AI drafts: notes, follow-ups, check-ins and chat

What AI can draft for you

With the Online Coaching beta turned on for your business, AI can write these drafts:

• A session note from a few quick bullet points you type after a session.
• A personal follow-up email after a session, built on the notes you shared with the client.
• A check-in message to a member who seems to be drifting away — or one that offers them a pause.
• A reply to a check-in your client answered, comparing this time's answers with the last ones.
• A reply in the chat with a client, answering their latest messages.

AI only ever writes a draft. Nothing reaches a client until you have read it, changed what you want, and pressed the button that sends or publishes it. Every draft is marked AI draft — check before using.

Session notes from bullet points

1. 1Open the booking from Bookings.
2. 2Under Session notes, open Draft with AI from bullet points.
3. 3Type a few quick notes from the session — what you worked on and what comes next — and choose Write draft.
4. 4Read the draft and edit it as you like.
5. 5Choose Publish note to share it with the client, or turn off Share with the client and choose Save private note to keep it within your team.

The AI writes only from your bullet points. If you have shared notes with this client before, it uses up to three of your own earlier ones to match your tone. It never looks at other clients. If the client has withdrawn their health consent for the session, AI can't draft a note for it — write it yourself.

A note made from an AI draft is marked AI-assisted for your team. If it is shared, the client sees Written with help from AI under it. The label stays even if you edit the note later. (The mobile app doesn't show the label yet.)

A draft you haven't used yet stays on the booking, so you can close the window and come back to it.

Personal follow-ups

After a session, Stund normally sends the client an automatic thank-you email about two hours after it ends. You can send a personal one instead:

1. 1Share at least one session note on the booking — the follow-up builds on it.
2. 2In the booking, under Follow-up after the session, choose Draft personal follow-up.
3. 3Edit the draft, then choose Send follow-up.

What to know:

• The AI reads only the notes you shared on that booking — never your team-only notes — so nothing private can end up in the email.
• If you make that note team-only or delete it, a draft built from it is discarded, so nothing the client can no longer see ends up in an email.
• If the booking is moved to another time, a waiting draft for it is discarded — it was written for the old session. Draft a new one after the new session.
• You can draft and send a personal follow-up once the session has ended, up to 7 days after it, as long as no follow-up has gone out for that day yet. Clients get at most one follow-up email per day from you, so if they had several sessions that day, one follow-up covers them all.
• It replaces the automatic thank-you for that day. While your draft is waiting, the automatic email waits too, for up to 24 hours after the session ended. If you don't send or discard the draft by then, the automatic email goes out as usual. Discarding the draft, wherever you do it, lets it go out straight away.
• If the automatic email couldn't be sent (the booking says so), it isn't tried again — you can still send a personal follow-up.
• If a follow-up for that day has already gone out, you can still use your draft: choose Send as a message instead.
• If the email is refused, your draft comes back so you can try again — unless, in the meantime, the client turned off AI-assisted coaching or withdrew their health consent, or the note it was built from was made team-only or deleted. Then the draft is gone and you can write a new one. If Stund can't tell whether the email went out, the draft counts as used and the follow-up as sent, so the client is never emailed twice.
• The email you send shows up in the client's message history, like any other email you write.

Members at risk

At the top of Memberships, Members at risk lists members who may be drifting away, so you can reach out before they cancel. The list is worked out by fixed rules — no AI decides who is on it. A member is flagged when:

• Payment failed — their last membership payment didn't go through.
• Ends on a date — they have cancelled and the membership runs out at the end of the period.
• No booking in 3+ weeks — nothing booked in the last three weeks and nothing booked ahead. New members get three weeks before this can show.
• Missed or cancelled — two or more no-shows or cancellations by the client in the last 30 days.
• Used few sessions — two thirds of the period has passed and they have used fewer than half of the period's sessions.

A membership that you or the client has paused is never flagged: that pause was a choice.

For each member you can:

• Draft check-in — a short, warm message inviting them back. You can add a hint about what it should mention, such as a new class.
• Draft pause offer — a message that offers a break instead of cancelling. It doesn't pause anything: if they say yes, pause the membership yourself from the member list.
• Send the draft after editing it. It goes to the member by email and appears in their message history.
• Dismiss for 14 days — hides them from the list for two weeks. Sending a check-in hides them for 14 days too. The list shows how many members are hidden.

A draft belongs to the membership you made it for: a member with two memberships gets a separate list entry, and a separate draft, for each. If the membership ends before you send, or the member is no longer at risk (for example, they booked again), the message isn't sent.

Payment problems are shown to you, but they are never sent to the AI, and check-ins never mention money, prices or cards. Membership details are only used in a draft for someone on your team who is allowed to manage memberships.

Replies to check-ins and chat messages

On a client's check-in answers (under Check-ins), or in a conversation under Chat, choose Draft a reply with AI. Read the draft, change what you want, and choose Send this draft — that sends it as your reply. AI never sends anything on its own.

These drafts read the client's own check-in answers or chat messages, so they need the client's agreement to exactly that. A client who turned on AI-assisted coaching before it covered check-ins and chat is asked to say yes to the updated wording under My coaching on stund.net/me or My bookings on your booking page; until they do, you'll see a short note instead of the AI button.

Warning signs: no health advice

The AI never gives health advice. If a client's information mentions pain, an injury, eating problems or emotional distress, the draft tells you what it noticed so you can follow up personally:

• Session notes: the draft is still written, with a warning above it. It restates what your bullet points say without adding anything about it. If the AI's text gives advice anyway — ice, rest, painkillers, diet targets and the like — the draft is thrown away and you only see the warning.
• Follow-ups, check-in messages and replies to check-ins and chat: no draft is written, only the warning — "AI won't give advice on this; follow up personally". Write that message yourself.

The warning is only ever shown to your team, never to the client.

Credits

• Each draft costs 1 AI credit, and writing a new draft costs another one.
• Your business has 2 000 AI credits per month. The Online Coaching (beta) card under Settings → Subscription shows how many you have used, broken down by kind of draft.
• A draft stopped by a warning before the AI runs costs nothing.
• To keep things safe, one person can write at most 20 drafts in 10 minutes.

Good to know

• Drafts you never use are deleted automatically after 30 days. When you use or discard a draft, its text is deleted straight away.
• Before anything is sent to the AI, the client's name, your team's names and all email addresses and phone numbers are replaced with placeholders. Names of other people written in a note — a partner, a friend — are not recognised, so they are sent as written.
• Follow-ups and check-ins arrive as an ordinary email from your business, with the text you approved.
• If the client turns AI off, their unused drafts are deleted and the AI buttons disappear for them.