Automations are event-driven workflows that run in the background. A trigger fires (a booking is created, a membership expires, a payment fails), the contact is checked against the automation’s entry conditions, and a sequence of steps then runs for that contact: send a message, wait, branch on a condition, add a tag, notify staff.Documentation Index
Fetch the complete documentation index at: https://docs.1club.ai/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Use Marketing → Automations to view, edit, and create automations. The list is split into two sections:- Built-in automations - Seeded by 1club (for example, the booking reminder). You can adjust timing, channels, and entry conditions, but the step structure is fixed.
- Your automations - Custom workflows you build from scratch. Available on the Grow plan.
How an automation runs
- A trigger event happens in the system (for example, a booking is created).
- The contact is matched against the automation’s entry conditions (membership type, tags). If they don’t match, nothing happens.
- A run is created and the first step is scheduled.
- The background worker picks up scheduled steps and executes them in order.
- Each step records its outcome. Failed steps are retried up to three times before being marked failed.
Triggers
Choose one trigger per automation. Triggers are grouped by domain:Bookings
- Booking created - A member books a class or area.
- Booking cancelled - A booking is cancelled (by the member or staff).
- Booking checked in - A member checks in for their booking.
- Booking no-show - A booking is marked as no-show.
- Upcoming booking - Fires before the booking starts. Configure how far in advance (minutes, hours, or days). Used for reminders.
Memberships
- Membership created - A new membership is activated for a contact.
- Membership cancelled - A membership is cancelled.
- Membership expiring - Fires before a membership expires. Configure the advance window.
Payments
- Payment succeeded - A transaction is successfully captured.
- Payment failed - A transaction fails (card declined, insufficient funds, etc.).
Messaging and reviews
- Message received - A contact sends an inbound message.
- Review submitted - A member submits a review.
Contact lifecycle
- Contact created - A new contact is added.
- Contact birthday - Fires on the contact’s birthday.
- Tag added - A tag is added to a contact. Optionally restrict to a specific tag.
- Tag removed - A tag is removed from a contact. Optionally restrict to a specific tag.
Entry conditions
Entry conditions filter who the automation runs for after the trigger fires. Both conditions are optional and combined with AND.- Membership types - Only run for contacts whose active membership matches one of the selected plan types.
- Tags - Only run for contacts who have at least one of the selected tags.
Steps
Drag steps from the palette onto the canvas to build the workflow. Steps run in order, top to bottom, except where a Condition step branches the flow.Send message
Send an email, SMS, push notification, or in-app notification to the contact.- Channels - Pick one or more delivery channels. Email and SMS require the corresponding integration to be configured (see Integrations).
- Content - Either write content inline (subject + body) or bind to a message template. Bound content is snapshotted when you save the automation, so later edits to the template do not change what the automation sends.
Send AI message
Generate the message content with AI at send time, using a rule and tone you provide.- Mode - Auto sends the AI-generated content directly. Draft saves it for staff review in the Messaging inbox before sending.
- Tone - Set the voice of the generated message.
Send review request
Send a post-booking review request with a one-tap link.- Instructor chat bubble - Optionally include a personal message from the instructor in a casual, professional, or motivational tone.
- Frequency limit - Cap how often a single contact receives review requests (for example, at most once every 30 days).
- External review CTA - After a positive in-app rating, optionally surface a Google review link.
Wait
Pause the run for a fixed duration.- Duration - Minutes, hours, or days.
- Anchor - Measure from the trigger event, the booking start, or the booking end (where applicable).
Wait until
Pause until a condition becomes true, with a timeout.- Condition - The check that, when true, lets the run continue.
- Timeout - Maximum wait before the run gives up and ends.
Condition
Branch the workflow. The condition is evaluated and the run follows the Yes path or the No path. Supported checks:- Has tag / Does not have tag
- Has active membership
- Engagement above / Engagement below - Compare the contact’s email open or click rate to a threshold.
- Booked in period - Did the contact book a class in the last N days, hours, or minutes?
Modify contact
Update the contact in place.- Add tag or Remove tag
- Update field - Set a contact field to a new value.
Notify staff
Send an in-app, email, SMS, or push notification to staff.- Recipients - By role (admin, manager, instructor, staff) or to the booking’s assigned instructor.
- Content - Subject and body, with variables for the contact and trigger event.
Built-in automations
Built-in automations cover common needs without setup. One example ship by default:- 24 hours before booking - Reminder via email, push, and in-app.
- The advance window (for time-based triggers).
- The channels used by message steps.
- The entry conditions (membership types, tags).
- Per-club restrictions (apply to all gyms, or only specific ones).
Building a custom automation
- Go to Marketing → Automations.
- Click Add Automation.
- Give it a name and description.
- Select a trigger and configure its options.
- Set entry conditions if you want to limit who the automation runs for.
- Add steps from the palette and configure each one in the right sidebar.
- For each Send message step, choose channels and either write content inline or select a template.
- Click Save.
Testing
Use the Test run action on an automation to dispatch a single run against a contact you choose. The run executes the real steps (real emails, real SMS) so test against yourself or a designated test contact.Limits and behavior
- Steps are executed by a background worker that polls every minute. Expect up to a minute of delay between when a step is scheduled and when it runs.
- A step that errors is retried up to three times before being marked failed. Failed steps stop that branch of the run, but other branches continue.
- Completed runs and processed events are archived after roughly 90 days. Failed runs are kept indefinitely so you can investigate.
- One trigger event creates at most one run per contact per automation.
Related
- Messaging templates - Reusable content you can bind to Send message steps.
- Messaging overview - Inbox, AI drafts, and one-off sends.
- Member list - Tags and segments used in entry conditions and Modify contact steps.
- Integrations - Configure email and SMS providers before using those channels.