Peak Automations / Coaches

A new client has booked.You see it on the contact, not in your mailbox.

As a coach you juggle bookings, payments and preparation. Peak Automations takes a Calendly booking or a Stripe payment as the trigger, creates the contact without duplicating it and creates your preparation task.

Your goal for the next step

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation

See coaching examples

Two sample flows · with your own connections.

Session booked. Client created. Prep in place.

One booking / one client

01Trigger02Steps03Control

Example / Coaches

Booking, client, preparation.

Trigger: Calendly booking or Stripe payment via your workspace's connection.
Steps: Find or create contact by email, note, task.
Control: Test run with a sample booking.

Example with fictional data · not the product interface

For coaches and trainersBooking → Payment → Preparation

Your first automation

What happens after a booking for you?

Set the booking route, the note and the preparation. The preview shows the chain and stores nothing.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Automations / Start noteLOCAL DRAFT

02 / Your start noteLocal preview

Three answers. Less admin.

Draft · not yet put together

Trigger: Still open
Note: Still open
Task: Still open

Your input appears here right away. With “View the start note” you check the three details locally.

Two coaching moments

Where does admin cost you sessions?

Pick the moment. The example shows what Peak creates afterwards.

Intro call via Calendly

A meeting is booked through Calendly.

The action: Peak finds or creates the contact, saves the concern as a note and creates the task “prepare session”.
The intent: Before the session everything is on the contact.

Working example / New booking

Example: booking → preparation

When: Calendly booking (example)
Then: Contact + note “concern”
And: Task “prepare session”

Editorial structure sketch · not a customer reference

The example shows the structure. In Peak Automations you describe what happens after a booking for you.

To the next step

Is this for you?

What works today. What doesn't yet.

A coach who
would rather spend the time with clients.

This is where the example helps.

Clients book through Calendly or Peak Booking.
Packages are paid through Stripe.
You want each client only once as a contact.

Local previewPeak Automations

Nothing runs

What Peak Automations doesn't do today.

Peak does not chase anyone on its own; every email to third parties waits for an approval.
Reminders when no booking happens are planned, not available today.
Tools other than the listed connections are not connected today.

From the example to a real automation

Build your booking routine.

Connect Calendly or Stripe in your workspace's integrations and describe what should happen afterwards. After the test it runs for every booking.

Start with Peak Automations

Peak Automations / Your next step

More session, less admin.

Start with the booking route most clients use.

See coaching examples

Local working example

For coaches who would rather coach than administer.

Test run with a sample booking.

Frequently asked questions

Are these real customer cases?

No. They are examples built from triggers and actions that exist today. We only show customer cases with evidence.

Does an automation start running right away?

No. You test it with an example first and then activate it yourself. Nothing runs before that.

Do I need Calendly and Stripe?

Only for these two examples. Without them you can build the same idea with Peak Booking and Peak Forms.