Building in the Editor
Starting from a template
Instead of building a workflow from a blank canvas, you can start from a pre-built template. Templates are pre-configured workflows for common scenarios — the trigger and steps are already filled in, and you can tweak them to fit your school.
When you click New Workflow, you’ll see a template picker before the blank-canvas option:
Browse templates by category (Members, Communication, Finance, Automation), or search by name.
Click a template to select it. Its name and record type are filled in automatically.
Click Create to open the editor with the template’s trigger and steps already in place, ready to review and adjust.
Templates currently available include:
Template
Category
What it does
Welcome New Member
Members
Adds a welcome note whenever a new member is created
Birthday Reminder Note
Members
Birthday-themed note using the stored full birth date, not an annual reminder
Promote to Next Level
Members
Manual workflow — select a membership and promote it to the next belt or level
New Member — Lead vs. Full Member
Members
When a member is created, adds a follow-up note for leads or a welcome note for full members
Weekly New Lead Follow-Up
Communication
Every Monday, adds a follow-up note to every new lead that hasn’t been contacted yet
Open Overdue Invoice
Finance
One day after an invoice is due, automatically opens it for collection
Cancel No-Show Bookings
Automation
Manual workflow — select bookings and cancel them in bulk for no-shows
Mark Class Attendance
Automation
Manual workflow — mark selected bookings as attended in bulk
A template is a starting point. Creating it saves a draft, not a live workflow. Review the
trigger and every step, then save and publish only when ready.
The Birthday Reminder Note preset selects Birthday, but date-field triggers use the full
stored date, including its year. Do not publish it expecting yearly birthday notes.

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