Team Up consultants

Q: Can TeamUp booking data sync with our CRM or marketing platform?

Yes, through TeamUp's API and webhook capabilities. We commonly connect TeamUp with CRM systems so that customer booking history, attendance patterns, and membership status are visible in one place. For marketing, we can set up automations that trigger email sequences based on booking behaviour, such as a re-engagement email when a member hasn't booked a class in two weeks.

Q: Can we automate instructor notifications and shift management?

TeamUp provides basic instructor notifications, but for more sophisticated workflows, we build custom automations. For example, automatically notifying backup instructors when a class reaches capacity, sending roster summaries each morning, or alerting managers when a class drops below minimum attendance thresholds. These are built using n8n connected to TeamUp's API.

We can help you automate your business with Team Up and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Team Up.

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About Team Up

TeamUp is a scheduling and calendar platform built for businesses that manage group activities, classes, or appointments. It’s used primarily by fitness studios, gyms, training centres, and education providers who need to handle session timetabling, bookings, waitlists, and attendance tracking in one place.

The problem TeamUp solves is the operational mess that comes with managing recurring group sessions. When a gym runs dozens of classes per week across multiple instructors and locations, tracking who’s booked, who’s on the waitlist, handling cancellations, and managing instructor availability becomes a full-time job if done manually. TeamUp centralises all of this and exposes a customer-facing booking interface alongside the back-office management tools.

At Osher, we integrate TeamUp with other business systems as part of our business automation services. Common projects include connecting TeamUp with payment platforms, CRM systems, and marketing tools so that booking data flows automatically into customer profiles, triggers follow-up communications, or feeds into financial reporting. For clients who need custom workflows around scheduling, such as automated instructor notifications or capacity-based pricing adjustments, we build these through our system integration practice.

Team Up FAQs

Frequently Asked Questions

Common questions about how Team Up consultants can help with integration and implementation

What does TeamUp do differently from a generic calendar tool?

Generic calendar tools (Google Calendar, Outlook) handle time slots but don’t manage bookings, waitlists, capacity limits, or attendance tracking. TeamUp is purpose-built for businesses running scheduled sessions. It handles customer bookings with capacity management, automated waitlist promotion when spots open up, instructor assignment, and integrates with payment processing. It’s the difference between a calendar and a booking management system.

Can TeamUp booking data sync with our CRM or marketing platform?

Does TeamUp handle payments and memberships?

TeamUp integrates with payment processors (Stripe, GoCardless) to handle class pack purchases, membership billing, and drop-in payments. It supports recurring memberships, class credit packs, and one-off bookings. For businesses needing more complex billing logic, we can connect TeamUp’s booking data with dedicated billing platforms to handle scenarios like tiered pricing or corporate group rates.

Can we automate instructor notifications and shift management?

How does the waitlist work in TeamUp?

When a class reaches capacity, customers can join a waitlist. If someone cancels, TeamUp automatically promotes the next person on the waitlist and sends them a notification. You can configure the promotion window (how long someone has to confirm their spot before it goes to the next person). For businesses that want additional logic, like priority waitlisting for premium members, we can build custom rules on top of the standard waitlist.

Can TeamUp support multiple locations or franchises?

TeamUp supports multi-location setups where each location has its own schedule, instructors, and capacity settings, while management gets a consolidated view across all sites. For franchise models, each location can operate independently with its own branding and booking page. We can also build cross-location reporting dashboards that aggregate attendance and revenue data across all sites.

How it works

We work hand-in-hand with you to implement Team Up

As Team Up consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Team Up with integrate and automate 800+ tools.

Step 1

Process Audit

We review your current scheduling and booking workflows: how sessions are timetabled, how customers book, how you manage capacity and waitlists, how instructors are assigned, and how booking data feeds into payments and reporting. This audit maps out the full lifecycle from schedule creation to post-session reporting.

Step 2

Identify Automation Opportunities

Based on the audit, we pinpoint where manual work can be eliminated. Common opportunities include automating waitlist management, syncing booking data with payment and accounting systems, triggering instructor notifications based on booking thresholds, and generating automated attendance reports. We prioritise based on time saved and operational impact.

Step 3

Design Workflows

We design the integration architecture between TeamUp and your other systems. This includes mapping TeamUp webhook events (booking created, cancelled, waitlist promoted) to actions in your CRM, payment platform, and communication tools. We define the customer-facing booking flow, instructor notification rules, and reporting requirements.

Step 4

Implementation

We configure TeamUp with your session types, locations, instructors, and capacity rules. We set up the integrations with your payment processor, CRM, and communication tools using TeamUp’s API and n8n workflows. Customer-facing booking pages are customised to match your branding, and instructor access is configured with appropriate permissions.

Step 5

Quality Assurance Review

We test every booking scenario end-to-end: new bookings, cancellations, waitlist promotions, instructor changes, payment processing, and notification delivery. We verify that data flows correctly into connected systems, capacity limits are enforced properly, and automated workflows trigger as expected. Edge cases like simultaneous bookings and last-minute cancellations are specifically tested.

Step 6

Support and Maintenance

After launch, we monitor integration health, troubleshoot any sync issues, and adjust configurations as your schedule or business model evolves. If you add new session types, locations, or instructors, we update the TeamUp configuration and downstream automations. We also review booking analytics periodically to identify opportunities for schedule optimisation.

Transform your business with Team Up

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Team Up consultation.

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