Automations Explainer

BETA adds a number of automations to your dashboard to ensure key bulk system actions are performed.

You can see your gym’s automations in your gym’s Automations Page on BETA.

Go to Settings » General » Automations

⤷ Types of Automations

» Checkout Climbers

• Tier: Club & Above

• Frequency: Daily

• (Spec) Recommended time: Late evening, after closing e.g., 11 PM

• Description: Automatically check out all active climbers at the end of the day.

» Run Billing

• Tier: Club & Above

• Frequency: Daily

• (Spec) Recommended time: Early morning, before opening e.g., 2 AM

• Description: Automatically generate invoices and process recurring memberships, passes, and services.

» Send Transactional Emails

• Tier: Community & Above - # limit depending on Tier

• Frequency: Daily

• (Spec) Recommended time: Early morning e.g., 9 AM

• Description: Automatically send transactional emails when triggered (e.g., bookings, purchases, waivers).

» SecondSend Event Reminder Emails

All tiers receive event confirmation purchase emails, even if manually enrolled. These emails serve as reminders for upcoming events.

• Tier: Business & Above

• Frequency: Daily

• (Spec) Recommended time: Early morning e.g., 8 AM

• Description: Automatically send reminder emails for upcoming events.

» Upload Non-Aggregated Accounts (Xero)

• Tier: Community & Above

• Frequency: Daily

• (Spec) Recommended time: Early morning before opening e.g., 3 AM

• Description: Automatically send individual transactions to Xero. Each sale or payment is recorded separately for detailed, item-by-item reporting.

» Upload Aggregated Accounts (Xero)

• Tier: Community & Above

• Frequency: Daily

• (Spec) Recommended time: Early morning before opening e.g., 3 AM

• Description: Automatically send grouped transaction totals to Xero (e.g., daily sales totals) instead of individual entries.

» Resume Scheduled Passes

• Tier: Business & Above

• Frequency: Daily

• (Spec) Recommended time: Early morning before opening e.g., 3 AM

• Description: Automatically resume passes and subscriptions scheduled for future reactivation.

⤷ Automations Timing

Please let us know if you would like any of the automations to run at times different from those recommended above. Kindly provide the exact times in your local time zone.


Our recommended schedule is based on performance data and insights into the most effective times to run these automations. Unless we receive alternative times from you, we will proceed with the recommended schedule shown above.

FAQs

Still Lost? We’ve got you covered!

Use the search box on the main Help to search the entire list of available help guides, or drop your question in the Support Chat!

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