Sequences let you automate a series of actions that run after a client purchases a package. Think of them as post-purchase workflows: when a client buys a package linked to a sequence, Athli automatically executes the steps you defined.
What It Is
A sequence is a visual workflow built with a flow editor. You define a trigger (like a payment event) and then chain together actions such as sending a message, assigning a questionnaire, adding habits, or waiting a set amount of time before the next step.
Why It Is Useful
- Automate client onboarding after purchase
- Ensure every new client gets the same welcome experience
- Save time by eliminating repetitive manual setup
- Create multi-step workflows with delays between actions
Where to Find It
- Go to Business in the sidebar.
- Select Sequences.
[Screenshot: sequences list page showing created sequences]
Creating a Sequence
- Click Add Sequence.
- Enter a name and optional description.
- Click Save to create the sequence.
- You will be taken to the flow editor.
[Screenshot: add sequence side panel with name and description fields]
Using the Flow Editor
The flow editor is a visual canvas where you build your automation step by step.
Triggers
Every sequence starts with a trigger. Available triggers include:
| Trigger | Description |
|---|---|
| Check-in completed | Fires when a client completes a check-in |
| Missed workout | Fires when a client misses a scheduled workout |
| Missed check-in | Fires when a client misses a check-in |
| Missed habit log | Fires when a client misses a habit log |
| Missed metric log | Fires when a client misses a metric log |
| Inactive for 7 days | Fires when a client has been inactive for 7 days |
Actions
After the trigger, you add actions that execute in order:
| Action | Description |
|---|---|
| Send message | Automatically send a chat message to the client |
| Assign questionnaire | Assign a questionnaire from your library |
| Assign check-in | Assign a check-in form |
| Add file | Share a file with the client |
| Add habit | Assign a habit for tracking |
| Add metric | Assign a metric for tracking |
| Wait | Pause the sequence for a specified duration before continuing |
| Is check-in completed | Conditional check that branches based on completion |
Building a Flow
- Click the trigger node to select your trigger type.
- Click the + button below to add an action.
- Select an action type from the panel that appears.
- Configure the action (e.g., select which questionnaire to assign).
- Add more actions as needed, including Wait steps for delays.
- Your changes save automatically.
[Screenshot: flow editor with a trigger and multiple action nodes connected]
Linking a Sequence to a Package
Once you create a sequence, you can link it to a business package so it runs automatically when a client purchases that package.
- Go to Business > Packages.
- Edit a package.
- In the sequence field, select your sequence.
- Save.
[Screenshot: package edit form with sequence dropdown]
Managing Sequences
From the sequences list, you can:
- Search sequences by name
- Edit a sequence by clicking on it
- Delete a sequence using the menu (note: sequences linked to packages cannot be deleted)
FAQs
Can I have multiple triggers in one sequence?
Each sequence has one trigger. Create separate sequences for different triggers.
What happens if I delete a sequence that is linked to a package?
Athli will prevent deletion and show an error. Unlink the sequence from the package first.
Can I test a sequence without a real purchase?
Currently, sequences run when the trigger condition is met. You can test by simulating the trigger action (e.g., completing a check-in for a test client).
Do actions run immediately or in order?
Actions run in order from top to bottom. Use Wait actions to add delays between steps.