September 2026 — Your automations now know who’s new, who bought, and what time it is.
Three automations got more precise about who they message and when. Member Onboarding greets first-time members only, Intro Expired stops the moment a client buys, and anything that comes due during quiet hours waits for your send window. Below is the full guide to when each automation sends.
The big rocks
Member Onboarding greets first-time members only
AutomationsMember Onboarding reads each client’s full membership history before it enrolls anyone. A client whose first contract bundles several membership options is welcomed as the new member they are, and a renewal from a long-time member never starts the sequence. Your welcome series reaches the people it was written for.
Intro Expired stops the moment a client buys
AutomationsAny completed purchase ends a client’s Intro Expired sequence and cancels every message still queued for them. Memberships, class packs, drop-ins, intro offers, and retail all count, so a client who just bought from you stops getting nudges to come back.
Messages due overnight wait for morning
AutomationsWhen an automated message comes due outside your send window, it holds and goes out as soon as your next window opens, measured in your location’s own time zone. A text that comes due at midnight arrives the next morning, while your team is on hand to answer.
When each automation sends
- Intro Expiring, Intro Expired, and No First Trial Booking follow up with trial clients inside your window.
- Member Onboarding welcomes new members inside your window.
- Win Back, At Risk, and Birthday reach your existing clients inside your window.
- Lead Nurturing and Booking Confirmation follow-ups wait for your window after their first message.
- Lead Nurturing’s first message goes out the moment a lead comes in, whether it is a text, an email, or an AI voice call, so they hear from you while they are still interested.
- The instant booking confirmation sends the second a client books, so their confirmation is in hand right away.
- Online Purchase thanks a client right after their first purchase.
- Visit Milestone sends 30 minutes after the class ends.
- Missed First Class and No-Show run on their own built-in timing.
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