A journey template is a reusable coaching plan. It puts your other templates in a fixed order, so that a member gets the right thing at the right time.

A journey template joins four kinds of templates that you already know:

Each part of the journey is a stage. A stage starts on a fixed day after the journey starts. A stage can also wait for a gate, which is a condition that must be true first. For example, the training program can wait until the member completes the intake form.

You build a template one time and use it for many members. When you apply it to a member, the system makes a journey assignment (the member's own copy of the journey). The system then starts each stage on its day and makes the real program, plan, habit program or onboarding for the member.

Journey templates belong to your chain. All coaches in the same chain see the same library.

A template has two parts: the details, which describe the journey, and the stages, which do the work.

Each stage starts one item for the member. A stage has these fields:

Two rules apply to stages:

The order of stages in the editor is for display only. The start day and the gate control when a stage really starts. Two stages can start on the same day, for example a program and a nutrition plan on day 0.

Before you start, make sure that each template you want to use in a stage exists and is published. The stage picker shows only published templates. If one is missing, the "Create new" button beside the picker opens the right editor in a new tab.

If the form shows "Fix before saving", read the message. It names the stage with the problem, for example "Stage 2 needs a template."

Use the language tabs at the top of the form to translate the name, description, category and stage names. Leave a field empty to show the base text in that language.

A template has three statuses. Only a published template can be applied to a member.

Other actions in the list menu:

You assign a journey by applying a published template to a member's coaching engagement. A coaching engagement is the coaching relationship between you and the member. The system makes it when a personal-training membership gets a trainer.

The Apply journey dialog has four fields:

The start date changes what happens when you click Apply:

When a stage starts, the member gets the real item. For example, a nutrition plan stage makes a nutrition plan for the member, and the member gets the usual "plan assigned" notification.

If one stage cannot start during apply, the system cancels the whole apply. Nothing is saved, and the dialog shows "Could not apply journey".

A gate makes a stage wait for a condition. A stage with a gate starts only when both are true: its start day arrived, and its gate is met. In the stage editor, the gate is the "Wait for" field.

The system checks gates at three times:

A stage with the baseline metrics gate can wait up to one day after the member records the metrics, because no event triggers a check.

On the journey card, a waiting stage shows "Gate blocked" with a reason:

Owners and Box Managers can override gates in two ways:

A coach without these roles can use Activate now only on a stage that has no gate.

A journey results in real items for the member, and it ends as Completed when every stage is Completed or Skipped.

These are normal items. You see and edit them in the member's usual program, nutrition and habit views.

Each stage of a journey has one of four statuses:

A stage completes on its own when its item completes. You do not mark the stage itself. For example, when you set a nutrition plan to Completed, its stage becomes Completed. Then the system checks the other waiting stages in the journey at once.

A journey has two statuses, Active and Completed. It becomes Completed when no stage is Pending or Active. After that, you can apply a new journey to the member.

The journey card in the engagement has these actions:

Skip stage does not stop an item that already exists. If you skip an Active nutrition stage, the nutrition plan keeps running. End the plan in the nutrition view if the member must stop it.

Each action, and each automatic change, adds an event to the engagement history. Examples are "Applied journey", "Stage activated" and "Stage skipped".

If members have a running journey from a template, do not edit and save that template. Clone it instead.

Each save replaces all stages of the template. The waiting stages in members' journeys then lose the link to their template stage. They stay Pending with the reason source template stage missing.

To change a template that is in use, do these steps:

Members on the old template keep their journey. New members get the new one. If a member already has a stuck stage, skip it and assign the item by hand in the program, nutrition or habit view.

This example shows a 12-week strength journey that uses all four kinds of stages:

In this example, the member fills in the intake on day 0. The program starts when the intake is complete. The nutrition plan waits for day 7 and for your review. The habit program waits for day 14 and for a weight and a height.