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How do I set up an automation for the day before a client’s first class?

How to set up an automated email and/or SMS to go to clients the day before their first class.

Written by Luna

A first-timer or day-before-first-class automation can be a powerful tool to build a relationship with your client, help them feel comfortable and welcome, and make life easier for your front desk staff and instructors!

To implement your automation successfully, you need to understand the technical configuration process and troubleshoot any timing or condition mismatches during setup.


Entry Rules

Condition: Future Reservation

Customers who have a future visit within the next 1 day

AND

Condition: Number of Visits

How Many Visits: 0

When did these Visits Occur: All time

This rule ensures you target only brand-new clients who haven't previously visited your studio, improving the relevance of your automation.

Goals

None required


Content

The following are content suggestions for this automation, but feel free to tweak to align with your brand and studio communications!

Email #1: What you need to know for class

Timing: Send immediately after a contact enters this auto-campaign

Subject: Here's what you need to know for your 1st class at [%business_name%]!

Content:

Hey [%first_name | there%],
​
We’re looking forward to meeting you soon for your class at YOURSTUDIONAME! Are you ready for an amazing experience!? It’s going to be so great. 💥
​
Here are a couple of things to know before class:

  • What to bring

  • Where to park

  • Where the studio is located

  • If you have showers/lockers etc

  • How early to arrive

  • Link to our Waiver

If you have any questions, just reply. See you soon!
​
- YOURTEAMNAME

SMS #1: Can't wait to meet you!

Timing: Send immediately after a contact enters this auto-campaign

Content: Hey [%first_name | there%]! You're booked for your first class at YOURSTUDIONAME! Please check your email for some important details, and remember to complete your waiver in advance at INSERTWAIVERURL. Feel free to text us at this number if you have any questions. See you soon! - YOURTEAMNAME

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