Perform reaches trainees in two ways: push notifications in the trainee app, and WhatsApp through SmartSend. Around those sit the calendar for meetings and the CRM for people who are not trainees yet.

The channels

Push only reaches trainees with a registered device. A trainee who never installed the app, or turned notifications off, gets nothing by push. For those trainees, WhatsApp is the channel that works.

Start here

Connecting WhatsApp

Connect SmartSend, map your coaches and set the number trainees write to.

Sending messages

Every place you can message one trainee or many.

WhatsApp templates and automatic messages

Templates, parameters, and what goes out without you pressing send.

SmartSend mailing lists

Turn a selection of trainees into a SmartSend list.

Notifications control

Choose which push notifications trainees receive and what they say.

Form notifications and reminders

The message when a form is sent, and reminders around it.

Inbox and notification center

Where incoming messages and your own notifications show up.

Calendar

Events, sessions and the team view.

Trainee meeting booking

Open your availability so trainees book from the app.

CRM and leads

Track leads from first contact to a closed deal.

Who can change what

  • Any coach can send messages to the trainees they have access to.
  • Studio owners and admins manage Business settings, which holds the WhatsApp connection, Notifications control and Integrations.
  • A coach who is limited to their assigned trainees can only message those trainees. A bulk message is narrowed to them before it is sent.