Automations

Follow up without lifting a finger.

Set up a trigger once — a missed check-in, a new lead, a client's birthday — and Levara handles the follow-up email or notification every time it happens.

What's inside

Built for the moments you'd otherwise forget.

13 built-in triggers

New client joins, check-in completed or missed, birthday, workout/nutrition/supplement plan added or updated, lead created — plus cardio-specific triggers.

Email or in-app, or both

Every automation can send a branded email, an in-app notification, or fire both channels from the same trigger.

Coach or client

Choose who gets notified for each automation — the coach, the client, or both. New leads always notify you, since there's no client yet to reach.

Personalised automatically

Emails pull in [FIRST_NAME]/[LAST_NAME] shortcodes plus your own logo and brand colour — no manual merge fields.

Test before it goes live

Send yourself a real test email or notification for any automation before switching it on for clients.

Full send history

Every automation fire is logged — sent or failed, with the error if something bounced — so nothing sends into a black box.

How it works

One trigger. Zero manual follow-up.

Pick a trigger, write the message once, choose email or in-app (or both), and decide who hears about it. From then on, Levara fires it automatically — every time, for every client.

  • Missed a check-in? Client gets a gentle nudge automatically.
  • New lead comes in? You're notified the moment it happens.
  • Client's birthday? A message goes out without you remembering.

Missed check-in

Active
Email · "Hey [FIRST_NAME], just checking in..."
In-app · Notifies client
Common questions

Automations FAQ

Which plan includes automations?

Automations are a Pro and Elite feature. Starter does not include automated triggers.

Can automations send SMS or WhatsApp messages?

Not currently — automations send via email and in-app notification only. Push notifications reach the mobile app for in-app alerts.

Who actually receives the notification?

It's configurable per automation — coach, client, or both. The one exception is a new lead being created, which always notifies the coach, since there's no client account yet to notify.

Can I try an automation before turning it on for real clients?

Yes — every automation has a test option that sends a real email or in-app notification to you first, so you can check the copy and formatting before it goes live.

30 days to see if it fits.

30 days free. All features included. Card required, not charged until your trial ends.

Start your free trial

Cancel any time.