Class Participant Updates
Class Participant Updates runs when a participant is added to a class, or their booking changes: booked, waitlisted, rescheduled, cancelled, visited or no-show. Use it for class confirmations, reminders before the class and follow-ups after it.
Conditions
Conditions are optional. Click Add Condition, then pick a Field, an Operator and a value. Choose All (AND) or Any (OR) under Condition Type to decide whether every condition or just one must match.
| Condition | Operators | Values |
|---|---|---|
| Contact Group | is part of all, is part of any, is not part of all | Your contact groups |
| Class Participant Status | equals, not equals | Pending, Waitlisted, Booked, Visited, Rescheduled, No-Show, Cancelled |
| Class Type | equals, not equals | Online Class, Offline Class |
| Class Service | equals, not equals, includes any, does not include all | Your services |
| Participant Frequency | equals, not equals | Bulk/Repeat, Individual |
| Cancellation Type | equals, not equals | Bulk, Individual |
| Client Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your client tags |
| Contact Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your contact tags |
| Contact Stage | equals, not equals | Subscriber, Lead, Engaged, Marketing qualified lead (MQL), Sales qualified lead (SQL), Opportunity, Follow-up Required, Customer, Evangelist, Other, Lost, Inactive |
Participant Frequency and Cancellation Type separate single bookings from bulk ones, so you can leave bulk changes to the bulk triggers.
Actions
Click Add Action and choose from Select Action. Actions run in order; use the arrows to reorder them. To delay an action, click Add wait time (or Add wait & Schedule time on template and email actions). Wait times count from the trigger event, not from the previous action.
| Action | What it does | Wait time |
|---|---|---|
| send a WhatsApp template message | Sends an approved WhatsApp template. Works outside the 24-hour session, so use it for reminders, follow-ups and anything sent later. | Minutes to months, or before or after the class |
| send Customer Satisfaction Survey (CSAT) | Sends a customer satisfaction (CSAT) survey. | Minutes to months, or before or after the class |
| Add the Contact to Group | Adds the contact to a contact group, which you can check in later conditions. | Minutes to months, or before or after the class |
| Remove the Contact from Group | Removes the contact from a contact group, for example so a rule does not run twice. | Minutes to months, or before or after the class |
| Add Client Tags | Adds tags to the client record. Needs CRM Suite. | Minutes to months, or before or after the class |
| Remove Client Tags | Removes tags from the client record. Needs CRM Suite. | Minutes to months, or before or after the class |
| Add Contact Tags | Adds tags to the contact. | Minutes to months, or before or after the class |
| Remove Contact Tags | Removes tags from the contact. | Minutes to months, or before or after the class |
| Update Contact Stage | Moves the contact to a stage, such as Lead or Customer. | Minutes to months, or before or after the class |
| Assign a form and request form to be filled | Assigns a form to the client and sends a WhatsApp message asking them to fill it in. Needs CRM Suite. | Minutes to months, or before or after the class |
| Notify Staffs via WhatsApp | Sends a WhatsApp template message to the team members you choose. | Minutes to months, or before or after the class |
| Notify Associated Staff via WhatsApp | Sends a WhatsApp template message to the team member the booking is with. | Minutes to months, or before or after the class |
| Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to the client's primary team member. | Minutes to months, or before or after the class |
| Send Email | Sends an email to the client, team members or a custom list. Marketing emails need CRM Suite; Transactional emails do not. | Minutes to months, or before or after the class |
| Webhooks by Whautomate | Sends the event data to your own URL (webhook). | Minutes to months |
| Add Text Client Notes | Adds a text note to the client record. Needs CRM Suite. | Minutes to months |
| Add Document Client Notes | Attaches a document to the client record as a note. Needs CRM Suite. | Minutes to months |
| Add or Update Client Custom Attributes | Adds or updates custom fields on the client record. Needs CRM Suite. | Minutes to months |
Example
Remind participants 2 hours before class
- Create a rule with the Class Participant Updates trigger.
- Add the condition Class Participant Status equals Booked.
- Add the action send a WhatsApp template message with your class reminder template and Add wait & Schedule time of 2 hour(s) before class.
Good to know
- Bookings and cancellations made for several classes at once can use Bulk Classes Assigned for Participant and Bulk Classes Cancelled for Participant.