Automation for TeamUp
TeamUp, with trials converted and members kept.
TeamUp takes the bookings and the payments. The automation we build acts on things TeamUp already records: an intro offer starting, a membership ending, a member who's stopped turning up.
Start from what’s there
What TeamUp covers, and what it leaves.
What TeamUp already does
Class and appointment booking, memberships and payments for independent studios and personal training businesses. It already charges late-cancel and no-show fees automatically, runs waitlists, sends texts, and sends emails before and after classes and at milestones.
Where members still slip
A no-show fee covers the missed class. It doesn't bring the member back. When a membership is cancelled or runs out, nobody asks why or invites them back. And someone who buys an intro offer gets their classes but rarely a conversation about what comes next, so the moment to offer a membership passes.
What we automate
How it works, step by step.
- 01
Intro offer to membership
Starts when: a customer starts an intro offer or trial pass.
- TeamUp's event reaches the automation when the offer starts.
- After their first class, they get a welcome email from their instructor, not a sales pitch.
- Before the offer ends, they get the membership options that fit how often they've been coming.
- Starting a membership ends the sequence. If they don't, the owner gets a short list to message personally.
- 02
Win-back when a membership ends
Starts when: TeamUp reports a membership as cancelled or ended.
- The cancellation or end event starts the sequence.
- A short email asks why, with one-click answers: moved away, cost, timetable, injury, something else.
- Depending on the answer, a later email offers something relevant, such as a different class time or a pause, where the studio offers one.
- Anyone who asks not to be contacted isn't contacted again.
- 03
Check-in when a member goes quiet
Starts when: a member is marked as a no-show, or hasn't registered for a class in a set number of weeks.
- No-shows and class registrations are tracked per member.
- After a run of missed or empty weeks, the member gets a friendly check-in from their coach.
- The owner sees a list of members going quiet before they cancel.
- Booking a class resets the count.
What it connects to
TeamUp, wired into the rest.
Your website trial form
Trial sign-ups start the intro-offer sequence without anyone re-entering them.
Mailchimp
TeamUp's route to Mailchimp is through Zapier. We can use the same route, or send sequences directly.
Owner and coach notifications
Members going quiet and trials that didn't convert, as short lists to act on.
A membership report
Intro offers against memberships started, and cancellation reasons, month by month.
The connection
Through TeamUp's Business API and webhooks.
TeamUp's Business API credentials are created by the business from its own dashboard, and webhooks can be sent for the event types you choose. Its official Zapier app has triggers for new customers, memberships starting, ending or being cancelled, class registrations, late cancellations and no-shows.
Your fees, waitlists and TeamUp's own emails stay as they are. We add sequences around events TeamUp already records.
Who it suits
A good fit if…
You run an independent studio, boutique gym or personal training business on TeamUp.
Intro offers bring people in, but too few stay on.
Members cancel without anyone finding out why.
If you're a solo instructor with a small, steady group you see every week, you'll do this better in person.
FAQ
TeamUp automation, answered straight.
TeamUp automation
TeamUp already charges no-show fees. Why automate no-shows?
The fee deals with the missed class. The check-in deals with the member, because a run of missed classes often comes before a cancellation.
Will members get emails they didn't sign up for?
Messages about someone's own trial or membership are set up separately from marketing, and marketing only goes to people who've agreed to it. We set that line with you before anything is sent.
Does this change how bookings work in TeamUp?
No. Members book, pay and join waitlists in TeamUp exactly as before. The automation only reads events and sends follow-ups.
Keep reading
Related pages.
- AI Automation
Every automation module we build, and how an engagement runs.
- Studios & salons
The website, automation and agent work we do for gyms, studios and salons.
- Glofox automation
All-in-one platform positioned for boutique fitness studios — yoga, Pilates, martial arts, spin.
- Phorest automation
Salon and barbershop management software, well regarded among UK/Ireland independents.
- All software we connect
The full reference, by industry and by job.
Ready to stop the leak?
Tell us where enquiries are slipping through, and we’ll show you what to build first.