Thank you for being an early tester of the DRIVE preview. This article will give you a quick run through of the areas we've love you to use and test as part of the preview.
Your feedback is really important to us to help us shape the features / finalise them before the full release. You'll find feedback request areas throughout the app, or you can email us or come through to the chat inbox from the bottom right hand corner as you normally would to let us know of any issues/ thoughts.
We have linked through to detailed instruction guides on some of the more complex configuration areas (like the CRM Journeys and Automations and creating Campaigns for CRM and creating coach tasks - as well as a full run through of all the areas of Coach AI and what you can do with this tool).
Testing
You have unlimited access to all areas of BoxMate including the newest Drive tier and unlimited usage for CoachAI as part of this preview. However, you will need to enable both of these on your account to start using them.
1. Head to Coach AI and from the pop up you'll just need to read and accept the Ts and Cs to enable this across your account. This will take you through to the learn page with some more info and the full CoachAI instruction guide (also linked here below).
2. Next, Head to Drive and click to upgrade for free to enable all Drive features across your account for testing.
Coach AI
We would like you to test CoachAI in all areas of BoxMate - across the Business Health dashboard, member profiles, programming, writing news posts and also on the CRM. Please see here the CoachAI guide for a detailed run through of how to get CoachAI configured for your gym so that you can start using and testing it throughout the app. To see the CoachAI guide, click below:
- COACH AI GUIDE.
CRM Journeys and Automations
We would like you to also test the new capabilities on the DRIVE CRM. This includes setting up journeys for your leads and customers to flow through and automated sequences of emails for them to receive. This guide will show you how to set up Journeys and automations as part of your CRM. This will also cover 'Coach Tasks' in a basic way as you can create tasks as part of your automations. To read the guide, click below:
- AUTOMATIONS & JOURNEYS GUIDE
Coach Tasks
Coach tasks will eventually allow you to create both one-off tasks and recurring tasks for your coaching team to complete. At the moment, recurring tasks are not part of this preview, so please test one off task creations. The one-off tasks also work as part of your CRM automations. To read the guide, click below:
- COACH TASKS GUIDE
CRM Campaigns
It would be great if you could test the campaigns as part of your CRM. This one will involve posting out on social media or your website to drive leads to your landing page to track them coming in from the campaign. To see the full guide on setting up campaigns click below:
- CAMPAIGNS GUIDE
Known Quirks: 🤹
Please find below a list of quirks/ bugs that have already been identified that we are working on and will be fixed in the next version:
When selecting to train CoachAI on your workouts in the setup page the notification to let you know it is complete is not currently working, after 1 hour the workouts will be trained and you can test using CoachAI to build a workout.
Change Log: 🚀. (Last Updated : 19th May 2025)
Please find below a list of changes / updates and fixes so you can check back here and see what is being fixed:
1. Recurring Tasks enabled for Preview 2
2. Tasks enabled on phone with task widget
Thank you again for testing these features.