Coaching Check-in Follow-up
Every check-in answered, every client kept on track
By LUCY·Coaches and trainers
For coaches, trainers and clinics. When a client completes a check-in they are thanked straight away, and a task makes sure you read it and reply while it still matters.
What you get
- An instant thank-you for every completed check-in
- A task to review and reply
- An alert in the app
about 4 hours saved a month
How it works
Exactly what each automation does, in order. You can change all of it after installing.
Coaching Check-ins: completed
When a check-in is completed
Email: "Thanks for checking in"
Create a task: "Review [name]'s check-in and reply"
Notify your team: "[name] completed a check-in."
Before you switch it on
- Use with the Fitness or coaching check-ins module
Questions
Do I need a LUCY account?
Yes, a free one. If you do not have one yet, create it from your install link. Your purchase is then switched on in the workspace you choose.
Can I change it?
Yes. A pack is a set of ordinary automation rules. Read them, edit the wording, pause or delete any of them.
Can I get a refund?
Yes, any time before you install it.