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New Task
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Priority
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Description
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Type
Taster Class
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1:1 PT
Notes
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First name
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(at least one of phone or email required)
Email
Source
(where you met them)
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In person — elsewhere
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Note
(optional context — what they're after, who introduced them, etc.)
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New Automation
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Name
Description
Trigger
Form Submitted
Stage Changed
Message Received
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Mode
Send Template (free)
AI Personalised (uses credits)
Condition (optional)
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Stage (lead/booked/member)
Status (active/closed)
Outcome (no_show/turned_up…)
Handler
Lead Source
equals
not equals
Action
Send Message
Send Template Message
AI Personalised Response
Change Pipeline Stage
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Create Note
Notify Jack
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Priority
Lower = runs first
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