Introduction
In this article, you will find the list of Automation events referring to actions made by a Guest or Member. In the table below, the is information on the Tasks, which trigger a given Event, Tokens you can use per a given Notification and Use cases which describe how these Events can be used in practice.
List of Events
| Name | Triggers and Tokens | Use Case |
|---|---|---|
| User level has been changed | Event is triggered automatically. | When the Trainer/Instructor changes the member's level in Levels & Skills, a notification to the member can be sent to inform them of the level upgrade / downgrade. |
| User has visited club | Event is triggered automatically. |
This allows you to send a notification after a user (member or guest) has visited the club.
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| Club visits statistics has been generated |
Event is triggered by task: AutomationCenter.ClubVisitsStatisticsGeneratedTriggerRecurringTask It is triggered each day in the morning, for each user who has recently visited the club.
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Sends a notification to the member or guest with the information on how many times they were in the club last month. |
| User email confirmation has been requested | Event is triggered automatically. It is triggered during the creation of a new user when their e-mail address has been entered into the system via PGM or POSweb by a club employee. | You can send an e-mail notification to a new member or guest, who has been created in PGM or POSweb. It allows them to use the Client Portal on their own, as it includes the token in a form of a code. The code is used to confirm their account creation on the Client Portal. |
| User guest account has been created |
Event is triggered automatically.
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You can send a notification to a guest after their account has been created in the system. |
| User password reset has been requested |
Event is triggered by task: AutomationEventAccountPasswordResetRequested |
In Client Portal and Kiosk, a notification is sent to a user who has requested the password reset. Within this e-mail message, a link will be included enabling them to reset the password. |
| Club entry access code requested |
Event is triggered by task: AutomationEventAccountClubEntryAccessCodeRequested Available tokens for this event:
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In Client Portal and Kiosk, there is an option to reset the user's password. Having clicked it, a user is asked to enter their phone number. If that phone number exists in the system and is assigned to that user, they will receive the SMS notification enabling them to reset the password. |
| User misses payment information |
Event is triggered by task: AutomationCenter.PaymentInformationMissedTriggerRecurringTask. Task ignores Additional Contracts Available tokens for this event:
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Notification is sent to users who have a contract added in Client Portal or Kiosk with payment source Cash when the payment plan requires Credit Card or Direct Debit as a Source. Also, it is sent to users who have not added their payment source when a Product or Contract purchase has been made. Then, their payment source is Cash by default. |
| User account has been updated |
Available tokens for this event:
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Notification is sent to a user after the data in their account has been updated. Note that this will not work for data changes made from PGM. This function was implemented for POS and B2B only. |
| User account has been accepted |
Event is triggered when:
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| User birthday |
Event is triggered by task: AutomationCenter.BirthdayEventTriggerRecurringTask |
Notification is sent to active members with an active contract which means in status Current or Freezed. |
| User card forgotten |
Event is triggered by task: AutomationEventAccountUserCardForgotten |
Notification is sent to a user when trying to assign a temporary card to a user when the reason is Forgotten Card. |
| User has booked class |
Available tokens for this event:
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Notification is sent to a user when the user books a class, i.e. group fitness class. |
| User has attended class |
Available tokens for this event:
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Notification is sent to a user after attending a class, i.e. group fitness class. |
| User has cancelled class |
Available tokens for this event:
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Notification is sent to a user after the user cancels a class, i.e. group fitness class. |
| User has missed classes |
Event is triggered by tasks:
Settings related to the tasks:
Available tokens for this event: This event shares tokens with User has booked class event.
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You can send a notification when a member misses a non-group class. They will receive a notification about the absence.
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| User has been added to a standby list |
Available tokens for this event:
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You can send a notification when a user is added to a waitlist for a class |
| User has been removed from standby list |
Available tokens for this event:
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You can send a notification when a user is removed from a waitlist of a class |
| User has been added to a class from standby list |
Available tokens for this event:
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You can send a notification when a user is promoted from a waitlist to a class |
| Class Bookings has been paid |
Available tokens for this event:
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You can send notifications after class bookings has been paid, together with confirmation of payment. |
| User has booked personal training |
Available tokens for this event:
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You can send a notification when a user books in for a personal training session |
| User enrolled to classes group |
Event is triggered automatically. Available tokens for this event:
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It sends an email confirmation after a member signs up for a group (swimming lessons). It allows to include PDF with contract agreement. |
| User transferred to classes group |
Event is triggered automatically. Available tokens for this event:
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It sends a notification when a user is transferred between class groups. |
| Corporate account has been created |
Event is triggered automatically. Available tokens for this event:
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It sends a notification after corporate account creation. It is sending email with the account creation confirmation. |
| Corporate password reset has been requested |
Event is triggered by task: AutomationEventCorporatePasswordResetRequested Available tokens for this event:
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Notification sends a reset password link after a corporate account has been created. |
| User booked facility |
Available tokens for this event:
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Notification is sent to a user when they book a facility, f.e. badminton court) |
| User cancelled facility |
Available tokens for this event:
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Notification is sent to users when they cancel a facility booking, f.e. badminton court. |
| Facility booking reminder |
Available tokens for this event:
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Notification is sent to users to remind them of an upcoming booking in a facility, f.e. a badminton court. |
| Medical certificate ended |
Event is triggered manually or automatically by the system. Available tokens for this event:
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A notification is sent to the user about the expiration of the medical certificate, f.e. Medical certificate ended. To enable Medical certificate events set AutomationCenter.Notifications.NotificationActionsVisibility.EnableMedicalCertificationAutomationEvents setting value to true |
| Referral has been registered |
Event is triggered automatically after the referral voucher is used. Available tokens for this event:
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When a company is using referral vouchers and web-to-lead forms. |
| CRM meeting reminder for user |
Event is triggered automatically. Available tokens for this event:
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Meeting reminder for lead/user. |
| CRM meeting reminder for employee |
Event is triggered automatically.
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Meeting reminder for employees. |
| CRM lead created |
Event is triggered after lead creation by this task: AutomationEventCrmLeadCreated Available tokens for this event:
Notofication recipients:
This option is available starting from the R.93 system version. |
If no Consultant email is added to the system, the notification will be sent to the club's address. |
| User blocked from booking classes |
It can be enabled manually or automatically by the system. Available tokens for this event:
Settings connected to this event:
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Event is triggered when a User gets a new booking creation lock.
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| User has missed group's class |
Settings connected to this event:
Only not deleted/not cancelled classes which required reservation are counted. Available tokens for this event:
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When a member misses a group class, they will receive a notification about their absence. Notifications can contain information about classes left before the booking block. |
| User prepaid balance has changed |
Event is triggered automatically when the prepaid balance was topped up, or when the prepaid balance has been paid for any part of the transaction. Available tokens for this event:
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When a transaction changed the prepaid balance that means the prepaid was topped up or the user paid the transaction by prepaid. |
| User product has been used |
Event is triggered by task:
Available tags for this event:
The PRODUCT_EXPIRY_DATE tag is available starting from version R.92. |
The event is triggered when a product with a Store state setting is deducted from the user's profile. |
| Single class booking pre reservation created |
Event is triggered automatically. Available tokens for this event:
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This event is triggered after creating a single class pre reservation for the user. |
| Single class booking pre reservation cancelled |
Event is triggered automatically. Available tokens for this event: Has the same tokens as the Single class booking pre reservation created event
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This event is triggered when a user's single class pre reservation is canceled. |
| Single class booking pre reservation paid too late |
Event is triggered automatically. Has the same tokens as the Single class booking pre reservation created event |
This event is triggered in case of late payment for the single class pre reservation. It may occur, for example, if the pre reservation payment is processed too late or the payment process is started too late. |
| Personal training booking pre reservation created |
Event is triggered automatically. Available tokens for this event:
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This event is triggered after creating a personal training pre reservation for the user. |
| Personal training booking pre reservation cancelled |
Event is triggered automatically. Available tokens for this event: Has the same tokens as the Personal training booking pre reservation created event
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This event is triggered when a user's personal training pre reservation is canceled. |
| Personal training booking pre reservation paid too late |
Event is triggered automatically. Available tokens for this event: Has the same tokens as the Personal training booking pre reservation created event |
This event is triggered in case of late payment for the personal training pre reservation. It may occur, for example, if the pre reservation payment is processed too late or the payment process is started too late. |
| Facility booking pre reservation created |
Event is triggered automatically. Available tokens for this event:
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This event is triggered after creating a facility booking pre reservation for the user. |
| Facility booking pre reservation cancelled |
Event is triggered automatically. Available tokens for this event: Has the same tokens as the Facility booking pre reservation created event
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This event is triggered when a user's facility booking pre reservation is canceled. |
| Facility booking has been paid |
Available tokens for this event:
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This event is triggered when a user pays for the facility booking. |
| User cancelled facility |
Available tokens for this event:
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This event is triggered when a user's facility booking is canceled. |
| Facility Booking Cancelled After User Paid |
Available tokens for this event:
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Event is triggered when a paid facility booking is cancelled. This event will allow us to communicate to our members clearly about the product being returned to their account and how to redeem for future bookings. |
| Facility booking pre reservation paid too late |
Event is triggered automatically. Has the same tokens as the Facility booking pre reservation created event |
This event is triggered in case of late payment for the facility booking pre reservation. It may occur, for example, if the pre reservation payment is processed too late or the payment process is started too late.
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| The user has been transferred to the group | Event is triggered automatically. | This event is triggered when transferring user between groups |
| A user got a new tag added (User Tag added) | Event is triggered automatically. | This event is triggered once a user got a user tag added . |