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Preview Guide: DRIVE & CoachAI

A run through of areas in the app you now have access to with instructions on how to use and test these features.

Gabriella Redfern avatar
Written by Gabriella Redfern
Updated over a month ago


Thank you for being an early tester of the DRIVE preview. It will be FREE use of the features throughout the preview.

You have unlimited access to all areas of BoxMate including the newest Drive tier and unlimited usage for CoachAI as part of this preview.

1. Head to your dashboard and click to go to the preview. From the pop up, you'll be asked to enable Coach AI and DRIVE and accept the terms and conditions to gain access.

2. Next, head to the CoachAI configure page to set up CoachAI to work how you want it to in your gym. The full instructions on how to do this can be found below in the CoachAI guide.

Your feedback is really important to us to help us shape the features - 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.



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. Click below:

- COACH AI GUIDE.

​CRM Journeys and Automations
Set up journeys for your leads and customers to flow through an automated sequence of emails and in-app messages for them to receive at various check points. To read the guide, click below:

- AUTOMATIONS & JOURNEYS GUIDE

Coach Tasks
Coach tasks allows you to create both one-off tasks and recurring tasks for your coaching team to complete. The one-off tasks also work as part of your CRM automations. To read the guide, click below:

- COACH TASKS GUIDE

​CRM Campaigns
Campaigns allow you to drive leads from social media and other marketing campaigns to hosted landing pages to track leads and bring them into your CRM. To see the full guide on setting up campaigns click below:

- CAMPAIGNS GUIDE


Thank you again for being on the Preview and testing out all of these new features!







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