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Create a task chain

Task chains are built as reusable templates by gym owners or trainers with the appropriate permissions.

Once created, trainers can assign task chains to members in the Trainer App.

  1. In the Business Suite, go to EGYM > Trainer App and click Task chains.

  2. Click Create Task Chain.

    Create_Task_Chain.png
  3. Give the task chain a title, such as “Onboarding New Members."

    Create_task_chain_flow.png
  4. Select a trigger for the first task:

    • Immediate: The task starts upon assignment to a member.

    • Scheduled: The task appears after a certain number of Check-ins, Minutes, Days, or Weeks, depending what you select.

      Note

      • With Member Management Software (MMS): Check-ins count when members enter the gym via their access method.

      • Without Member Management Software (MMS): Check-ins count when members scan their login method on the gym floor equipment.

  5. Add the first task description, such as “Warm welcome & introduce to gym app.”

  6. Add the next task and set its trigger relative to the previous task (e.g., "2 weeks after Task 1 activates").

  7. Continue adding tasks for your entire workflow. Once done, click Save Chain.

    Edit_task_chain.png