1. Create a subscription plan or one-time payment product
Once you have completed all the necessary fields, go to the Automations section and click on Configure. This will allow you to access the available automation options, which you can customize and activate according to your needs.
2. Select Automations
In this section, you will find various automation options that you can use based on your requirements.
Welcome message via chat: Send an automatic message upon entry to thank the customer for their purchase or provide relevant service information.
Tag assignment: Classify customers with specific tags and activate personalized automations for each group.
Assignment of professionals/collaborators: Automatically assign a professional or collaborator to assist each customer.
Add forms: Integrate customized forms to collect additional customer information.
Program assignment: Automatically assign the program content you have created and set the start date. We recommend setting it for the same day of the purchase to avoid forgetting the program assignment later.
Nutritional plan assignment: Automatically provide customers with personalized nutritional plans.
Limit chat messages: Set a maximum number of messages customers can send. Use -1 to disable this restriction.
Define service type: Select between nutrition or physical activity services according to the customer's needs.
Automatic client archiving: Set up automatic client archiving after a specific period following their purchase (only for one-time payment products).
To create subscription plans or one-Time payment products your account must be set up with Stripe. Due to Stripe's limitations, not all countries are eligible to create an account with them. Stripe International Availability
