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Smart Buttons are customizable, one-tap actions that appear in the Wodify Client App and enable clients, employees, or leads to trigger automated workflows. Whether it's unlocking a facility door, upgrading a membership, or submitting a feedback request — Smart Buttons empower you to offer a personalized, streamlined experience.

This guide walks you through setting up Smart Buttons in Wodify, including how to link them to workflow automations using the new trigger: “Smart Button Request Created.”

1. What Are Smart Buttons?
2. Step-by-Step Setup
3. Tips & Best Practices
4. Additional Use Cases
5. Frequently Asked Questions

What Are Smart Buttons?

Smart Buttons are admin-configured buttons that can be placed directly in the Wodify Client App or employee interface. When tapped, they instantly trigger a connected Wodify Workflow — allowing for automations like:

• Opening specific doors (e.g., front or back)
• Starting a membership upgrade process
• Enabling self-service membership holds
• Collecting client feedback
• Triggering third-party APIs (e.g., Sonos or Spotify)

Tip: One use case example would be Door Access Automation.
Want to offer 24-hour gym access? Smart Buttons can enable clients to unlock facility doors through the app — no need for external systems! 

Step-by-Step Setup

1. Adding a Smart Button

• Navigate to Automations > Smart Buttons in Wodify Core.
• Hit Create Page; This will allow you to name your page (ie. Door Access) and add a short description for internal context. 
• Hit Add Button to continue; This will prompt you to provide an action name (ie. Unlock Front Door) and an option description for your members.
• Select the Workflow Recipe that should trigger when the button is pressed; This can be an existing recipe, or a new one can be built using the Automations Builder shortcut on the page.
• Hit Save to finalize the setup.

2. Add Custom Inputs (Optional)

• If you want to set up a Custom Input, hit the Custom Input option during the page setup.
• Once this is selected, you can collect additional info from users before triggering the workflow, such as:
  • Dropdown selections (e.g., Front Door vs. Back Door)
  • Text fields (e.g., PIN entry)
  • Multiple-choice options
• These inputs pass directly to the Workflow when added, and act as a key in order to trigger the automation.

3. Deploy the Page to the App

• Navigate to Web & Mobile > Mobile App Settings in Core.
• Under Client App Navigation, choose a slot to get started (bottom tab or side menu)
• Select Add Smart Button Page from the options.
• Choose the page you created (e.g., “Door Access”) and click Save; This will add the button into the mobile app on your device for access! 

Note: Check out our Mobile App Custom Navigation article for more information on how you can personalize your Wodify app experience for members. 

Tips & Best Practices

1. Name clearly: Use action-oriented names (e.g., “Request Hold,” not just “Hold”).
2. Test workflows: Ensure each workflow functions correctly before publishing.
3. Custom Inputs: Use these to create tailored logic per button.
4. Security: For facility access, validate permissions and PINs in the workflow.

Additional Use Cases

1. Membership Upgrades: Let clients initiate changes to their plans.
2. Click-to-Cancel Compliance: Offer a compliant self-cancellation option.
3. Class Sound System: (Experimental) Trigger music playlists via Spotify API.
4. Client Feedback Collection: Add a form-style button for post-class surveys.

FAQs

Can I add multiple buttons to one page?
Yes, you can add as many Smart Buttons as needed to a single page. Each can trigger a different workflow or collect unique inputs! 

Can I control who sees a Smart Button page?
Absolutely; You can restrict visibility of the entire Smart Button page to just employees and coaches, or use segment filters to get even more granular — for example, only showing the page to clients on a specific membership or with a certain attendance history.

If you need any additional assistance with Setting Up Smart Buttons, feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account (Grow and Promote only).