure the automation only applies to the right kind of activity.
8. Decide whether to use quiet hours for event-based automations 2:38
For missed-workout automations, quiet hours are often more important.
Since workouts can happen at any time, the trigger could fire overnight.
The goal is not to hide that the message is automated.
The goal is to avoid sending clients messages at inappropriate times.
9. Save the automation to activate it 3:00
Once you finish configuring the automation, click Save.
Saving activates the automation.
It will then appear in your automations list.
But the automation still needs an audience before it can be fully used.
10. Build the audience for the automation 3:00
There are three ways to define an audience:
Everyone who is an athlete
By group
By property
The preferred method in the transcript is group-based audiences.
Example groups include:
Clients paying for in-between-session communication
Clients who are inactive
11. Use groups and properties to control who receives messages 3:16
The example group used is minor programming clients.
Properties let you add more detail to an audience without creating lots of separate groups.
You can create properties such as:
High accountability
Low accountability
This lets you tailor automations to different client needs.
12. Match the automation to the client’s accountability level 4:01
The transcript describes low accountability as the weekly check-in.
Another automation example is sending a message when someone misses two strength workouts in a row.
A high accountability version could be:
Messaging after every missed planned workout
Checking in if activity RPE scores are not submitted
Reminding clients to complete daily recovery scores
13. Balance value with message volume 4:34
More automation can create more value, but too many messages may overwhelm clients.
That is why the current rollout starts with lower-accountability automations.
The goal is to offer proactive support without pushing people away.
Clients who want more frequent check-ins can opt into higher-accountability settings.
14. Create and apply custom properties in audiences 4:56
If you want more advanced audience filtering, you can build properties directly in the audience setup.
Example:
Edit a person’s audience settings
Create a new property for that person
Save it for use across other clients
This helps organize clients more flexibly without making too many groups.
15. Treat the feature as beta and share feedback 5:24
The automation system is still in beta.
Feedback from coaches is important for improving it.
The broader goal is to help coaches and physical therapists provide:
More proactive support
Higher-value service
Better responsiveness without adding unnecessary workload
The video ends by asking users to share feedback.