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What’s the best way to welcome new clients using automated messages?

Create a warm, professional first impression — without lifting a finger.

Why Use This Feature?

Your client’s first few days are crucial. A well-timed automated welcome email helps them feel supported, reduces questions, and nudges them toward booking their first session — all while saving you time.

Step-by-Step Instructions

  1. Go to Messages > Automated in your LegitFit dashboard.

  2. Click Create Automated Message.

  3. Set the trigger to When a client is added.

  4. (Optional) Add a filter such as No Active Package to target clients who haven’t purchased a service.

  5. Write your welcome message. Example:

    Subject: Welcome to [Your Business Name] 👋
    Message: “We’re so excited to have you on board! You can now view our timetable and book your first class. Any questions, just hit reply.”

  6. Click Save.

  7. Add a follow-up message for 3–5 days later. Example:

    “Not sure where to start? Try our Intro Package — it’s perfect for beginners [add product link].”

  8. (Optional) Add a second follow-up at 7 days for another touchpoint, such as class tips, a team introduction, or an FAQ link.

What Happens Next

Each new client will automatically receive the welcome email when they are added to your LegitFit system. Follow-up messages will send based on the timing you set. You can track engagement under Sent Messages.

Success Tip

Keep your welcome message short, friendly, and focused on the client’s next step — booking their first class or choosing a package. Update the content seasonally if your intro offers change.