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Yoga & Pilates

Your studio gets plenty of class enquiries, but nobody tracks the classes left on a package.

Rocketly links trial-class, reformer and group-class enquiries from WhatsApp, Instagram DM, web forms and email to a single member record. Class level, remaining package balance, instructor preference and attendance follow-up stay on one screen.

Why Reformer and Group Class Spots Quietly Go to Waste

Trial-class and reformer enquiries scatter across WhatsApp, Instagram DM and web forms, so nobody can see from a shared record who replied to whom.

Reformer capacity is limited, yet a member who books and does not turn up leaves a bed empty while nobody on the waitlist is ever offered that spot.

How many classes a member has left on a package lives in a notebook or a membership screen, so the renewal conversation never opens before it runs out.

Beginner, intermediate and advanced enquiries sit in one list, and the record never shows who was routed to which level or which instructor.

A member who has skipped two weeks appears on nobody list, and by the time the absence is noticed the membership has already lapsed quietly.

Which Channels Bring Class Enquiries to the Studio

Instagram DM and Story Replies

People who see class clips and instructor posts usually DM. Story replies land in the same conversation, so the first contact is not lost.

WhatsApp Business

Trial-class, package price-range and timetable questions mostly arrive here; class reminders are scheduled with approved template messages.

Website Form and Chat Widget

A form on the timetable page and live chat turn a site visitor directly into a prospect record.

Meta and Google Lead Forms

Campaign lead-form records sync into the CRM, so you can see by source which campaign turned into a trial class.

Maps and Search Profile

Someone looking for a studio nearby usually messages or calls from the maps profile, and that contact attaches to the same record.

Email and Corporate Requests

Company wellness agreements and private group class requests are noted on the same record, so the process runs on one history.

What Rocketly Handles in Your Yoga and Pilates Studio

Collect Class Enquiries in One Inbox

WhatsApp Business and personal line, Instagram DM and story replies, Facebook Messenger, Telegram, email and web forms — the sources your studio connects appear on one screen. Rocketly supports 12 channel types; the studio decides which ones to open.

Give the Prospective Member a Stage

Build your own stages: Enquiry → Information → Trial Class → Level Routing → Package Sale → Ongoing. The board shows who is waiting at which stage and who owns the next step.

Class Booking and Online Reservation

A shareable booking page lets the member pick a class slot, and reservations sync with Google Calendar so they line up with the instructor schedule. Reminders are scheduled and sent with team approval.

Run Capacity and the Waitlist

When a reformer bed or group slot fills, move the enquiry into a waiting segment; once a place frees up, a draft message for the next member is prepared and sent with team approval.

Carry the Package Balance on the Record

Keep remaining classes, package start and end dates in custom fields on the member record; when the balance drops, a renewal task opens. Payment stays in your membership software while follow-up runs on the record.

AI Reply Drafts and Conversation Summaries

AI drafts replies from your knowledge base — class types, duration, level definitions, opening hours — and summarizes long threads. It makes no health assessment; your team approves the content.

Intake and Health Declaration Form

Use Form Builder to collect experience level, injury history and goals before the first class; submissions land on the member record and trigger the flow you defined.

Attendance Drop-Off Follow-Up

Build a segment from the last class date; when a member stays away for the interval you set, a second-contact task opens and they enter the win-back sequence.

Class and Membership Reports

With 38 ready-made report types, evaluate with your own data which channel converts into a trial class and which class type converts into a package sale.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Speeds Up in Studio Conversations — and What It Does Not Do

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies

Produces a draft for recurring questions about class type, duration, level definitions and timetable; the advisor edits it and decides whether to send.

Summarizes Long Threads

Summarizes a membership conversation spread over weeks so the team sees the context at shift handover without rereading it.

Helps Classify the Enquiry

Suggests a reformer, mat pilates or yoga interest tag from the conversation context; the team confirms the tag.

Makes No Health or Level Decision

AI recommends no movement for an injury, writes no exercise programme and sets no level. Those calls belong to the instructor after an in-person assessment.

How a Trial Class Enquiry Moves Through the Studio

01 · CONTROLLED HANDOFF

From an Instagram reformer question to a trial class

01

Someone DMs under a studio post — "I have never done this, can I join a beginner reformer class?" The message lands in the inbox and a prospect record opens.

02

AI drafts a reply from the knowledge base using level definitions and class duration; the advisor edits it, adds suitable beginner slots and sends it.

03

The record moves to the Trial Class stage, an advisor is assigned, and the booking link plus health declaration form are shared.

04

The reservation syncs to Google Calendar alongside the instructor schedule, and a reminder is scheduled for the day before, sent with team approval.

05

After the class the instructor note goes on the record and the prospect moves to the Level Routing stage.

Working the waitlist on a full reformer class

When capacity fills, the enquiry moves to a waiting segment and the preferred time is noted on the record.

When a member cancels, the freed bed goes into the draft message; the team approves the list and the wording.

The first member to reply gets the reservation and the record moves to the class stage.

For those who miss out, a reminder task is left for the sessions opening next week.

Opening the renewal conversation before a package runs out

Members whose remaining classes fall below your threshold are listed as a segment.

The follow-up sequence prepares the renewal draft; the team approves the wording and the send list.

Interested members move to the Package Sale stage; those who do not reply get a second-contact task.

The renewed package start date and class balance are written back to the member record fields.

Winning back a member who stopped coming

Members with no class since the interval you set are grouped as a segment from the last class date.

The win-back sequence prepares a reminder draft based on the class type the member attended before.

Members who reply move to the booking stage; the rest are routed to an instructor call.

Return after a drop-off is tracked in your own report, broken down by class type and instructor.

Automation Flows You Can Build in a Yoga and Pilates Studio

Use these examples to discuss triggers, owners and review points before configuring your own process.

New Class Enquiry Intake and Routing

So a first contact from a connected channel never sits unowned

1

Trigger: a new conversation opens on a connected channel.

2

Condition: if the message carries a reformer, mat pilates or yoga tag, route it to the matching advisor.

3

Action: move the record to the Information stage, assign an owner and prepare a reply draft.

4

If no reply goes out within your chosen interval, notify the studio manager.

Pre-Class Reminder and Health Declaration

A reminder plan aimed at reducing empty reformer beds

1

Trigger: the class date approaches.

2

Condition: the reservation is confirmed and the member has given contact consent.

3

Action: schedule the reminder and, for a first class, the health declaration link; content and sending authorization are checked against your studio policy.

4

If the member does not respond, open a confirmation task and release the spot to the waitlist.

Package Balance and Attendance Drop-Off

A contact plan for the remaining balance and lapsing members

1

Trigger: remaining classes fall below the threshold, or the interval since the last class passes.

2

Action: schedule a task and a message draft for renewal or win-back.

3

Condition: if the member responds, move the record to the booking stage.

4

If not, open an instructor call task and add the member to the segment list.

Systems a Yoga and Pilates Studio Can Connect

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

WhatsApp Business API

Native connection

Member threads, template messages and class reminder planning

Instagram DM (Meta)

Native connection

Attaching first contact from class and instructor posts to a record

Google Calendar

Native connection

Two-way sync of class reservations with the instructor schedule

Google Forms · Webhook connection

Webhook connection

Health declaration and experience form answers landing on the member record

Meta Ads

Lead source

Trial-class lead-form records arriving with their source

Google Sheets (Import)

One-time import

One-time transfer of an existing member and package list

Where to Begin Setting Up the Studio

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the studio profile and the team

Create branch, instructor and advisor users; use roles to limit who sees which member record and conversation.

2

Build the prospect process stages

Name the Enquiry → Information → Trial Class → Level Routing → Package Sale → Ongoing flow the way your studio actually works.

3

Connect your channels

Start with the channel that brings the most enquiries — for most studios Instagram DM and WhatsApp — then add a form and chat widget to the timetable page.

4

Open package, level and instructor fields

Define custom fields for remaining classes, package end date, level tag, preferred instructor and last class date.

5

Build and test the first three workflows

Try enquiry routing, pre-class reminders and attendance follow-up on sample records before opening them to live member communication.

6

Set reports and clarify the system boundary

Set up channel and class-type reports. Studio membership software, the entry system and till software keep running in parallel; Rocketly is the communication and follow-up layer.

Rocketly Capacity for a Yoga and Pilates Studio

0

Channel types where class enquiries arrive

0

Templates for trial-class and package follow-up

0

Report types covering classes and memberships

0

Interface languages for multilingual member threads

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Yoga and Pilates Studios — Frequently Asked Questions

Rocketly is a CRM layer for member communication and the class enquiry flow: requests from connected channels attach to a member record, the stages from trial class to package sale are tracked, booking and attendance follow-up is configured, and the process is reportable. It does not stand in for your studio membership software, entry system or till software; it works alongside them as the communication and follow-up layer.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email and the web chat widget appear in the same inbox. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

The class timetable and capacity counts stay in your studio management software. Rocketly syncs reservations with that calendar through Google Calendar, attaches each enquiry to the right class and instructor, and moves a person into a waiting segment when capacity fills. When a place frees up, a draft message for the next member is prepared; the team approves the list and the wording.

Remaining classes, package name, start and end dates are kept in custom fields on the member record. When the balance falls below your chosen threshold, a renewal task opens for the responsible advisor and the member joins a renewal segment. Payment and settlement stay in your membership software; Rocketly keeps the balance, the process and the communication on the record.

A prospect enters the pipeline with the first contact from a channel and moves through Enquiry, Information, Trial Class, Level Routing and Package Sale stages. Each stage shows the owner and how long the record has waited; a follow-up task opens for anyone who does not decide after the trial. Reports show which channel converts into a trial class and then into a package.

Yes. You define a segment from the last class date and build a workflow on it: a trigger (no class record for the interval you set), a condition (the membership is active and contact consent exists) and an action (reminder draft, task or notification). Workflow Builder ships with 55 templates and 46 trigger types; the team approves the wording and the send list.

Instructors are defined as users, the booking calendar syncs through Google Calendar, and each member record carries the preferred instructor and a level tag. That way an incoming enquiry shows which instructor and which level group it belongs to. The level decision is made by the instructor who taught the trial class, not by AI.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, email and custom fields such as package and level. Checking the mapping with a sample file before the full import is recommended so that remaining classes and membership end dates land in the right fields.

Yes. There is a permanently free plan and no credit card is requested. AI, advanced workflows and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan. You can bring your member list across and start on the free plan with a single class type.

Yoga & Pilates Studios

Make Your Studio Class and Membership Flow Visible

Keep the enquiry, the remaining class balance and the next step in one workspace.

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