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Smart Flow

Learn how Smart Flow automates client journeys using triggers and actions to deliver personalised workouts, meals, goals, messages, and more.

What is Smart Flow ?

Smart Flow is a powerful automation tool in FitBudd that allows trainers to create intelligent workflows for their clients. Smart Flow supports a wide range of triggers (events) and actions, giving you more flexibility in automating client journeys.

With Smart Flow, you can trigger actions like assigning workouts, meals, goals, supplements, water tracking, message drips, and even trainers — all based on client behaviour, profile details, and onboarding responses.

This means less manual work for you, and a more personalized experience for your clients.

Note: Smart Flow is available with limited functionality for Pro and Super Pro plan users. To access all Smart Flow events and features, purchase the Smart Flow Add-On. Full access is included with the Elite plan.

Watch this quick demo to see the feature in action

How to Set Up an automation Flow:

  1. Go to Smart Flow → Flows in your FitBudd dashboard.

  2. Click "+" icon at the top right corner.

  3. Select the event(s) for automation. You can select multiple events as well.

  4. Click on "Define Actions" to assign actions when the selected events occur.

    Note: To assign messages, you will need to create Message Drips first (refer to the article Creating Message Drips for details).


5. Add conditions to make the automation more targeted (Optional).


6. Once you are done with the configuration, you can activate the automation to enable the same.


Summary: Smart Flow in FitBudd

  • Smart Flow is an automation tool that creates intelligent workflows for clients based on their behaviour, profile details, and onboarding responses.

  • Reduces manual work for trainers while delivering personalised client experiences.

  • Supports various triggers and actions including assigning workouts, meals, goals, supplements, water tracking, message drips, and trainers.

  • Setup process includes selecting events, defining actions, and optionally adding conditions to target specific clients.

  • Message Drips feature allows scheduling automated communication sequences with clients through text, email, photos, videos, documents, and voice notes.

  • Messages can be precisely scheduled by week, day, and time to create comprehensive client communication plans.


Made With 🧡 by Team FitBudd

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