How to customize your Welcome Emails (Activation Emails for Your Clients)

How to Customize Automated Welcome Emails
Estimated Reading Time: 8 minutes
Applies to: All Plans

Quick Summary

You can customize your Automated Welcome Email to include additional information for new clients.

This message is sent automatically after a client creates an account or completes a purchase, helping them understand how to start using your services.

Why This Matters

Your welcome email creates the first impression of your business.

Providing clear instructions helps new clients understand how to access the Schedule, use their Membership or Credit Pack, and book their first Activity, reducing support questions.

Step by Step Instructions

Step 1: Open your email settings: My company > Communication > Email Settings > Customization
– Go to the section where automated messages and client communications are managed.

Step 2: Locate the Automated Welcome Email
– Find the default email that is automatically sent to new clients.

Step 3: Edit the email content
– Adjust the message and add information that helps clients understand how your studio works.

Step 4: Add practical instructions for new clients
– Include helpful guidance on how clients can access the Schedule, book Activities, or start using their Membership or Credits.

Step 5: Keep the message clear and structured
– Use short paragraphs and simple instructions so the email is easy to read on mobile devices.

Step 6: Save your changes: Settings > Communication > Save
– Save the updated email so all new clients receive your customized version.

Step 7: Test the email flow: Client Signup Flow
– Create a test account or simulate a new signup to confirm the Automated Welcome Email is sent correctly.

Best Practice

• Keep your Automated Welcome Email short and action-focused.

• Make sure clients immediately understand how to book their first Activity and where to find the Schedule.

Common Questions

When is the Automated Welcome Email sent?
– It is automatically sent after a client creates an account or completes a purchase.

Can I include booking instructions in the email?
– Yes. You can include instructions explaining how clients can use the Schedule, their Membership, or available Credits.

Can I change the email later?
– Yes. You can update the email content at any time through Settings.

Does every client receive the same welcome email?
– Yes. All new clients receive the same Automated Welcome Email unless you manage additional communication outside the system.

What is the standard text that I can use for downloading the web-app?
–In the welcome email you can add instructions on how to download the web-app. If you want to add our instructions of how to download the web-app you can add this text to your welcoming email:
Tip: You can install the app by copying the portal link - https://myclub.trainin.app - and opening it in Chrome (Android) or Safari (iOS). You will then see a button or instructions to install the app.

If you have the native app, you can add a link to the Apple App Store and Google Playstore or tell them which App name to search for.  If you want to know more about the possibilities of the native app you can click here (voeg link toe).

If you would like to know more about our Pro, Premium or Add-Ons, send us an email to support@trainin.com.

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