Automations
Set a trigger, schedule a message after the client filled out an onboarding form, attach your documents - and let it run. Welcome video on day 1, workout plans on day 2, check-ins on day 7. Build it once, and every new client gets the same seamless experience automatically.
Coaching automations handle the repetitive parts of client management - check-in reminders, drip onboarding sequences and follow-ups - without the coach touching them. coachway lets coaches build these workflows once and run them across every client, so a client list of forty gets the same consistent rhythm as a client list of four.
Build automations with messages, videos, audio, and more
Text message on day 1. Video on day 3. PDF on day 7. Build automations that mix content types, schedule everything down to the hour, and choose how each step gets delivered. One setup, endless consistency.
Automation has never been easier
Build automations that go beyond chat. Add videos, audio recordings, and files to any step. Upload once, schedule it, and let every client get the full experience - automatically.
Automating onboarding and delivery is one of the systems that lets you take on more clients without adding more hours. For the bigger picture, see our guide on how to scale an online coaching business.
For the full playbook, read how to automate lead follow-up and onboarding end to end.
Automated workflows
Right content, right clients, right time
Create automated flows and assign them by tag. Your weight loss clients get the nutrition course, your muscle gain clients get the strength course material - all triggered automatically when they activate. Messages, documents, videos, delivered without you lifting a finger.
Flexible triggers
Pick the perfect starting point
Trigger automations based on activation date, coaching start, payment, or onboarding completion. Need more control? Use manual triggers for special cases. The flow starts exactly when it should - not a moment too early or too late.
Flexible send options
From autopilot to full control
Pick your comfort level. Auto send runs completely hands-off. Smart send pings you to confirm before sending. Review first keeps everything manual - you approve each message yourself.
Flexible destinations
Send to chat, vault, or both
Choose where content lands. Chat for direct messages they'll see right away. Vault for resources they can access anytime. Or both - so they get notified now and can find it later.
All features
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Client progress
Track workouts, milestones, and personal bests with clear dashboards that show improvement over time.
Meal planner
Create tailored nutrition plans that align with client goals, complete with smart suggestions and easy adjustments.
Check-ins & forms
Collect feedback, assess readiness, and stay connected with customizable forms and quick check-ins.
Questions, answered
What can I automate in coachway?
Recurring client touchpoints: check-in form reminders, onboarding message sequences for new clients, and scheduled follow-ups. You set the trigger and timing once, and coachway sends it to each client automatically - so nobody slips through the cracks on a busy week.
Do automated messages feel robotic to clients?
They arrive inside your branded app like any other message from you, and you write every word yourself. Most coaches use automations for the predictable rhythm - reminders and onboarding steps - and keep personal replies and video feedback fully manual.
How do automations help when my client list grows?
They remove the ceiling. Manually chasing check-ins works at ten clients and breaks at thirty. With reminders, onboarding and follow-ups automated, your hands-on time goes to coaching decisions and feedback - the work clients actually pay for - instead of admin.
Articles & guides
all guidesHow to calculate TDEE and set macros for coaching clients (2026)
How to calculate TDEE and set macros for coaching clients: the formula, activity multipliers, a worked example, and how to adjust from real check-in feedback. General information, not medical or dietetic advice.
Read the guideHow to do client check-ins as an online coach
The 5-step check-in workflow used by coaches running 100+ clients. Forms, frequency, and the unified-inbox setup that drops review time from 15 minutes per client to 2 to 3.
Read the guideIs online fitness coaching worth it? An honest coach's answer (2026)
An honest answer for both sides of the decision: what a coach actually gives you that an app or YouTube cannot, who benefits most, who should keep their money, what it costs vs in-person - and whether it is worth it as a career for coaches.
Read the guideSee what Coachway can do for your coaching business
Coachway was built on knowledge from working with 150 online coaches over 6+ years, who all hit the same wall - slow platforms, clunky workflows, wasted hours. Start your 14-day free trial and see what we fixed - the whole platform, no charge today, cancel in 2 clicks.
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