Setup Bulk Class Notifications for Participants
When you add a participant to a whole recurring series, or add a batch to classes, the normal class rule sends one message per class. Bulk class triggers send one summary with the full schedule instead, both when classes are assigned and when they are cancelled in bulk. They do not run for single classes, so keep your normal rules for those.
Bulk class confirmation
- Go to Engage > Automations, click Add Rule and then Create rule from scratch.
- Choose the trigger Bulk Classes Assigned for Participant. It runs when a participant is added to several classes at once.
- Optional: Add Condition, for example a class service or client tag.
- Add the action send a WhatsApp template message (or Send Email) and pick your template, for example one named
bulk_class_confirmation. - Fill the parameters with variables such as
{{bulkClass.className}}and{{bulkClass.consolidatedSchedule}}(the list of dates and times). - Click Save, then test by adding a participant to a recurring class with Add to this and Future Classes.
Bulk class cancellation
Create a second rule with the trigger Bulk Classes Cancelled for Participant and a cancellation template, for example one named bulk_class_cancellation_notification. Test it with Cancel Future Classes on a participant.
Stop the single messages
In your class notification rules, add Participant Frequency equals Individual, so participants in a bulk change only get the summary. For cancellations, Cancellation Type equals Individual does the same.
Variables
Bulk class: {{bulkClass.clientName}}, {{bulkClass.timezone}}, {{bulkClass.className}}, {{bulkClass.duration}}, {{bulkClass.practitioner}} (instructor), {{bulkClass.consolidatedSchedule}}, {{bulkClass.status}}
Client and business variables are on Setup Appointment Notifications.