PT Distinction
Add package to clients when a new client is added in PT Distinction
Save time managing your client base with this automation. When new clients are added to PT Distinction, automatically add a package to that client's account. Remove a repetitive task from your day so you can spend more time working with your clients.
Save time managing your client base with this automation. When new clients are added to PT Distinction, automatically add a package to that client's account. Remove a repetitive task from your day so you can spend more time working with your clients.
- When this happens...Client Added
Triggers when a new client is added.
- automatically do this!Add Package to Client
Adds a Pre-Made Package to a clients account. Note that if the client isn't already set up you will need to use the Add Client action first.
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Client Added
Triggers when a new client is added.
Try ItPre-Made Package Sign Up
Triggers when someone signs up to a pre-made package.
Try ItEmailRequired
PackageRequired
EmailRequired
Client Added to Group
Triggers when a client is added to a group.
Try ItEmailRequired
First NameRequired
Last Name
GenderRequired
Send Login DetailsRequired
Password
Online or Print Only
Time Zone
Two Way Messaging
Client EmailRequired
GroupRequired
Copy Group Content to ClientRequired
EmailRequired