Yes. They are built around triggers, optional conditions, and actions so your team stays in control.
Automations
Your business, running in the background.
Welcome sequences. Session reminders. Re-engagement. Credit-expiration alerts. CoachIQ runs the plays you'd otherwise forget.
The problem
The work between sessions is where the business lives.
Trial follow-up slips
Some of those leads were warm. They just never got the next message.
Credits expire quietly
Athletes miss their window and your retention opportunity disappears with it.
Memberships lapse
Recurring revenue you already earned walks out without a renewal nudge.
No-shows go unflagged
Policy is hard to enforce when the system isn't tracking who needs attention.
Automation logic
Trigger. Conditions. Action.
Every workflow is a simple recipe: something happens, CoachIQ checks who it applies to, then it runs the next step.
Trigger
A booking, purchase, form submission, cancellation, tag change, scheduled check, or session event starts the workflow.
Conditions
Filter by tags, roles, product history, timing, or the audience that should receive the action.
Action
Send a message, add a tag, grant credits, book a session, or send the event to another tool.
Moments
Built around the moments that matter.
Automations are most useful when they attach to real behavior: purchases, bookings, forms, cancellations, completions, and re-engagement windows.
New booking
Send reminders, prep notes, or follow-up after the session.
New purchase
Welcome a member, grant access, or explain what happens next.
Form submission
Tag the lead, send a response, and nudge them toward booking.
Scheduled check
Find inactive clients, expiring credits, or members who need a reminder.
Cancellation
Send policy messaging or offer the next best booking path.
External webhook
Push important events to the tools your operation already uses.
Playbooks
Five workflows every coaching business should have.
Start with the playbooks that protect revenue and client experience, then refine from there.
Trial to paid
Welcome message, booking link, and follow-up if no session is booked.
New member welcome
Portal walkthrough, expectations, and a first-week check-in.
Win-back
Re-engage clients who have not booked in a set window.
Credit expiration
Remind athletes before credits expire instead of after.
No-show flag
Tag attendance issues and send the right next message.
Automation questions, answered.
Yes. Automations can send SMS where appropriate, including short reminders and follow-ups.
Yes. Scheduled checks can run daily, weekly, or monthly against the audience you define.
Yes. Webhooks can send events to external systems that accept them.
Ready when you are
Set the playbook once. Run it forever.
See how CoachIQ connects this workflow to your website, scheduling, payments, messaging, and client records.
