How to set up Automations

Walkthrough of how to set up automations

The Automations feature allows you to automatically send messages and notifications based on specific client actions inside the app.

You can set up automations to:

• Send push notifications to clients
• Automatically message clients when they complete or skip something
• Trigger reminders for workouts, habits, check-ins, or forms
• Send internal notifications to you as the coach

This helps you stay proactive, increase engagement, and reduce manual follow-up — while creating a better coaching experience for your clients.

Let’s walk through how to set automations up.

How to Access Automations (Mobile & Desktop)

1. Open CoreCoach

2. Click the hamburger menu in the bottom right-hand corner

3. Scroll down

4. Select Automations

You will now see the full Automations dashboard.

Automation Categories

Inside Automations, triggers are organised into the following categories:

• Account
• Check-ins & Body
• Engagement
• Forms
• Habits
• Milestones
• Nutrition
• Training

Each category contains different automation triggers you can activate.

Example: Client Skipping a workout

Let’s walk through an example using a Training automation.

Step 1: Select a Category

1. Click into Training

2. Select Workout Skip

Step 2: Enable the Automation

1. Toggle the automation On

2. This activates the trigger

Step 3: Set the Timing

Choose when the automation should fire:

• Immediate
• After 1 hour
• After 2 hours
• After 4 hours
• End of day
• Next morning

Select the timing that best suits your workflow.

Step 4: Choose Who Gets Notified

You can notify:

• Yourself (Coach)
• Your Client
• Both

To send push notifications:

1. Toggle on Send Push Notification (Coach)

2. Toggle on Send Push Notification (Client)

Step 5: Customise the Message

If notifying the client, you can edit the push notification message.

This message will automatically send when the trigger condition is met.

Make sure the message is clear, supportive, and aligned with your coaching style.

Saving Your Automation

There is no save button.

Once everything is toggled on and configured, it will auto-save.

You can simply close the screen.

If the toggle is enabled, the automation is active.

You’re Done

Your automation is now live.

CoreCoach will automatically monitor the trigger and send notifications based on your selected timing and settings.

No manual follow-up required.