Tutorials

Tutorials guide you through a complete outcome. Each published tutorial is reviewed against the current product before it appears here.

Available now

Set up a presale enrollment location — keep a future club’s permanent address intact while configuring a temporary sales office with its own dates, hours, and exceptions.
Turn an SMS reply into a PT Upsell Lead — use your own Demo Gym practice contact to send a one-person SMS, test bounded AI replies, and verify the captured Lead in Identified.
Create a lead pipeline — choose the opportunity type, design stages, assign human or AI ownership, configure goals and stale protections, and validate the full process.
Launch a reactivation campaign — connect a Segment, optional Email Template, Broadcast, publish review, and results in one end-to-end marketing workflow.
Create a marketing journey — choose a starting workflow, configure entry and outcomes, and prepare the Journey for activation.
Create your first Broadcast — create a draft-first Email Broadcast for a small, consented saved Segment.
Create an Email template — build reusable HTML content with personalization, preview modes, and an unsubscribe link.
Create an SMS template — write a concise reusable message and check its live segment and cost estimate.
Create your first segment — build a safe, single-club email audience for a broadcast.
Workspace onboarding — orient yourself, verify your access, and prepare for day-to-day work.

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