--- title: "Automation flows, smarter rules and checklists for new clients | Boost Fitness" description: "Build flows that start when something happens and run your steps in order. Simple rules can now do more than send a message, and checklists keep every new client's setup on track." canonical_url: "https://boostfitness.io/blog/automation-flows-smarter-rules-checklists" meta: "og:description": "Build flows that start when something happens and run your steps in order. Simple rules can now do more than send a message, and checklists keep every new client's setup on track." "og:image": "https://boostfitness.io/_og/d/c_BlogPost.takumi%2Ctitle_~QXV0b21hdGlvbiBmbG93cywgc21hcnRlciBydWxlcyBhbmQgY2hlY2tsaXN0cyBmb3IgbmV3IGNsaWVudHM%2Ctagline_~V2Vic2l0ZXMsIGNsaWVudCBtYW5hZ2VtZW50LCBwYXltZW50cywgYW5kIG1hcmtldGluZyBmb3IgZml0bmVzcyBwcm9mZXNzaW9uYWxzLg%2Ccategory_Product%2BUpdates%2Cauthor_The%2BBoost%2BFitness%2BTeam%2Cp_Ii9ibG9nL2F1dG9tYXRpb24tZmxvd3Mtc21hcnRlci1ydWxlcy1jaGVja2xpc3RzIg%2Cs_PEb9KW3qn5XtDbXH.png" "og:image:height": "600" "og:image:type": image/png "og:image:width": "1200" "og:title": "Automation flows, smarter rules and checklists for new clients" "twitter:image": "https://boostfitness.io/_og/d/c_BlogPost.takumi%2Ctitle_~QXV0b21hdGlvbiBmbG93cywgc21hcnRlciBydWxlcyBhbmQgY2hlY2tsaXN0cyBmb3IgbmV3IGNsaWVudHM%2Ctagline_~V2Vic2l0ZXMsIGNsaWVudCBtYW5hZ2VtZW50LCBwYXltZW50cywgYW5kIG1hcmtldGluZyBmb3IgZml0bmVzcyBwcm9mZXNzaW9uYWxzLg%2Ccategory_Product%2BUpdates%2Cauthor_The%2BBoost%2BFitness%2BTeam%2Cp_Ii9ibG9nL2F1dG9tYXRpb24tZmxvd3Mtc21hcnRlci1ydWxlcy1jaGVja2xpc3RzIg%2Cs_PEb9KW3qn5XtDbXH.png" --- > Index of every page on this site: [llms.txt](https://boostfitness.io/llms.txt) **Product Updates** # Automation flows, smarter rules and checklists for new clients **Build flows that start when something happens and run your steps in order. Simple rules can now do more than send a message, and checklists keep every new client's setup on track.** 8 November 2026·3 min read·By The Boost Fitness Team ![Automation flows, smarter rules and checklists for new clients](https://boostfitness.io/_vercel/image?url=%2Fblog%2Fautomation-flows-smarter-rules-checklists.png&w=1536&q=80) Boost can now follow up for you. Automation flows start when something happens and then run your steps in order. Simple rules can do more than send a message, and checklists keep track of everything a new client needs. ## Automation flows A flow starts when something happens. That can be a client joining, buying a course, booking a session, missing a payment or having a birthday. It can also start when someone new fills in your contact form. Then Boost does the next bit. A flow can send a chat message, an email or a form, then wait a few days. It can check something and split into paths, depending on what the person did. Here's an example. Someone fills in your contact form. Boost emails them your free guide, then waits 2 days. If they still haven't booked, Boost tells you, so you can give them a call. A few rules keep things friendly: - Messages only go out between 8am and 8pm. - A client never gets more than 5 automated messages in a day. - You can start from a template, then use Test to try a flow on a client before anything is sent. Plus includes 1 flow switched on. Pro and Lifetime can have as many as you like. ## Rules that do more In September we added [**rules that message a client automatically**](https://boostfitness.io/blog/automated-client-messages-faster-app). Until now, a rule sent its message and stopped there. Now a rule can also: - remove a programme - set a goal - share a resource - add a tag Rules can hand out Boost's own programmes and meal plans too. Rules come with Plus, Pro and Lifetime. ## Checklists for new clients Write your setup steps once, like "send the welcome form, book the first call, set macros". Start the list on any client and tick it off as you go, so nothing gets missed when you're busy. Checklists work on every plan. On Plus, Pro and Lifetime, Boost can do some of the steps for you, like sending the form. ## Key takeaways - **Flows run your follow-up.** They start when something happens, then send messages, emails and forms, wait, and split into paths. - **Safe by default.** Messages go out between 8am and 8pm, at most 5 a day per client, and Test lets you try a flow first. - **Rules do more.** They can remove a programme, set a goal, share a resource, add a tag, or give out Boost's programmes and meal plans. - **Checklists on every plan.** Write your setup steps once and tick them off for each new client. ## Ready to see it in action? Already with us? Open Automations to build your first flow, or start from a template. New to Boost? [**Start your free trial**](https://boostfitness.io/register) and let Boost do the follow-up. Step-by-step guides: [**Build an automation flow**](https://boostfitness.io/support/clients/build-an-automation-flow), [**Send automatic messages**](https://boostfitness.io/support/clients/send-automatic-messages) and [**Use client checklists**](https://boostfitness.io/support/clients/use-client-checklists). **From the journal ** ## **Keep reading. ** ![Bring your team into Boost: owners, admins and coaches](https://boostfitness.io/_vercel/image?url=%2Fblog%2Fcoach-teams-owner-admin-coach.png&w=1536&q=80) 10 Nov 2026 ## **Bring your team into Boost: owners, admins and coaches** Other coaches who work with you can now have their own Boost login on your business. Choose what each person sees, and give every client and group their own coach. **The Boost Fitness Team** ![Grow your email list, then write to it in Boost](https://boostfitness.io/_vercel/image?url=%2Fblog%2Fblog-subscribe-box-audience-emails.png&w=1536&q=80) 9 Nov 2026 ## **Grow your email list, then write to it in Boost** Your blog now has a Subscribe box, everyone who gives you their email lands in one Audience list, and you can write and send emails without another tool. **The Boost Fitness Team** ![Boost Fitness is now on iPhone and Apple Watch](https://boostfitness.io/_vercel/image?url=%2Fblog%2Fboost-fitness-iphone-apple-watch-app.png&w=1536&q=80) 3 Nov 2026 ## **Boost Fitness is now on iPhone and Apple Watch** Your clients can now download the free Boost Fitness app for iPhone and Apple Watch. They follow your plan, log sets from their wrist, log meals in seconds, bring in Apple Health and message you. It comes with every plan. **The Boost Fitness Team** ### **Run your whole coaching business in one place ** Websites, client management, workouts, nutrition and payments — all under your brand. 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