How to Build Smart Workflows in NexusGyms

Workflows are automated sequences that trigger when something happens — like a missed session or a new client signup. You define the logic once, and NexusGyms runs it for you.

• New client welcome flow
  
• Payment reminder 24h after due
  
• No-show follow-up after missed session
  
• Re-engagement message after 30 days inactivity
  
• Upsell flow for long-term clients
  

• Go to the Workflows tab
  
• Click New Workflow
  
• Choose a Trigger:
  
  • “Client Added”
    
  • “Session Missed”
    
  • “No activity for X days”
    
  • “Payment not received”

• Choose an Action:
  
  • Send message
    
  • Add tag
    
  • Notify you
    
• Save and activate the workflow

• Don’t overcomplicate — 1–2 steps is often enough
  
• Use message templates to stay consistent
  
• Add delays (e.g. 24h) to avoid spammy timing
  
• Review workflows monthly to optimize performance

Use a test client to simulate actions. You’ll see the workflow history under their profile to verify each step was triggered as expected.

• Lead Conversion Flow: DM form fill → message → follow-up after 2 days
  
• Win-Back Flow: No activity for 30 days → reminder message → tag as cold lead
  
• Session Pack Upsell: After 10 sessions completed → send upgrade offer