Orders vs check-ins vs appointments: which trigger to use (Jonas Fitness)
Goal: Match the automation trigger to what actually happened at the club.
At a glance
|
What happened in Jonas… |
Use this in Patch |
|---|---|
|
Allowed check-in / visit |
Checkin Finished |
|
Membership contract started or ended |
Membership Started / Membership Ended |
|
Appointment booked or changed |
Calendar Event |
|
Package purchased |
Order Finished |
|
Guest first appears from Jonas |
Contact Created |
|
Profile or consent updates |
Contact Updated |
Timing tip: Patch syncs from Jonas about every 6 hours. Use quiet hours and a delay on “thanks for coming in today” journeys.
Check-ins
Best for: They were in the building.
Good examples: post-visit follow-up, lapsed-member win-back, visit milestones.
Not ideal for: “They bought a package today” (use Order Finished) or “they have an appointment tomorrow” (use Calendar Event).
Denied / not-allowed visits do not sync.
Trigger Block: Checkin Finished
Memberships
Best for: Contract lifecycle — welcome, renewal, expiry.
Trigger Blocks: Membership Started, Membership Ended
Appointments
Best for: Scheduled one-to-one (or appointment-book) sessions.
Good examples: reminder before an appointment (build in sync delay), follow-up after a cancelled appointment.
Not ideal for: Walk-in check-ins, or assuming every group class roster is in Patch. This connection syncs appointments, not a full class-enrollment list.
Trigger Block: Calendar Event
Orders (packages)
Best for: Someone bought a package.
Everyday desk sales that are not packages usually will not create an order in Patch.
Good examples: thank-you after a package purchase, unused-package nudge if your rep confirms remaining units are on the contact.
Not ideal for: “They spent money today” for every POS sale.
Trigger Block: Order Finished
Simple decision guide
- They walked in? → Checkin Finished
- Their contract started or ended? → Membership Started / Ended
- They booked a time on the appointment book? → Calendar Event
- They bought a package? → Order Finished
- Looking for every retail / POS sale or a class roster? → Not in this Jonas connection