Automate admin and get back to what you do best.
If you're just starting out or already have a Squarespace website up and running, one thing's for sure, manual admin can slow you down.
Chasing inquiries, sending booking links, creating invoices and manually updating spreadsheets… it adds up. Fast.
That’s where my automation setups come in.
I build simple, smart workflows that help fitness and wellness professionals save time and grow their businesses, without needing to be a tech whiz.
What is automation, really?
Automation is just a fancy word for letting tech do repetitive tasks so you don’t have to! It’s nothing too fancy, just simple systems that work in the background while you focus on clients, not admin.
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Automation doesn’t change the way your website looks but it enhances how it functions behind the scenes.
Seamlessly connects to your existing Squarespace website.
Keeps your brand aesthetic consistent
No third-party visuals. Just invisible systems
Think of it like giving your website a brain, not just a pretty face.
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Automations support your marketing and client experiences by doing things like:
Sending a welcome email when someone fills out your form
Logging client info into a spreadsheet automatically
Sending a follow-up if someone forgets to book
Tagging leads in your email platform
And so much more!
It’s like having an assistant handling all your touchpoints, so you never forget.
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Fitness or wellness pros juggling bookings, DMs, and client emails
Studio owners who want to stay organised without hiring admin staff
Coaches or service providers on a budget who want a professional system from day one
Anyone ready to save time and stop doing everything manually!
Three ways to automate your business
Smart Starter Automation System
For trainers and wellness pros just starting out, book clients, stay organised without needing a website!
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✔ Simple Tally form for client intake
✔ Automated email reply with your booking link
✔ Clean setup with ability to add your logo and brand colours -
✔ Tally form (free)
✔ TidyCal link (Pro version required)
✔ Google Sheets CRM (Free)
✔ Zapier (Starter version likely required) -
This is a pre-built system made for client intake and tracking. Which means it’s not customisable but it gets the job done.
No need to spend big on a whole heap of extra apps just yet, just a few essentials that will save you hours of time. -
Delivered in 2 business days
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Time requirements from you:
✔ 1 form to fill out
✔ 15-minute handover call
✔ No website or tech experience needed
Investment from
$275 usd
Essential Automation Add-Ons
For fitness and wellness pros using one of my templates (or already on Squarespace) who want a simple, stress-free automation setup.
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✔ Built to match your existing template or Squarespace design
✔ No major changes. Just behind-the-scenes functionality to save you time -
✔ Zapier (Starter version likely required)
✔ Google Sheets, Airtable, ConvertKit, MailerLite, or other apps depending on your goal and what you’re already using. -
✔ Connect your forms to a Google Sheets CRM
✔ Auto-send emails when someone submits a form
✔ Add email subscribers to your list (MailerLite, ConvertKit, etc.)
✔ Trigger basic follow-ups e.g. lead magnet delivery -
✔ Estimated timeline: 1–2 weeks, with flexibility depending on your specific requirements
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Time requirements from you:
✔ Discovery call to understand your requirements
✔ 1 form to fill out
✔ Access to client portal for project managment
✔ Handover call
Investment from
$500 usd
Custom Squarespace Automation
For fitness and wellness pros or studios with a Squarespace site, ready to streamline everything behind the scenes.
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✔ Tailored to your existing Squarespace site
✔ Seamless integration with your current brand and layout -
✔ Zapier (Starter version likely required)
✔ Google Sheets, Airtable, ConvertKit, MailerLite, or other apps depending on your goal and what you’re already using.
✔ We’ll choose the simplest, most effective apps for your goals -
✔ Inquiry form submissions that auto-update your CRM and trigger a personalised reply
✔ Session bookings that add clients to your email list and send prep info automatically
✔ Abandoned leads (who filled in a form but didn’t book) getting a gentle follow-up email
✔ Weekly or monthly check-in forms sent to current clients automatically
✔ Tagging clients in your email platform based on the service they booked
✔ More advanced email automation workflow setups -
✔ Estimated timeline: 2-3 weeks, with flexibility depending on your specific requirements
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Time requirements from you:
✔ Discovery call to understand your requirements
✔ 1 form to fill out
✔ Access to client portal for project managment
✔ Handover call
Investment from
$1000 usd

Not sure which setup is right for you?
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Go custom and automate the touchpoints that matter most to your business.
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Consider starting with a streamlined system you can grow with, without having to set up your entire site first!
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No worries! Book a free 15-minute discovery call and I’ll help you choose the best fit for where you're at right now.