Flow detail
Trial booked arrival engine
Turns a new trial booking into waiver check, prep message, and coach greeting without staff remembering each handoff.
Activation
ready
Trial signs in prepared
Trigger
Trial booked
Audience
Booked trials
Owner
Front desk
Lift
+14%
Visual flow timeline
Check waiver and guardian
day 0Create front-desk task for waiver, guardian approval, medical notes, and arrival permission.
Only if waiver or guardian context is missing.
Send arrival prep
day 0Draft class time, what to wear, parking, and who will greet them.
Consent checked before send.
Notify coach
day 0Put lead goal, anxiety point, and source context in the coach handoff.
Owner must be assigned.
Conditions
Safety rules
Run history
Isla Morgan
completedWaiver task + arrival prep drafted.
Ryan Patel
skippedSkipped SMS because no class is attached.
Mia Kim
reviewCoach note needs review before greeting.
Audit and analytics
23
Enrolled
19
Completed
4
Skipped
+14%
Conversion lift