Pre-built Workflows save you hours of setup, but some won't work until you complete a few quick tasks. Use this guide to check what each recipe needs before you turn it on, so your workflow runs right the first time.

Note: To install a recipe, you must first install the bundle it lives in.

Jump to a specific bundle:

• Lead Nurture
• Client Nurture
• Attendance Milestones
• Membership Management 
• Google Review Booster
• Workflow Buttons
• Daily Brief
• Weekly Streaks
• Client Progressions
• Performance Results
• Invoice Enforcement
• Facility Access
• Starter Pack
• Wodify Sites

How to Install Any Bundle

To install a recipe, you must first install a bundle. Bundles are collections of similar recipes. You don't need to turn on all recipes in a bundle, but you must first install the bundle to activate a recipe.

1. Go to Automations > Workflow Builder
2. Click on the Wodify Library tab in the top navigation
3. Install the bundle where your recipe lives. If you're unsure, check out the Wodify Recipe Index. Note: installing a bundle can take up to five minutes.
4. Once it says Up to Date under the Actions column next to your bundle, click on the Workflow Builder tab in the top navigation.
5. Find your location in the side navigation of the Workflow Builder and click into your location.
6. Click on the Wodify Bundles folder
7. Click into the business type folder of the bundle you just installed (ex: Jiu Jitsu, Functional Fitness)
8. Click into the bundle you just installed
9. Click the Recipes folder
10. Click the three dots next to the recipe you want to activate
11. Click Clone
12. You will be asked, "Where do you want to save your copy?" Make sure to choose the same folder, which is labeled Recipes
13. Click Clone
14. In the top navigation, click back into the folder you were just in (Recipes), and you'll see the copied recipe. It will have the name Copy of (Recipe Name)
15. Move this to the My Bundles folder on the left navigation by dragging and dropping
16. Rename it (Your Business) - (Recipe Name)
17. Follow the steps below to activate your specific recipe

Lead Nurture

To turn on No Show Flow - Intro Class

1. Go to Step 12: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
2. Go to Step 15: Create Task: Trial Class No Show Call 1
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
3. Go to Step 16: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
4. Go to Step 26: Create Task: Free Intro No Show Call 2
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
5.  Go to Step 33: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
6. Go to Step 36: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
7. Go to Step 46: Create Task: Disposition Trial No Show
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
8. Click Save
9. Click Exit
10. Click Start Recipe

To turn on No Show Flow - Intro Appointment

1. Go to Step 12: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
2. Go to Step 15: Create Task: Trial Class No Show Call 1
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
3. Go to Step 16: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
4. Go to Step 25: Create Task: Free Intro No Show Call 2
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
5.  Go to Step 32: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
6. Go to Step 35: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
7. Go to Step 44: Create Task: Disposition Trial No Show
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
8. Click Save
9. Click Exit
10. Click Start Recipe

To turn on Lead Launchpad - Intro Appointment Prep

1. Go to Step 9: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
2. Go to Step 13: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
3. Go to Step 14: Create Task: Confirm free intro
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
4. Go to Step 33: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
5. Go to Step 35: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
6. Go to Step 42: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
7. Go to Step 44: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
8. Go to Step 57: Create Task: Verify Trial Appointment Status
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
9. Go to Step 58: Create Task: Reach out to lead if no-showed
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
10. Click Save
11. Click Exit
12. Click Start Recipe

To turn on Lead Launchpad - Intro Class Prep

1. Go to Step 8: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
2. Go to Step 10: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
3. Go to Step 29: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
4. Go to Step 31: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
5. Go to Step 40: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
6. Go to Step 43: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
7. Go to Step 44: Create Task: Prep for Upcoming Trial
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
8. Click Save
9. Click Exit
10. Click Start Recipe

To turn on Lead Launchpad - Created from SMS

1. Go to Step 8: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
2. Go to Step 11: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
3. Go to Step 12: Create Task: Attempt 1 Call New Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
4. Go to Step 22: Create Task: Attempt 2 Call New Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
5. Go to Step 32: Create Task: Attempt 3 Call New Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
6. Go to Step 42: Create Task: Attempt 3 Call New Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
7. Go to Step 49: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
8. Go to Step 51: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
9. Go to Step 60: Create Task: Disposition Contacted Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
10. Click Save
11. Click Exit
12. Click Start Recipe

To turn on Lead Launchpad

1. Go to Step 18: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
2. Go to Step 22: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
3. Go to Step 23: Create Task: Attempt 1 Call New Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
4. Go to Step 33: Create Task: Attempt 2 Call New Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
5. Go to Step 43: Create Task: Attempt 3 Call New Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
6. Go to Step 53: Create Task: Final Attempt Call New Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
7. Go to Step 60: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
8. Go to Step 62: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
9. Go to Step 60: Create Task: Disposition Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
10. Click Save
11. Click Exit
12. Click Start Recipe

To turn on Lead Conversion Catalyst

1. Go to Step 11: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
2. Go to Step 13: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
3. Go to Step 20: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
4. Go to Step 22: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
5. Go to Step 43: Create Task: 4 Month Cold Lead Follow Up
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
6. Click Save
7. Click Exit
8. Click Start Recipe

To turn on Beyond the Trial Class Membership Offer

1. Go to Step 12: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
2. Go to Step 15: Create Task: Trail Class Attended Call 1
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
3. Go to Step 16: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
4. Go to Step 26: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
5. Go to Step 28: Create Task: Trial Class Attended Call 2
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
6. Go to Step 29: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
7. Go to Step 39: Create Task: Trial Classes Attended Call 3
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
8. Go to Step 46: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
9. Go to Step 48: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
10. Go to Step 58: Create Task: Disposition Trial Lead
    • Click into the step
    • On the right navigation, under Assignee Type:
      • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
11. Click Save
12. Click Exit
13. Click Start Recipe

To turn on Beyond the Trial Appointment Membership Offer

1. Go to Step 13: Create Task: Free Intro Call 1
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
2. Go to Step 23: Create Task: Free Intro Call 2
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
3. Go to Step 33: Create Task: Free Intro Call 3
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
4. Go to Step 40: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
5. Go to Step 42: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
6. Go to Step 52: Create Task: Disposition Free Intro Lead
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
7. Click Save
8. Click Exit
9. Click Start Recipe

Client Nurture

To turn on 30 Day On-Ramp Nurture - Client Updated

1. Go to Step 49: Create Task: Week 3 On-Ramp Client Check-In 
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
2. Go to Step 62: Create Task: 30 Day On-Ramp Goal Review
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
3. Go to Step 63: Create Task: Disposition Client On-Ramp Status
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
4. Click Save
5. Click Exit
6. Click Start Recipe

To turn on 30 Day On-Ramp Nurture - Client Created

1. Go to Step 49: Create Task: Week 3 On-Ramp Client Check-In 
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
2. Go to Step 62: Create Task: 30 Day On-Ramp Goal Review
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
3. Go to Step 63: Create Task: Disposition Client On-Ramp Status
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
4. Click Save
5. Click Exit
6. Click Start Recipe

To turn on 30 Day On-Ramp Nurture - Client Updated

1. Go to Step 9: Create Task: Update Lost Client Notes
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
2. Go to Step 19: Create Task: 30 Day Lost Client Re-engagement
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
3. Go to Step 28: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
4. Go to Step 30: Create Task: 60 Day Lost Client Re-engagement
   1. Click into the step
   2. On the right navigation, under Assignee Type:
      • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
5. Go to Step 31: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
6. Go to Step 38: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
7. Go to Step 40: Send SMS
   • Choose which phone number you want to send a message from, OR click the three dots next to the action to skip the action
8. Go to Step 78: Create Task: Lost Client Re-engagement Promotion
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
9. Go to Step 104: Create Task: Final Attempt Lost Client Re-engagement
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
10. Click Save
11. Click Exit
12. Click Start Recipe

To turn on Return and Retain

1. Go to Step 12: Create Task: Welcome Back Check In for Returning Client 
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
2.  Go to Step 30: Create Task: Reactivated Client 30 Day Goal Review
   •  Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
3. Go to Step 48: Create Task: Reactivated Client 60 Day Goal Review
   1.  Click into the step
   2. On the right navigation, under Assignee Type:
      1. Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      2. Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
4. Go to Step 66: Create Task: Reactivated Client 90 Day Goal Review
   1.  Click into the step
   2. On the right navigation, under Assignee Type:
      1. Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      2. Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
5. Click Save
6. Click Exit
7. Click Start Recipe

To turn on Reminders for Missed Class Sign-Ins 

1. Click into the recipe
2. Click Start Recipe

To turn on Monthly Recap

1. Click into the recipe
2. Click Start Recipe

To turn on Membership Momentum - First 60 Days

1. Go to Step 13: Create Task: Create Task Post-Ramp Client Check-In
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
2.  Go to Step 41: Create Task: 30 Day Post On-Ramp Goal Review
   •  Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
3. Go to Step 68: Create Task: 60 Day Post On-Ramp Goal Review
   •  Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
4. Click Save
5. Click Exit
6. Click Start Recipe

To turn on Membership Momentum - First 90 Days

1. Go to Step 33: Create Task: New Client Check In 1
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
2.  Go to Step 44: Create Task: New Client Check In 2
   •  Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
3. Go to Step 56: Create Task: New Client Check In 3
   •  Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
4. Go to Step 77: Create Task: 30 Day Goal Review
   •  Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
5. Go to Step 106: Create Task: 60 Day Goal Review
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
6. Go to Step 135: Create Task: 90 Day Goal Review
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
7. Click Save
8. Click Exit
9. Click Start Recipe

To turn on Client without recent sign-ins in 14 days 

1. Go to Step 12: Create Task: Days Since Last Attendance
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
2. Click Save
3. Click Exit
4. Click Start Recipe

To turn on Client Added to Retain

1. Go to Step 7: Create Task: Client is "At Risk" via Wodify Retain
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
2. Click Save
3. Click Exit
4. Click Start Recipe

To turn on Client Removed from Retain

1. Click into the recipe
2. Click Start Recipe

To turn on Client Appointment Booking Reminders

1. Click into the recipe
2. Click Start Recipe

To turn on 30 Day Check-In & Request Review

1. Go to Step 12: Create Task: New Client Review Request
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
2. Click Save
3. Click Exit
4. Click Start Recipe

Attendance Milestones

To turn on 75 Classes attended - request a review

1. Under the top navigation in the Workflow Builder, go to Environment Properties and make sure your Google Review Link is under google_review_url 
2. You can find your link under your Google My Business Page 
3. Once this is set up:
   • Click into the recipe
   • Click Start Recipe

To turn on 150 Classes attended - request a referral

1. Click into the recipe
2. Click Start Recipe

To turn on 500 Classes attended - request a testimonial

1. Click into the recipe
2. Click Start Recipe

To turn on 25 appointments attended - request a review

1. Under the top navigation in the Workflow Builder, go to Environment Properties and make sure your Google Review Link is under google_review_url 
2. You can find your link under your Google My Business Page 
3. Once this is set up:
   • Click into the recipe
   • Click Start Recipe

To turn on 75 Appointments attended - request a referral

1. Click into the recipe
2. Click Start Recipe

To turn on 150 Appointments attended - request a testimonial

1. Click into the recipe
2. Click Start Recipe

Membership Management

To turn on Hold Ending Notice

1. Click into the recipe
2. Click Start Recipe

To turn on Membership Renewal Notice

1. Click into the recipe
2. Click Start Recipe

To turn on Time-based Class Pack Renewal

1. Click into the recipe
2. Click Start Recipe

To turn on Membership Welcome Series

1. In the trigger, enter the name of the membership you wish to trigger the workflow
2. Go to Step 12: Create Task: Membership Welcome Call
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
3. Click Save
4. Click Exit
5. Click Start Recipe

Google Review Booster

To turn on the Drop-In Signed In Ask For Google Review

1. Under the top navigation in the Workflow Builder, go to Environment Properties and make sure your Google Review Link is under google_review_url 
2. You can find your link under your Google My Business Page 
3. Once this is set up:
   • Click into the recipe
   • Click Start Recipe

To turn on the Class Milestone Google Review Ask

1. Select the location you want this recipe to run in the trigger 
2. Under the top navigation in the Workflow Builder, go to Environment Properties and make sure your Google Review Link is under google_review_url 
3. You can find your link under your Google My Business Page 
4. Once this is set up:
   • Click into the recipe
   • Click Start Recipe

Workflow Buttons

To turn on any Workflow Button recipe, you must first turn on a Workflow button. Check out these resources on launching a workflow button.

To turn on the Upgrade Membership Request Notify Admin

1. In the trigger, select the Workflow Button you created 
2. In Step 9: Create Task: Membership Upgrade Request
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
3. In Step 10: Send In-App Chat, under Send from Location, pick which location you want the chat to come from
4. Click Save
5. Click Exit
6. Click Start Recipe

To turn on the Submit Feedback to Gym

1. In the trigger, select the Workflow Button you created 
2. In Step 6: Add a new row in a sheet in Google Sheets
   • Click +New Connection 
   • Connect your Google Sheets account to Wodify
3. In Step 7: Create Task
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
4. Click Save
5. Click Exit
6. Click Start Recipe

To turn on Schedule Membership Upgrade

1. In the trigger, select the Workflow Button you created 
2. In Step 28: Membership Upgrade Attempted
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
3. In Step 40: Membership Upgrade Attempted
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
4. In Step 48: Membership Upgrade Attempted
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
5. In Step 59: Membership Upgrade Attempted
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
6. In Step 67: Membership Upgrade Attempted
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
7. In Step 75: Membership Upgrade Attempted
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
8. In Step 76: Send In App Chat
   • Select which you location you want the in-app chat to come from under the Send From Location field
9. In Step 80: Membership Upgrade Failed
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
10. Click Save
11. Click Exit
12. Click Start Recipe

To turn on Opt into Progression

1. In the trigger, select the Workflow Button you created 
2. Click Save
3. Click Exit
4. Click Start Recipe

To turn on Click to Cancel Memberships

1. In the trigger, select the Workflow Button you created 
2. In Step 27: Create Task: Cancellation Request Submitted
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
3.  In Step 36: Create Task: Cancellation Request Submitted
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
4. In Step 39: Create Task: Cancellation Form Filled Out
   1. Click into the step
   2. On the right navigation, under Assignee Type:
      1. Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      2. Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
5. In Step 40: Create Task: Cancellation Request, Membership Still on Profile
   1. Click into the step
   2. On the right navigation, under Assignee Type:
      1. Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      2. Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
6. Click Save
7. Click Exit
8. Click Start Recipe

To turn on Click to Cancel Account

1. In the trigger, select the Workflow Button you created 
2. In Step 15: Create Task: Cancellation Form Filled Out
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
3. In Step 23: Create Task: Cancellation Request Submitted
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
4. In Step 32: Create Task: Cancellation Request Submitted
   1. Click into the step
   2. On the right navigation, under Assignee Type:
      1. Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      2. Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
5. In Step 38: Create Task: Cancellation Request, Membership Still on Profile
   1. Click into the step
   2. On the right navigation, under Assignee Type:
      1. Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      2. Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
6. In Step 46: Create Task: Cancellation  Request, Membership Still on Profile
   1. Click into the step
   2. On the right navigation, under Assignee Type:
      1. Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      2. Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
7. Click Save
8. Click Exit
9. Click Start Recipe

To turn on Add Membership Hold for Specific Memberships

1. In the trigger, select the Workflow Button you created 
2. In Step 15: Create Task: 
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
3. Click Save
4. Click Exit
5. Click Start Recipe

To turn on Add Membership Hold

1. In the trigger, select the Workflow Button you created 
2. In Step 14: Create Task: 
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment
3. Click Save
4. Click Exit
5. Click Start Recipe

Daily Brief

The Daily Brief is a series of interconnected recipes in one bundle. 

To turn on the main Daily Brief recipe

1. In the top navigation Go to Environment Properties
2. Under time_format select either "12h" or "24h"
3. Go back to the main recipe, go to Step 3: Create Variables
   • If you want the Daily Brief to go to your email, select Yes under Send Email?
   • If you want to it to send as a Slack, select Yes under Send Slack?
   • If you want to send an Employee Brief (as an In-App Chat) to your employees, select Yes under Send Employee Brief?
4. In Step 4: Create Variables, select whether you want the following included in your brief:
   • Birthdays 
   • Anniveries 
   • First Days 
   • First 30 Days 
   • Upcoming Milestones 
5. Also in Step 4, you can set the milestones you wish to include; you can put any series of numbers here just make sure to separate with commas.
6. In Step 5: Create Variables, select whether you want the following included in your brief:
   • Trivia Question 
   • Weather
7. In Step 7: Call Universal | Daily Brief | FUNC | Format Message for Business Brief:
   • Select whether you want F for Fahrenheit temperatures or C for Celcius temperatures 
   • But your two letter country code (ex: US, CA, GB)
   • Put your zip code
8. If Step 9: If you have selected to send a Slack message you will need to connect your Slack account to Wodify 
   • Click + New connection to get your account connected
9. In Step 12: Send Email: Client - [Universal] - Daily Brief, select who you want receive the Daily Brief and put them under the to address 
10. In Step 23: Send In-App Chat, under Send from Location, select what Location you want to send the in-app chat from
11. Click Save
12. Click Exit
13. Click Start Recipe

If you want to include a Drop-In's First Day in your Daily Brief you must turn on the First Day: Drop In recipe 

1. Click into recipe 
2. Click start recipe

If you want to include a Lead's First Day in your Daily Brief you must turn on First Day: Lead Intro Appointment or First Day: Lead Trial Class Recipes, depending on how your have your account configured

1. Click into recipe 
2. Click start recipe

If you want to receive the Daily Brief via Slack, you must turn on the Refresh Slack Usernames Table recipe

1. Click into recipe 
2. Click start recipe

Weekly Streaks

To turn on Notification for Streak Lost

1. Go to Step 20: Create Task: Lost Streak
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
2. Click Save
3. Click Exit
4. Click Start Recipe

To turn on Encourage Attendance to Protect Streak

1. Click into the recipe
2. Click Start Recipe

To turn on Celebrate Highest Weekly Streak

1. Click into the recipe
2. Click Start Recipe

To turn on Celebrate 1 Week & Encourage Attendance

1. Click into the recipe
2. Click Start Recipe

To turn on Celebrate 10 Weeks

1. Click into the recipe
2. Click Start Recipe

To turn on Celebrate 20 Weeks & Request a Review

1. Go to Step 10: Create Task: Current Week Streak Week Streak Hit
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
2. In the top navigation click on Projects 
   • You will see a new top navigation that contains Assets and Settings; click Settings 
   • Go to Project Properties 
3. Under google_review_url paste the review request link you will get from your Google My Business page
4. Click Save
5. Click Exit
6. Click Start Recipe

To turn on Celebrate 50 Weeks & Encourage Attendance to Reach 1 Year

1. Go to Step 10: Create Task: Current Week Streak Week Streak Hit
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
2. Click Save
3. Click Exit
4. Click Start Recipe

To turn on Celebrate 100 Weeks & Request a Testimonial

1. Go to Step 18: Create Task: Current Week Streak Week Streak Hit
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
2. Click Save
3. Click Exit
4. Click Start Recipe

To turn on Celebrate 1 Year & Request a Referral

1. Click into the recipe
2. Click Start Recipe

Client Progressions

To turn on Celebrate Client Promotion

1. Go to Step 12: Create Task: New Level Achieved
   • Click into the step
   • On the right navigation, under Assignee Type:
     • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
     • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
2. Click Save
3. Click Exit
4. Click Start Recipe

To turn on Apply Progression when a Membership is Purchased

1. Go to the trigger and update the name of the membership you want to trigger this recipe
2. Go to Step 4: Create Client Progression
   • For Progression ID, choose Select from List and then pick the Progression 
   • For Level ID, choose Select from List and then pick the Level
3. Click Save
4. Click Exit
5. Click Start Recipe 

To turn on Apply Progression when a Client is Created

1. Go to Step 4: Create Client Progression
   • For Progression ID, choose Select from List and then pick the Progression 
   • For Level ID, choose Select from List and then pick the Level
2. Click Save
3. Click Exit
4. Click Start Recipe

Performance Results

To turn on the New PR recipe

1. Click into the recipe
2. Click Start Recipe

To turn Auto-Complete Progression Criteria from Created Result

1. In the trigger, enter the name of the workout complement that will be logged by the client
2. In Step 3: Call Global | Performance Results | FUNC | Check if Client in Progression, Return Criteria to Update
   • Enter the name of the progression under Progression Name
   • Enter the name of the level under Level Name
   • Enter the criteria at this level that should be updated
3. Click Save
4. Click Exit
5. Click Start Recipe

To turn on Add to Progression from Created Result

1. In the trigger, enter the name of the workout complement that will be logged by the client
2. In Step 3: Call Global | Performance Results | FUNC | Check if Client in Progression
   • Enter the name of the progression under Progression Name
3. In Step 7: Create Client Progression
   • For Progression ID, choose Select from List and then pick the Progression 
   • For Level ID, choose Select from List and then pick the Level
4. Click Save
5. Click Exit
6. Click Start Recipe

To turn on Publish all Workouts on a Set Date

1. Click into the recipe
2. Click Start Recipe

Invoice Enforcement

The Invoice Enforcement bundle includes three recipes. 

1. Immediately Suspend Client for Failed Transaction on Unpaid Invoice
2. Invoice Paid - Reinstate Client
3. Payment Method Updated - Reinstate Client

To successfully run invoice enforcement functionality at your business, you must turn on the Immediately Suspend Client for Failed Transaction on Unpaid Invoice recipe and then pick between the Invoice Paid and Payment Method Updated reinstate options.

To turn on the Immediately Suspend Client for Failed Transaction on Unpaid Invoice recipe

1. Go to Step 20: Create Task: Auto-suspend client
   1. Click into the step
   2. On the right navigation, under Assignee Type:
      1. Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      2. Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
2. Click Save
3. Click Exit
4. Click Start Recipe

To turn on the Invoice Paid - Reinstate Client

1. Click Edit
2. Go to Step 7: Create Task: Client Cannot be Reinstated
   1. Click into the step
   2. On the right navigation, under Assignee Type:
      • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
3. Go to Step 12: Send SMS; you can either click the three dots next to the step to skip the step OR select your phone number from the list and set the recipient type to Client. If you don't have a Wodify phone number, you can reach out to support@wodify.com to learn more.
4.  Go to Step 13: Create Task: The client has been reinstated
   1. Click into the step
   2. On the right navigation, under Assignee Type:
      1. Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
      2. Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
5. Click Save
6. Click Exit
7. Click Start Recipe 

To turn on the Payment Method Updated - Reinstate Client

1. Click Edit
2. Go to Step 8: Create Task: Updated Payment Method
3. Click into the step
4. On the right navigation, under Assignee Type:
   • Select Employee if you want these reinstatement notifications to go to a specific employee, and then below select the employee
   • Select Segment if you want these reinstatement notifications to go to all admins, and then select the Admins segment 
5. Click Save
6. Click Exit
7. Click Start Recipe 

Facility Access

Facility Access Recipes must be turned on in coordination with a Wodify 24/7 Access subscription. If you're interested in learning more about a 24/7 Access subscription, chat with our Account Management here.

Starter Pack

The Starter Pack is a series of half-built recipes that can be used to build out your own custom workflows. Our team is also available to build out custom workflows for you; just reach out to support@wodify.com!

Wodify Sites

The Wodify Sites bundle contains recipes that are connected to our Wodify Sites product. 

• If you're an existing Wodify Sites customer, reach out to support@wodify.com, and we can get these recipes set up 
• If you're not an existing Wodify Sites customer and want to learn more, you can chat with our Account Management team here