Pulse

A reverse-chronological feed of what is happening at your gym, with generated actions to review and a way to Ask Helios about what you are seeing.

Pulse is a feed of what is happening at your gym: members who need a nudge, campaigns that are working, and recaps of the week or month. Open it from Pulse in the sidebar, or from More on mobile.

Items are newest first and grouped by day. Each one is written for the inbox you have selected.

At the top of the feed is a live briefing: your tasks due today (with how many are overdue) and missed calls from the last week (with how many left a voicemail). Each row opens the place where that work happens: your tasks or your calls. The briefing is computed the moment you open Pulse, so finishing a task clears it from the card right away, and it disappears entirely when nothing needs you.

The loop is: the feed shows what is happening and how to act, you open an item to read it, then you review the prepared action (a playbook to turn on, a blast, a form, or a page) before sending or publishing. Ask Helios is a tab on Pulse if you want to ask a question, and every update without a prepared action opens as a conversation, so you can ask about it right where you are reading.

Pulse needs a booking system to find those people. If Mariana Tek, Mindbody, or fitDEGREE is not installed, Pulse shows Connect your booking system to get Opportunities and insights and those three options. Tap one to install it from Pulse. After it is connected, the feed and You’re all caught up take over.

After the last update, You’re all caught up stays on screen while you keep scrolling. The line under it is Keep scrolling until the composer reaches the bottom, where it becomes Ask Helios about your business, and it returns to Keep scrolling if you scroll back up. Suggested questions sit just above the composer. A control on the right returns you to the top of the feed.

Kinds of updates

Filter the feed with All, Opportunities, Needs attention, Wins, Recaps, and Ask Helios.

Opportunities: prepared actions ready to send or publish, such as a win-back playbook, a catch-up blast, a lead form, or a landing page.
Needs attention: intro offers about to expire, regulars who have not visited, or a drop in conversion.
Wins: a blast beating its last send, a flow booking intros, a class filling up.
Recaps: a month in review, a weekly digest, or new members.
Ask Helios: a new chat, with the same composer you see at the end of the feed. Type a question, pick a suggested one, or press the microphone to dictate; @ mentions a specific contact, segment, flow, or blast. Once you send, the heading becomes the chat’s name and the Pulse filters fade away. While Helios works, the line under your question narrates what it is doing; once the answer lands, Thought for Ns opens the full trail of reasoning and lookups, and a sources row under the answer lists the records it drew on. Tap a source or a name in the answer to open a read-only preview beside the chat; tap it again, or the close control on the preview, to hide it. Past chats sit in the sidebar (or in Chat history on a phone). Each chat has its own address, so you can refresh or share it.

On All, Opportunities sit just below the filters as a stack. The top card is the next one to handle. On a phone, swipe the card to see the next one. On a computer, use the previous and next controls. Tap the card or Review to open the action: the playbook, the text message, the form, or the page. The more control on the card has Dismiss, which removes it from the stack without taking action. Those updates do not also appear as regular cards in the All feed. Open the Opportunities filter to see the same cards in a list.

Each other card is a compact overview of an update. Open it for the full picture.

Opening an update

Tap a feed item to open it. The Pulse heading stays where it is and becomes the update’s title, with a back arrow at the top left of the page; going back restores Pulse. When Helios has prepared an action for the update, the page opens straight into the review described below.

Otherwise the update opens as a conversation. The update itself leads: more people (each with a line of context for this update, such as membership or recent visits), the chart behind a number, or the analysis. The composer at the bottom reads Ask Helios about this update, and Helios already knows which update you are reading, so ask exactly what you are wondering. Suggested questions sit above the composer when the update fits on the screen; when it is taller, they follow the update and you scroll to them. Questions and answers stack beneath the update, and scrolling up always shows what they are about. The chat keeps riding along with the page’s address, so refresh and back restore it, and it appears in your Ask Helios history like any other.

When several seeded playbooks are off and nobody is currently waiting on them, Pulse shows one automated flows card. Open it and each flow is a row with an Inactive badge on the right and a chevron after it. The chevron opens that flow’s journey: the same preview and Edit as a playbook review. Accept turns that one on: the row shows Active, and the title count drops. Open the card again and that flow is gone. Accept all below the list turns on every remaining flow.

Reviewing a prepared action

Opening an update with a prepared action, from the feed or from Review on the opportunity card, lands on the review. That is not a generic destination. It is the actual playbook, blast, form, or page, ready to check before it goes out. The Pulse update sits at the top of the page (title and summary). When a playbook is off, the summary says the flow is off, when Helios spotted the people, and what to do next. When there is no lead form, the title names the gap and the summary says the form texts you the moment someone wants in. A dotted count in the title (for example 15 people) or next to the blast’s To row opens a list of those people; tap a name to open their contact. Each row’s second line is why they are on this update: new leads show source and date added, lapsed members show their membership, and class regulars show how often they have taken that class. For a playbook that is off, the page tells you the people in the update would have gotten the flow’s messages automatically and lays out the steps that fix it. One step is actionable at a time; when there is more than one, the next step sits below it, collapsed. Open it with the chevron to read everything it will do, including the text it will send, before you commit to the current one. It unlocks once the current step is done. What each kind of step shows:

Playbooks: the flow to activate and a preview of how it works: each wait, each message it sends, each task it creates for your team, and each check it makes along the way. A Send text or email step shows the text it sends, the email it falls back to when someone can’t be texted, and the task it creates (if any) when neither can reach them. The preview opens collapsed, like a long email thread: the trigger, the first and last steps, and a count on the timeline (for example 12 more steps). Click the count to open every step in a scrollable view; the floating Show less collapses it again. Texts show as message bubbles, emails show their subject line with a small render of the email itself (click it to open the full-size preview, just like the flow page), and tasks show a card with the task’s title, details, and when it comes due. Edit next to a text or an email opens it in the same composer the flow builder uses; on a Send text or email step it opens the text, the email subject, and the email body together. Saving updates the flow for every future send.
Blasts: who gets it (the segment and how many people) and the text, shown as a message bubble with fields like first name as chips. Helios appends the standard opt-out footer when the text goes out. Edit next to the bubble opens the same composer blasts use; your edit applies to this send only.
Forms: a live preview of the form itself. Click it to open the full-size preview, the same way emails work on a playbook. Edit opens the form builder; your changes apply when you publish.
Pages: a live preview of the landing page itself. Click it to open the full-size preview, the same way forms work. Edit opens the page builder; your changes apply when you publish.

Each step opens with a short recommendation: the opportunity, why Helios is suggesting this, and what happens if you continue. Single-step reviews label the card Recommendation; bundled reviews label it Step 1 of 2. The details to check follow. Accept opens a dialog that asks you to confirm before anything sends or publishes. No thanks, at the far left, clears the whole opportunity without taking action. The back control returns you to the feed and keeps the opportunity for later.

Publishing a lead form stays on the review and shows how to share it: a copyable link, a QR code for print, and the snippet for your website. Done returns you to Pulse. Open form takes you to the form’s Share tab if you want a popup, a full-page takeover, or to edit the link preview.

Some opportunities bundle two steps, for example a win-back playbook plus a catch-up blast. The flow only starts for people who qualify after you turn it on, so the second step is a one-time text to the people who already qualified and would otherwise be skipped. Activate the flow first; the catch-up blast step then takes its place.

Ask Helios at the bottom opens a chat if you want to dig in before you decide.