Auto-scheduling intro classes/orientations for new members

Purpose

1. Automate the end-to-end process of scheduling orientation or intro classes for every new boxing club member, ensuring no manual intervention is needed.

2. Automates communications, calendar invites, and internal staff notifications for improved onboarding.

3. Centralizes and automates intake, assignment, and reminder workflows for an optimized member experience and reduced admin work.

4. Automates confirmation and rescheduling based on real-time member responses or conflicts.

Trigger Conditions

1. Automation triggered immediately after new member completes registration or payment.

2. Automation can be triggered via online form submission, CRM entry, payment processor webhook, or staff input.

3. Automate recurring triggers for pending unscheduled members at set intervals.

4. Automate manual triggers by authorized staff via dashboard UI if needed.

Platform Variants

1. Google Calendar

• API: Use `Events.insert` to automate intro class event creation for both member & trainer.
  

2. Outlook 365

• API: Automate calendar invite with `CreateEvent` in Outlook Graph API for classroom scheduling.
  

3. Twilio

• Feature: Use Programmable SMS to automate reminders and confirmations via SMS; `messages.create` endpoint.
  

4. SendGrid

• Feature: `Mail Send` API automates sending orientation confirmation and reminder emails.
  

5. Zoom

• API: Automate instant creation of virtual class meetings using `meetings.create`.
  

6. Calendly

• API: Automates scheduling links by generating unique booking URLs per member; `Event Types` and `Invitee Created` webhook.
  

7. HubSpot

• Feature: Automate workflow using Contact workflows for onboarding triggers and follow-up.
  

8. Acuity Scheduling

• API: Automate appointment creation with `appointments` endpoint.
  

9. Slack

• Feature: Automate internal notifications to #onboarding channel using `chat.postMessage`.
  

10. Salesforce

• API: Automate workflow rule triggered by new member object for task and calendar entry creation.
  

11. ActiveCampaign

• Feature: Automate series of onboarding emails and SMS using predefined automations.
  

12. Microsoft Teams

• API: Automate sending orientation meeting invites and reminders using `Create onlineMeeting`.
  

13. Trello

• Feature: Automate creation of onboarding cards in lists using `cards` endpoint for tracking process.
  

14. Pipedrive

• Feature: Automate activity scheduling via Activities API for member onboarding.
  

15. Mailchimp

• Feature: Automates onboarding sequence with `Automations` builder and email triggers.
  

16. Zapier

• Feature: Automate connecting all scheduling, messaging, and CRM tools using customizable Zaps.
  

17. Typeform

• API: Automates intake form submission data capture via Webhooks for scheduling triggers.
  

18. Notion

• API: Automate creation of onboarding checklist pages per member via `pages.create`.
  

19. Airtable

• API: Automate class scheduling by creating records using `Create Record`.
  

20. Monday.com

• Feature: Automate workflow creation and task assignments on onboarding in relevant boards.
  

21. DocuSign

• API: Automates sending of orientation e-sign forms to new members using `envelopes:create`.
  

22. Stripe

• Webhook: Automates scheduling after successful membership payment is captured.
  

23. Shopify

• API: Automates scheduling after "membership product" purchase webhook triggers onboarding.
  

24. WhatsApp Business API

• API: Automate reminders and confirmations to members regarding their scheduled orientation.
  

25. Zoho CRM

• Feature: Automate workflow triggered by new member record for immediate scheduling actions.
  

Benefits

1. Automation eliminates scheduling delays and double-booking for classes.

2. Automator reduces manual admin workload and increases accuracy.

3. Automated confirmations and reminders reduce no-shows.

4. Comprehensive automation enables scalability and consistent member onboarding.

5. Automatedly gathers all required member data, allowing personalized orientation experiences.

6. Automation across multiple channels improves communication reach and engagement.

7. End-to-end automating ensures compliance, reporting, and auditability for club operations.