[{"data":1,"prerenderedAt":863},["ShallowReactive",2],{"navigation_docs_en":3,"-en-automation-and-ai-your-first-automation":137,"-en-automation-and-ai-your-first-automation-surround":858},[4,22,39,56,85,98,115,128],{"title":5,"path":6,"stem":7,"children":8,"page":21},"Getting started","\u002Fen\u002Fgetting-started","en\u002F1.getting-started",[9,13,17],{"title":10,"path":11,"stem":12},"Adding a new client","\u002Fen\u002Fgetting-started\u002Fadding-a-client","en\u002F1.getting-started\u002F1.adding-a-client",{"title":14,"path":15,"stem":16},"Installing the Kahunas app","\u002Fen\u002Fgetting-started\u002Finstalling-the-kahunas-app","en\u002F1.getting-started\u002F2.installing-the-kahunas-app",{"title":18,"path":19,"stem":20},"Understanding your dashboard","\u002Fen\u002Fgetting-started\u002Funderstanding-your-dashboard","en\u002F1.getting-started\u002F3.understanding-your-dashboard",false,{"title":23,"path":24,"stem":25,"children":26,"page":21},"Clients and onboarding","\u002Fen\u002Fclients-and-onboarding","en\u002F2.clients-and-onboarding",[27,31,35],{"title":28,"path":29,"stem":30},"Create a coaching package","\u002Fen\u002Fclients-and-onboarding\u002Fcreating-a-coaching-package","en\u002F2.clients-and-onboarding\u002F1.creating-a-coaching-package",{"title":32,"path":33,"stem":34},"Creating an initial questionnaire","\u002Fen\u002Fclients-and-onboarding\u002Fcreating-an-initial-questionnaire","en\u002F2.clients-and-onboarding\u002F2.creating-an-initial-questionnaire",{"title":36,"path":37,"stem":38},"Managing documents and signatures","\u002Fen\u002Fclients-and-onboarding\u002Fmanaging-documents-and-signatures","en\u002F2.clients-and-onboarding\u002F3.managing-documents-and-signatures",{"title":40,"path":41,"stem":42,"children":43,"page":21},"Workouts and nutrition","\u002Fen\u002Fworkouts-and-nutrition","en\u002F3.workouts-and-nutrition",[44,48,52],{"title":45,"path":46,"stem":47},"Nutrition 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automations","\u002Fen\u002Fautomation-and-ai\u002Fyour-first-automation","en\u002F7.automation-and-ai\u002F2.your-first-automation",{"title":129,"path":130,"stem":131,"children":132,"page":21},"Billing","\u002Fen\u002Fbilling","en\u002F8.billing",[133],{"title":134,"path":135,"stem":136},"Managing client billing","\u002Fen\u002Fbilling\u002Fmanaging-client-billing","en\u002F8.billing\u002F1.managing-client-billing",{"id":138,"title":125,"body":139,"description":851,"extension":852,"links":853,"meta":854,"navigation":855,"path":126,"seo":856,"stem":127,"__hash__":857},"docs_en\u002Fen\u002F7.automation-and-ai\u002F2.your-first-automation.md",{"type":140,"value":141,"toc":833},"minimark",[142,146,151,159,168,190,198,201,250,253,259,263,266,339,353,357,363,385,393,400,442,445,454,461,466,473,481,534,542,550,554,571,578,589,597,601,624,632,641,648,651,661,664,668,676,694,702,706,712,718,722,725,743,752,756,764,768,817,826],[143,144,145],"p",{},"Automations send messages to your clients when something happens, such as a birthday, a completed check-in or an updated plan. Kahunas has one automation for each event. You don't create automations from scratch. You choose the event, add your steps and turn it on or off.",[147,148,150],"h2",{"id":149},"open","Open Automations",[143,152,153,154,158],{},"Open ",[155,156,157],"strong",{},"Intake → Automations",".",[143,160,161],{},[162,163],"img",{"alt":164,"height":165,"src":166,"width":167},"The Intake menu lists Client forms, Lead forms, Email Templates and Automations.",192,"\u002Fguides\u002Fyour-first-automation\u002F01-intake-automations.png",328,[143,169,170,171,174,175,178,179,182,183,186,187,158],{},"The page is called ",[155,172,173],{},"Automations",", \"Rules that catch what you miss.\" Under ",[155,176,177],{},"Your automations"," you'll see every event with an ",[155,180,181],{},"Off"," \u002F ",[155,184,185],{},"On"," switch. The badge at the top right shows how many are on, such as ",[155,188,189],{},"12 of 13 on",[143,191,192],{},[162,193],{"alt":194,"height":195,"src":196,"width":197},"The Automations overview with its summary cards and the list of automations, each with an Off\u002FOn switch.",813,"\u002Fguides\u002Fyour-first-automation\u002F02-automations-overview.png",1223,[143,199,200],{},"The events cover:",[202,203,204,210,224,229,234,245],"ul",{},[205,206,207],"li",{},[155,208,209],{},"Client birthday",[205,211,212,213,216,217,220,221],{},"Check-ins: ",[155,214,215],{},"Check-in reminder",", ",[155,218,219],{},"Missed check-in"," and ",[155,222,223],{},"Check-in form completed",[205,225,226],{},[155,227,228],{},"Initial Q&A form completed",[205,230,231],{},[155,232,233],{},"New client created",[205,235,236,237,240,241,244],{},"Workout, nutrition and supplement plans: a ",[155,238,239],{},"New … plan added"," and a ",[155,242,243],{},"… plan updated"," event for each",[205,246,247],{},[155,248,249],{},"Client payment receipt",[143,251,252],{},"Your list shows every event available on your account.",[143,254,255,256,258],{},"Automations need the Automations add-on. Team members also need the ",[155,257,173],{}," permission.",[147,260,262],{"id":261},"overview","Read the overview",[143,264,265],{},"The cards at the top summarise your automations:",[267,268,269,282],"table",{},[270,271,272],"thead",{},[273,274,275,279],"tr",{},[276,277,278],"th",{},"Card",[276,280,281],{},"What it shows",[283,284,285,299,309,319,329],"tbody",{},[273,286,287,293],{},[288,289,290],"td",{},[155,291,292],{},"Rules on",[288,294,295,296,298],{},"How many automations are on. The line underneath shows how many are paused (switched ",[155,297,181],{},").",[273,300,301,306],{},[288,302,303],{},[155,304,305],{},"Triggers available",[288,307,308],{},"The events Kahunas can react to.",[273,310,311,316],{},[288,312,313],{},[155,314,315],{},"With your own copy",[288,317,318],{},"How many automations use your own message.",[273,320,321,326],{},[288,322,323],{},[155,324,325],{},"Runs this week",[288,327,328],{},"Event triggers processed this week.",[273,330,331,336],{},[288,332,333],{},[155,334,335],{},"Clients touched this week",[288,337,338],{},"Distinct clients across those runs.",[143,340,341,342,345,346,348,349,352],{},"Each row also shows how it sends, such as ",[155,343,344],{},"Sends by Email",". A row that's ",[155,347,185],{}," but says ",[155,350,351],{},"No channel configured yet"," has no message of yours, so it won't send your wording. These totals count processed events. They don't confirm that a message was delivered or read.",[147,354,356],{"id":355},"message","Add your message",[143,358,359,360,158],{},"Select an automation's name to open it. This example uses ",[155,361,362],{},"Supplement plan updated",[143,364,365,366,369,370,220,373,376,377,380,381,384],{},"The editor shows the event name, the ",[155,367,368],{},"Enable workflow"," switch, ",[155,371,372],{},"Cancel",[155,374,375],{},"Save",". If the automation has no steps, you'll see ",[155,378,379],{},"No steps yet",". Select ",[155,382,383],{},"Add step"," to start.",[143,386,387],{},[162,388],{"alt":389,"height":390,"src":391,"width":392},"The Supplement plan updated editor with a WAIT card and a Send email step.",682,"\u002Fguides\u002Fyour-first-automation\u002F03-email-step.png",1287,[143,394,395,396,399],{},"A new step starts as ",[155,397,398],{},"Send email",":",[401,402,403,412,419,422],"ol",{},[205,404,405,408,409,158],{},[155,406,407],{},"To"," is filled in as ",[155,410,411],{},"(client)",[205,413,414,415,418],{},"Enter a ",[155,416,417],{},"Subject",", such as \"Your supplement plan is ready\".",[205,420,421],{},"Write the message. Use the toolbar for bold, lists, headings and links.",[205,423,424,425,431,432,437,438,441],{},"Select ",[155,426,427],{},[428,429,430],"span",{},"FIRST_NAME"," or ",[155,433,434],{},[428,435,436],{},"LAST_NAME"," under ",[155,439,440],{},"Personalization"," to add the client's name.",[143,443,444],{},"For example:",[446,447,448],"blockquote",{},[143,449,450,451,453],{},"Hi ",[428,452,430],{},", I have updated your supplement plan. Open your plan to review the changes, and message me if you have any questions.",[143,455,456,457,460],{},"Select the paperclip to add an attachment. Select ",[155,458,459],{},"Delete"," to remove a step.",[462,463,465],"h3",{"id":464},"choose-email-push-chat-or-webhook","Choose email, push, chat or webhook",[143,467,468,469,472],{},"Open the action menu at the top right of the step. It shows ",[155,470,471],{},"Email"," on a new step.",[143,474,475],{},[162,476],{"alt":477,"height":478,"src":479,"width":480},"The action menu on the first step offers Email, Push, Chat and Webhook.",147,"\u002Fguides\u002Fyour-first-automation\u002F05-action-types.png",546,[267,482,483,493],{},[270,484,485],{},[273,486,487,490],{},[276,488,489],{},"Action",[276,491,492],{},"What you enter",[283,494,495,504,514,524],{},[273,496,497,501],{},[288,498,499],{},[155,500,471],{},[288,502,503],{},"A subject and a formatted message, with an optional attachment.",[273,505,506,511],{},[288,507,508],{},[155,509,510],{},"Push",[288,512,513],{},"A short notification, up to 150 characters. The phone preview shows how it will look.",[273,515,516,521],{},[288,517,518],{},[155,519,520],{},"Chat",[288,522,523],{},"A formatted message delivered in the in-app messenger. You can add a file, a video or a voice note.",[273,525,526,531],{},[288,527,528],{},[155,529,530],{},"Webhook",[288,532,533],{},"A web address to send the event to another service. First step only.",[143,535,536],{},[162,537],{"alt":538,"height":539,"src":540,"width":541},"A Send push step with its phone preview and a 150-character limit.",380,"\u002Fguides\u002Fyour-first-automation\u002F07-push-step.png",422,[143,543,544],{},[162,545],{"alt":546,"height":547,"src":548,"width":549},"A Send chat message step, marked Delivered · In-app messenger, with voice note, video and file buttons.",429,"\u002Fguides\u002Fyour-first-automation\u002F08-chat-step.png",499,[462,551,553],{"id":552},"webhook","Send the event to a webhook",[143,555,556,557,559,560,563,564,567,568,158],{},"Choose ",[155,558,530],{}," on the first step to send the event to another service, such as Zapier. The step becomes ",[155,561,562],{},"Send to webhook",". Paste the address into ",[155,565,566],{},"Enter a new URL to replace",". Until you save one, it shows ",[155,569,570],{},"No webhook URL stored",[143,572,573],{},[162,574],{"alt":575,"height":576,"src":577,"width":392},"A Send to webhook step with an empty URL field and No webhook URL stored.",331,"\u002Fguides\u002Fyour-first-automation\u002F10-webhook-step.png",[143,579,580,582,583,216,585,220,587,158],{},[155,581,530],{}," is only offered on the first step. Later steps offer ",[155,584,471],{},[155,586,510],{},[155,588,520],{},[143,590,591],{},[162,592],{"alt":593,"height":594,"src":595,"width":596},"The action menu on a later step offers only Email, Push and Chat.",471,"\u002Fguides\u002Fyour-first-automation\u002F09-later-step-actions.png",548,[147,598,600],{"id":599},"timing","Set the timing",[143,602,603,604,607,608,611,612,216,615,216,618,431,621,158],{},"Each step has a ",[155,605,606],{},"WAIT"," card before it. Choose ",[155,609,610],{},"No delay",", or enter an amount and choose ",[155,613,614],{},"minutes",[155,616,617],{},"hours",[155,619,620],{},"days",[155,622,623],{},"weeks",[143,625,626],{},[162,627],{"alt":628,"height":629,"src":630,"width":631},"The WAIT menu: No delay, minutes, hours, days and weeks.",194,"\u002Fguides\u002Fyour-first-automation\u002F04-wait-options.png",169,[143,633,424,634,636,637,640],{},[155,635,383],{}," to build a sequence. A new step is added after the last one with a wait of ",[155,638,639],{},"1 hour"," before it. Change that wait to suit your message.",[143,642,643],{},[162,644],{"alt":645,"height":390,"src":646,"width":647},"A second email step added with a WAIT of 1 hour between the steps.","\u002Fguides\u002Fyour-first-automation\u002F06-add-step.png",1370,[143,649,650],{},"The first wait sets the delay after the event. Each later wait counts from the step before it. A sequence can cover up to 365 days.",[143,652,653,654,216,656,220,658,660],{},"Kahunas sends time-based events, such as ",[155,655,209],{},[155,657,215],{},[155,659,219],{},", in the client's own time zone.",[143,662,663],{},"Check the timing on the next real client event before you rely on a delay.",[147,665,667],{"id":666},"save","Save your changes",[143,669,424,670,672,673,675],{},[155,671,375],{}," when you've finished editing. ",[155,674,375],{}," stays unavailable until you've made a change.",[143,677,678,679,681,682,685,686,689,690,693],{},"If you select ",[155,680,372],{}," with unsaved edits, Kahunas asks ",[155,683,684],{},"Discard unsaved changes?"," Select ",[155,687,688],{},"Keep editing"," to go back, or ",[155,691,692],{},"Discard"," to leave without saving.",[143,695,696],{},[162,697],{"alt":698,"height":699,"src":700,"width":701},"The Discard unsaved changes? dialog with Keep editing and Discard.",136,"\u002Fguides\u002Fyour-first-automation\u002F11-discard-unsaved-changes.png",400,[147,703,705],{"id":704},"test","Check a test message",[143,707,424,708,711],{},[155,709,710],{},"Send test"," on a step to try its message before your clients get it. Read the subject and message, check links and make sure the name looks right.",[143,713,714,715,717],{},"A webhook's ",[155,716,710],{}," makes a real request to the address you entered. Check the other service first, because the test may start actions there.",[147,719,721],{"id":720},"enable","Turn an automation on or off",[143,723,724],{},"There are two ways:",[202,726,727,735],{},[205,728,729,730,732,733,158],{},"In the editor, turn on ",[155,731,368],{},", then select ",[155,734,375],{},[205,736,737,738,431,740,742],{},"In the list, select ",[155,739,185],{},[155,741,181],{}," on the automation's row.",[143,744,745,746,748,749,751],{},"An automation that's ",[155,747,181],{}," is counted as paused in the overview. Turn it back ",[155,750,185],{}," when you're ready.",[462,753,755],{"id":754},"payment-receipts-work-differently","Payment receipts work differently",[143,757,758,760,761,763],{},[155,759,249],{}," only changes the wording of the receipt email. Clients always get a payment receipt, and switching this automation ",[155,762,181],{}," doesn't stop receipts.",[147,765,767],{"id":766},"troubleshooting","If something needs fixing",[202,769,770,779,785,791,797,806],{},[205,771,772,775,776,778],{},[155,773,774],{},"A row is On but nothing of yours sends:"," check whether it says ",[155,777,351],{},". Open it and add a step with a message. Steps without a message aren't sent.",[205,780,781,784],{},[155,782,783],{},"Webhook isn't in the menu:"," it's only offered on the first step.",[205,786,787,790],{},[155,788,789],{},"Save is unavailable:"," make a change first.",[205,792,793,796],{},[155,794,795],{},"A webhook fails:"," check the address and the receiving service.",[205,798,799,802,803,805],{},[155,800,801],{},"A message doesn't arrive:"," check that the automation is ",[155,804,185],{},", the event has happened for that client and the client's details are complete.",[205,807,808,811,812,814,815,158],{},[155,809,810],{},"Your edits disappeared:"," you may have selected ",[155,813,692],{},". Open the automation, make the changes again and select ",[155,816,375],{},[143,818,819,820,823,824,158],{},"To ask AI about your clients or get draft plans, see ",[821,822,121],"a",{"href":122},". To send a message yourself, see ",[821,825,95],{"href":96},[143,827,828,829,832],{},"If you still need help, use ",[155,830,831],{},"Contact support"," on this help site and describe where you got stuck.",{"title":834,"searchDepth":835,"depth":835,"links":836},"",2,[837,838,839,844,845,846,847,850],{"id":149,"depth":835,"text":150},{"id":261,"depth":835,"text":262},{"id":355,"depth":835,"text":356,"children":840},[841,843],{"id":464,"depth":842,"text":465},3,{"id":552,"depth":842,"text":553},{"id":599,"depth":835,"text":600},{"id":666,"depth":835,"text":667},{"id":704,"depth":835,"text":705},{"id":720,"depth":835,"text":721,"children":848},[849],{"id":754,"depth":842,"text":755},{"id":766,"depth":835,"text":767},"Turn client-event automations on or off, add email, push, chat or webhook steps, set wait times and test your messages.","md",null,{},true,{"title":125,"description":851},"pbUNdWvQvMr0v9BTYB4-nujB0xZTglTU_wGnSCVSRsY",[859,861],{"title":121,"path":122,"stem":123,"description":860,"children":-1},"Open Crew, ask Whim about your clients, hand work to Ora or Moss, and manage settings, schedules and AI credits.",{"title":134,"path":135,"stem":136,"description":862,"children":-1},"Find payments and invoices, read subscription status, and manage a client's billing.",1792652754504]