What Are Automations?
Automations are workflows that automatically perform actions when specific events happen with your Trainerize clients. They work like “if this happens → then do that” rules that run 24/7 in the background.
They save hours of manual work every week and ensure every client receives consistent, high-quality communication.
Access Automations:
https://app.fitmetrics.ai/business/automations
Example:
“When a new client is added with tag ‘Weight Loss’, automatically send a welcome message, assign the onboarding program, move them to the correct stage, and schedule their first check-in.”
All instantly. No manual effort.
🎯 How Automations Work
Each automation has two components:
Trigger – The event that starts the automation
Actions – What happens automatically when the event occurs
You can add multiple actions, and they run in order.
🔔 Available Triggers
1. New Trainerize Client Added
Triggers the moment a new client is added inside Trainerize.
Use for:
Welcome messages
Onboarding sequences
Assigning first programs
Scheduling initial check-ins
Filters:
By tags
By assigned coach
2. Client Enters Smart View
Triggers when a client meets the conditions of a Smart View.
Use for:
Inactive clients
Low compliance
Milestones (e.g., “10 lbs lost”)
Renewal reminders (“expiring soon”)
Settings:
Trigger once per client
Or every time they enter the view
Smart Views refresh every 6 hours.
3. Client Enters Stage
Triggers when a client is moved into a specific Stage in your client journey.
Use for:
Onboarding steps
Progression notifications
Status-based workflows (injury, vacation, offboarding)
4. AI Form Submission
Triggers when a client submits a specific AI Form.
Use for:
Onboarding questionnaires
Weekly check-ins
Injury reports
Goal-setting forms
Lead capture forms
You can also:
Create new Trainerize clients
Assign programs using AI
Send personalized feedback based on their responses
5. Days in Program
Triggers when a client reaches a specific milestone (e.g., 7, 30, 60, 90 days).
Use for:
Milestone celebrations
Progress reviews
Program transitions
Renewal campaigns
You can trigger:
Once
Or daily after the milestone
⚡ Available Actions
1. Send Trainerize Message
Send automated messages using:
Manual text
Placeholders
Or AI-generated personalized messages
You can choose the sender:
Assigned Coach (recommended)
Specific trainer
AI Message Sender
2. Move Client to Stage
Automatically move clients to any Stage.
Useful for:
Onboarding
Progressive coaching journeys
Triggering new automations
3. Change Client Status
Update the client’s compliance status:
Active
Vacation
Sick
Injury
Cancelling
Custom statuses
4. Assign AI Check-In Template
Automatically assign weekly, bi-weekly, or monthly AI Check-Ins:
Choose template
Choose day/time
Choose frequency
Choose sender
5. Assign Trainerize Program
Assign any program OR use AI to select the best program based on form responses.
Start date options:
Today
Specific date
X days from now
6. Assign Habits
Automatically add habits to the client:
Choose habits
Choose which days apply
Choose start date
7. Set Custom Goal
Create personalized goals manually or let AI write the goal based on client data that shows within "Goals" tab in Trainerize mobile app of client.
8. Add Trainerize Client
Create Trainerize clients automatically (perfect for lead forms).
9. Enable Agentic Mode (Business Package)
Turn Agentic Mode on/off for the client.
10. Enable AI Macros (Business Package)
Automatically adjust client macros.
11. Send Webhook Response
Send data to Slack, Google Sheets, Zapier, Make, and more.
Perfect for:
Notifications
Data logging
External integrations
🧠 Example Automations
New Client Onboarding
Trigger: New Client Added
Actions:
Send welcome message
Move to Onboarding stage
Assign program
Assign habits
Schedule weekly AI check-ins
Re-Engagement
Trigger: Smart View “Inactive 30 Days”
Actions:
Send re-engagement message
Move to “Re-Engagement Needed” stage
Milestone (30 Days in Program)
Trigger: Days in Program = 30
Actions:
Send congratulations
Move to “Established Client”
Assign new check-in template
Lead Capture → Client Automation
Trigger: AI Form Submission
Actions:
Create Trainerize client
Send welcome
Assign program
Move to “Lead Onboarding” stage
📊 Automation Limits by Package
Package | Automations Allowed |
Essentials | 1 |
Starter | 15 |
Business | 100 |
🔍 Monitoring & Troubleshooting
Each automation has an Execution History, showing:
Trigger events
Actions executed
Success/failure
Error details
If something fails, you can review and fix easily.
🎯 Best Practices
Start simple
Use clear names
Test everything with Test Mode
Use tags to differentiate flows
Build multi-step journeys using Stages
Don’t over-automate—keep human connection
Review execution logs weekly
🎓 Getting Started Checklist
Set up Stages
Create Smart Views
Configure AI Forms
Build AI Check-In templates
Create your first automation
Test it
Activate
Monitor execution history
Optimize