Use this automation to check in with new clients after they complete their first class. This is an opportunity to continue building the relationship, gather feedback on their experience, and prompt your team to personally follow up.

This automation begins after a client completes their first visit and includes one text message and one optional auto-task.

Condition: First Visit

When did the visit occur: Within the last 1 day

Which Visit: All Visits

This rule identifies clients who have recently completed their first visit on any class type.

None Required