Motion House
Know which clients need a coach to step in today.
Check-ins, attendance, training activity, and payment status come together in one daily follow-up list.
Example business
- Coaching team
- 7 coaches
- Member base
- 240 active members
- Service
- Hybrid coaching
Realistic example, not a client claim. The company name, team size, people, and records are fictional.
How it works
The new workflow, step by step
See what moves between tools, what stays private, and what happens when something fails.
- 01
Client activity
Training activity and check-ins are matched to the correct client.
- Trainerize
- 02
Bookings and payments
Recent bookings, cancellations, and payment status show the full situation.
- Calendly
- Stripe
- 03
Follow-up list
The system explains why a client was flagged and assigns the next step to a coach.
- Airtable
- 04
Coach follow-up
The coach sends a message and records what happened, so the next person has the full history.
What was going wrong
The tools worked. The process between them did not.
Coaches saw workouts and messages. Operations saw bookings and billing. Nobody could quickly spot a client who had missed sessions, stopped checking in, and also had a failed payment.
Follow-up depended on what each coach remembered.
Payment and access problems were often found only after a client complained.
A covering coach could not see what the previous coach had already tried.
A typical request
What happens from start to finish.
- 01
Head coach
Reviews clients flagged for missed check-ins and recent cancellations.
Each client shows why they were flagged, who owns the follow-up, and what happened last time.
- 02
Coach
Contacts a client and records a travel pause with a return date.
Training alerts pause until the return date, but payment status stays visible.
- 03
Operations lead
Fixes a failed payment after the client updates their card.
Access returns and the update appears in the same client history.
Rules and safeguards
Rules your team no longer has to remember.
- Every flag explains exactly why the client needs attention.
- Coaches see only their assigned roster unless granted wider access.
- Private health notes never enter messages or payment systems.
- Every pause has an owner and review date, so it cannot be forgotten.
What gets easier
- 1
Coaches start the day knowing who needs attention and why.
- 2
A covering coach can see the full follow-up history.
- 3
Billing, access, and coaching stay connected without exposing private notes.
Connected tools
- Trainerize
- Calendly
- Stripe
- Airtable
Try the workflow
Try the members yourself.
Open a fictional Acme workspace and try the main actions yourself. Nothing you change is saved.