Online personal trainer pack

What each client fills in

Business name

How messages sign off.

Owner’s email

Gets the summaries and the cases a person must handle.

Team channel

The Slack channel that hears about it.

Booking link

Where a customer picks a time.

Owner’s mobile

Texted at once when an enquiry names a red flag.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

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  In the client’s Stripe dashboard: Developers → API keys → Create restricted key. Give it only what the steps need: Customers write, Payment Links write, Prices read, Invoices write, and Webhook Endpoints write for the triggers. Leave “IP access” empty: Thrum has no fixed addresses, so a key locked to IPs fails every call.

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  In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

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  In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Stripe, for “A payment fails”
2. Connect the client’s Resend (email), for “Tell the customer, kindly” and “Tell the owner”
3. Connect the client’s Twilio (SMS), for “And by text”
4. Fill in Business name (How messages sign off)
5. Fill in Owner’s email (Gets the summaries and the cases a person must handle)
6. Connect the client’s Stripe, for “An invoice is paid”
7. Connect the client’s Resend (email), for “Thank the customer”
8. Connect the client’s HubSpot (optional: the step can be turned off instead), for “Mark them a paying customer”
9. Connect the client’s Slack, for “Tell the team”
10. Fill in Team channel (The Slack channel that hears about it)
11. Pick the client’s form that starts it
12. Connect the client’s Twilio (SMS), for “Text the owner: a person must reply”, “Tell them a person will call”, “First follow-up” and “Last message”
13. Connect the client’s Resend (email), for “Second follow-up” and “Tell the owner”
14. Fill in Owner’s mobile (Texted at once when an enquiry names a red flag)
15. Fill in Booking link (Where a customer picks a time)