Workflow Builder

Build once, assign to every client

Design multi-week client workflows with a visual drag-and-drop calendar. Automate onboarding, plan assignments, check-ins, and payment requests — then reuse across your entire client base.

Workflow builder

A month of client care, on one calendar.

Design the whole client journey on one visual calendar — every message, plan, and check-in laid out day by day, weeks in advance.

Drag actions onto days

Drop an action on day 2 or week 4 — the calendar is the builder.

Every action you use daily

Messages, training plans, meal plans, check-ins, payment requests, progress summaries, appointments.

Copy, paste, rearrange freely

Bulk select steps, duplicate them across days, undo when you change your mind.

The workflow builder calendar: a four-week onboarding workflow with an Assign Meal Plan action on day 9, a Send Message action on day 11, and a Send Check-in action on day 25
Every step configured

Day 1: welcome. Day 3: check-in. Week 2: summary.

Click any step on the calendar to set it up — write the message, pick the plan, choose the check-in. Every action keeps its own configuration inside the workflow.

Set up right on the calendar

Each step opens its own panel — no separate settings pages.

Personalized per client

Drop {client_name} into a message and every run fills in the right name.

Repeat a step automatically

Mark an action recurring and it repeats through the workflow — one weekly check-in, configured once.

The step configuration panel for a Send Message action on day 11, with the message text and an option to make the action recurring
Build once, reuse forever

One template. Every new client. Independent timelines.

Save a workflow as a template and assign it to any client, whenever they start. You designed the journey once — every client gets it.

Onboarding — 30 days

12 steps · 4 weeks

W1
W2
W3
W4

Assigned to 14 clients

SJMKLT
+11

Assign with a start date

Pick the day a client begins and the whole sequence maps onto their calendar.

Each client runs their own clock

Two clients on the same template can be weeks apart — every timeline runs independently.

If/else branches & wait steps

Split the path on a condition, or hold the next step until the moment is right.

Assign & forget

Assign it — the calendar does the rest.

Pick the workflow, pick the start date, hit Schedule. From then on every step fires at its scheduled time, handled server-side.

Runs on our servers, not your memory

Steps execute on schedule whether you're online or not — nothing depends on you remembering.

See it on their calendar

Every scheduled step shows on the client's calendar, so you always know what fires next.

Part of the Ultimate plan

The workflow builder is included with Scraler's Ultimate plan.

Looking for reactive triggers instead — missed workouts, inactivity? That's the automation builder.

The Assign Workflow dialog with the Onboarding workflow template selected, a start date of February 16th, and a Schedule button
Read the full documentation

Ready to put client onboarding on autopilot?

Join trainers using Scraler workflows to onboard clients in minutes, not hours. Build once and let the system handle the rest.

Workflow Builder for Personal Trainers | Scraler