What are Automation Templates?
Templates are pre-built Automation workflows for the moments that matter most in growing and running your space, like turning a drop-in visitor into a member, or catching a plan renewal before it churns. Instead of building a workflow from scratch, you can turn a Template on in a few clicks and customize it to fit your space.
Why Templates help you grow your business
Templates help you:
Convert prospects faster: Automatically follow up with inquiries, tours, and drop-in visitors at the moments they're most likely to sign up.
Protect recurring revenue: Get ahead of plan and assignment renewals with automated reminders before a member's commitment ends.
Build loyalty that keeps members renewing: Celebrate milestones and collect reviews that strengthen your community and your reputation.
Skip the busywork: Every Template comes pre-built with the trigger, conditions, and messaging already in place, so you can turn it on and start seeing results the same day.
What are Templates organized into Collections
What are Templates organized into Collections
Related Templates are grouped into Collections, each built around a specific business goal. Instead of browsing dozens of individual Templates, you can go straight to the Collection that matches what you're trying to achieve.
Prospect Conversion Collection
Designed to turn inquiries and tours into signed-up members.
Book more tours from inquiries: Follows up with new inquiries automatically to encourage them to book a tour.
Sign up more members after tours: Sends confirmation and follow-up messaging before and after a tour to move prospects toward signing up.
Learn more about engaging with prospective members and Leads using Automations.
Drop-In Conversion Collection
Designed to turn one-time drop-in visitors into repeat bookers, and repeat bookers into members.
Confirm drop-in bookings and welcome first-timers: Sends a booking confirmation and reminder, and creates a staff task to welcome first-time visitors in person.
Encourage drop-in bookers to book again: Follows up after a visit to prompt a second booking.
Convert repeat drop-ins into members: Fires after a user's third completed drop-in booking, the natural moment to start a membership conversation with someone who's already shown they value your space.
Re-engage inactive drop-in bookers: Wakes up drop-in users who haven't booked again after 45 days, with the option to include a credit incentive. This Template requires Automations+.
Retention Collection
Designed to get ahead of the renewal conversation, before revenue walks out the door.
Increase plan retention: Sends renewal messaging and creates a staff task 30 days before a member's plan ends.
Increase assignment retention: Sends renewal messaging and creates a staff task 45 days before an assignment ends.
Member Milestones Collection
Designed to build loyalty and turn happy members into advocates for your space.
Ask members to leave a public review: Requests a review at set milestones, such as 1 month and 6 months into a member's tenure.
Celebrate members' anniversaries: Sends a celebratory message at the 1-month, 3-month, and 1-year marks.
What other templates are available
What other templates are available
Beyond Collections, Optix also includes ready-made Templates for other common moments, including welcoming new members, rewarding your most frequent bookers, re-engaging unconfirmed users, nurturing pre-launch inquiries, and onboarding founding members. Browse the full library from the Templates page in your dashboard to see everything available.
How to find and use Templates in Optix
How to find and use Templates in Optix
To browse and turn on a Template:
Click on the Automations tab in the Optix dashboard
Click Templates
Browse by Collection, or scroll through all available Templates
Click on a Template to preview it
Click Set live to turn it on immediately with its default setup:
Or click Open in editor to customize it before setting it live:
FAQ
FAQ
What's the difference between a Collection and a Template?
A Template is a single pre-built Automation, like "Convert repeat drop-ins into members." A Collection is a group of related Templates built around the same business goal, like the Drop-In Conversion Collection. Collections make it easier to find the right Template for what you're trying to achieve.
Do I need Automations+ to use every Template?
No, most Templates are available on the base Automations plan. Some Templates, such as Re-engage inactive drop-in bookers, use premium actions or triggers and require Automations+. Learn more about the difference between Automations and Automations+.
Can I customize a Template after turning it on?
Yes. Click Open in editor before setting a Template live to adjust its trigger, conditions, or messaging, or edit it later from the Automations tab like any other Automation.
Who can turn on or edit Templates?
The same Admin permission levels that can create and edit Automations can also use Templates. Learn more about Admin permissions for Automations.
Troubleshooting
Troubleshooting
I don't see the Templates page in my Automations tab.
Check that your Admin permission level allows you to create and edit Automations. If you still don't see it, contact support.
I turned on a Template but the messaging doesn't match my brand.
Click into the Automation from your Automations tab and select the Pencil icon to edit it, just as you would any other Automation.