Automations

When something happens in your center, MomentoTraining acts on its own

Build automations with a visual editor: choose what happens, how long to wait and what to do. Warn about a pack about to expire, win back clients who stop coming or wish your clients a happy birthday without having to remember.

WhenThe pack expires in 7 days
Wait1 day
IfThey haven't bought another pack
DoSend WhatsApp: "Your pack expires soon"
What they work with
Visual editorReady-made templatesEmailPush notificationWhatsAppSales pipelinesTagsTeam alerts

When, wait, if, do. As simple as that.

Each automation is a recipe: a trigger, a wait, a condition and the actions.

Triggers
Sign-up, purchase, pending payment, expiring pack, inactivity, birthday and more.
Waits and conditions
Wait as many days as you want and check a condition before acting.
Email, push or WhatsApp
Send the message through the channel that works best for each client.
Pipelines and tags
Add, move or remove contacts from your pipeline and add or remove tags.
Team alerts
Create an alert or email someone on the team when it's time to step in.
Ready-made templates
Start from pre-built automations and adapt them to your center.
Test them first
Duplicate, import and test each automation before switching it on.
History
See which automation ran, when and for whom.
Templates
Welcome pipeline
Active
Pack about to expire
Active
Inactive for 1 week
Draft
Birthday email
Active
Templates

Start today with ready-made templates

No need to start from scratch. Pick a template, review the message and switch it on. Automations are checked every hour; date-based ones, like birthdays, once a day.

  • Welcome and signed up without buying
  • Pack about to expire, expired or out of sessions
  • Client inactive for a week or a month
  • Pending payment and no-show
  • First class, birthday and anniversary
See it in a demo
Today's automatic tasks
Recurring fees
Generated
Done
Payments with saved card
Processed
Done
Fixed-spot bookings
Next week
Done
Automatic tasks

And the daily tasks take care of themselves

Besides the automations you build, MomentoTraining handles the repetitive day-to-day tasks without you having to set anything up.

  • Recurring fees generated, with pauses
  • Automatic charge to the saved card
  • Reminder to clients to set up their card
  • Automatic bookings for clients with a fixed weekly spot
  • Monthly time-tracking reminder for admins
See it in a demo

Your center trains too

MomentoTraining brings together your client app, your team app and your management panel in one platform with your brand. Talk to our team and we'll show you how it works in your center.

Book your free demo
Frequently asked questions

Your questions about automations

No. Automations are built with a step-by-step visual editor: when, wait, if and do.

They're checked every hour. Date-based ones, like birthdays or anniversaries, are checked once a day.

Yes. You can test, duplicate and import them, and check the history of each run.

Email, push notification in the app, or WhatsApp if you have it connected.

Want to set it up? Read the step-by-step guide in our Help Center →